Initial Business Questionnaire
 
We want to know about your business operation. Please answer the questions below. We will contact you to schedule a time to discuss your business needs.
 

Company:*

Name:*

Address:*

City:*

State:*

Zip code:*

Daytime Telephone #:*

E-mail address:*

Website

How long have your been in business?*

What is the approximate size of the population in your area?
City? County? Trade Area?

Describe the products and/or services you offer:

What is the dollar amount of your gross sales for the last full calendar year?

Do you have a written business plan?
Yes No

Business structure?
Sole proprietership
Partnership
S-Corp
LLC

Does your business presently carry any debt? If yes list the type, terms, repayment length in terms, and total amount of the loan(s)
Please list type of debt, interest rate, monthly payment and outstanding balance

Describe how most of your clients find out about your business

Do you have a database of your clients?
Yes No

How many clients are in your database?

Do you send a company newsletter to your clients?
Yes No

If yes, how often?
Monthly
Quarterly
Semi-annually
Annually

Do you have employees? If so, list the type of work each does, and the number of hours they typically work per week and wages paid. Identify if a spouse or other family member is involved in your business

List 3 major business problems or concerns, and discuss what you hope to accomplish with your business in the next 18 months.?
Managing your business in a poor economy
Debt management
Creating marketing which works
Understanding the numbers
Profitable pricing structures
Time management
Or there may be something else?

Any additional comments or questions:

 
* Indicates field is required.