Last updated 12/6/25

1. Client Initial Assessment
1. Describe your business model, primary revenue streams, and unique value.
2. What are your timelines for growth, scaling, and potential acquisition?
3. List your top three challenges slowing revenue or operations.
4. Describe your ideal customers and sales cycle.
5. Explain which internal systems are working well and which need support.
6. Share whether you have raised capital or plan to raise capital soon.
7. Describe your long-term vision (expansion, acquisition, succession).
8. Identify legal or compliance concerns you have encountered.
9. Describe your current team and decision-making structure.
10. Explain what success would look like in our engagement.
The goal is to come up with an initial plan to get you on the path to GROW, SCALE and EXIT.
Internal Notes / Follow Ups: