EO Readiness Discovery Call

Email*

1.What is your first name*

2.What is your last name?*

3.What is the name of your company?*

4.Daytime Phone Number*

5.What is your role in the company?*

6.Company Location*

7.Industry/Sector*

8.How many years has the business been in operation?*

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

10.Company's Employee Count

11.Annual Revenue Ranges*

12.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

13.Which transition options have you considered?*

Trade sale

Private equity/investor sale

Management buyout

Employee Ownership

Other/Not Sure

14.What is your top question or concern about employee ownership?

15.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

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

Yes - please contact me to arrange

Not right now

17.Receive your custom EO Readiness Summary*

Yes, email my results and EO resources

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