I would appreciate confidential information regarding:
The possible
sale, transfer or merger
of my business or help finding potential investors for my business.
I think the
current value
of my business is approximately: $
My
yearly sales
are: $
My
number of employees
are:
I don't know what my business is worth. I need a
third party appraisal
of my business.
I need help with the design of an
owner's exit strategy
. Tax Issues are important to me.
I am interested in selling to my
family or key employees
. The subsequent Tax Issues are very important to me.
I need help with a potential
purchase or merger
of a business or guidance with an investment in a business.
I have the following to
invest
in a purchase or as an investment: $
Information regarding an ESOP (Employee Stock Ownership Plan) or other
ownership liquidity options
.
I am interested in the
start-up
of a new business venture.
I need help improving my businesses
cash flow
or
operations.
Answers to questions or
general information
.
A free copy of
A Guide to Exiting Business Ownership
.
A free copy of
A Guide to Entering Business Ownership
.
My Name:
Home Telephone:
Business Name:
Business Telephone:
Address:
City:
State:
Zip:
E-mail:
Cell Phone:
Website:
How did you learn about us?
Best time & Number to call me:
PLEASE NOTE: In order to maintain confidentiality with the person who answers your telephone, when I call I will simply tell them "I am returning your call". Consequently, I will not have to reveal to them the nature of my call! Thank you for your interest.
