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Advisory Call - Fit & Intake
Five quick questions to make sure this call is worth your money. If it isn't a fit, I'll tell you now — not after you've paid.
Are you the owner, CEO, or COO — or directly accountable for this decision?
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Are you the owner, CEO, or COO — or directly accountable for this decision?
A
Yes
B
No
Is there a specific decision or question on the table in the next 90 days?
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Is there a specific decision or question on the table in the next 90 days?
A
Yes
B
No
Do you already have an exit or M&A advisor quarterbacking this for you?
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Do you already have an exit or M&A advisor quarterbacking this for you?
A
Yes
B
No
Are you looking for a broker to list and sell the business for a commission?
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Are you looking for a broker to list and sell the business for a commission?
A
Yes
B
No
Can you state the outcome you want from the call in one sentence?
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Can you state the outcome you want from the call in one sentence?
A
Yes
B
No
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