EO Readiness Discovery Call

Email*

What is your first name*

What is your last name?*

What is the name of your company?*

Daytime Phone Number*

What is your role in the company?*

Company Location*

Industry/Sector*

How many years has the business been in operation?*

Has the business been profitable over each year for the last 3 years?*

Company's Employee Count

Annual Revenue Ranges*

What best describes your current situation?*

I'm exploring exit options in the next 1-3 years

I'm planning an exit in 3-10 years

Just curious about EO - no plans yet

I'm an existing EO business seeking support

Which transition options have you considered?*

Trade sale

Private equity/investor sale

Management buyout

Employee Ownership

Other/Not Sure

What is your top question or concern about employee ownership?

What would you most like help with right now?*

Understanding EO basics

Comparative exit options

EO financing/funding

Tax and legal implications

Connecting with advisors

Other

Would you like to schedule a free 30-minute discovery call with an EO advisor?*

Yes - please contact me to arrange

Not right now

Receive your custom EO Readiness Summary*

Yes, email my results and EO resources

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