Name * First Name Last Name Email * Are you planning to retire in the next several years? Yes No It depends In how many years do you plan to leave your position as leader or owner? Less than 1 year 1-3 years 3-5 years More than 5 years Not sure Why do you want to exit or retire? Do you have a succession plan for your business? Yes No Kind of Are you planning to: Sell and get out 100% Pass on to family member ESOP Pass on to trusted employee Search for a successor Something else What are the areas you mostly considered when evaluating the next leadership? Industry Familiarity Closeness to You Reputation Previous Success in Business-Owning Would you like us to follow up and schedule a 20-min consultation to explore your succession needs? Yes No Follow up with me in 6 months Thank you!
