Tax Strategy Opportunity Application

Which statement best describes your CURRENT business? *

Starting new starting over after a considerable break or currently an employee of a firm. Experienced business owner wanting to change or restructure my business. I'm a seasoned tax planner wanting more sophisticated strategies to elevate myself above the competition.

On a scale of 1-5, what is your level of experience in tax planning? *

1 2 3 4 5

Rank the order of your priorities:

I want to increase my profits. *

I want to provide a more financially impactful service to my clients. *

I value consistently educating myself. *

What is your ideal time frame for making changes to your business. *

1 – 3 Months 3 – 6 Months A year or more

How would you describe your business to a friend or colleague when they ask what you do? *

Are you comfortable with sophisticated tax plans? If so, please describe a recent case (without breaching privacy of clients involved) *

Which statement best describes your CURRENT business?

You're still working on your business, raising your start up funding, and preparing to launch your new business. Your business is in its infancy, scrambling to make those early sales and fulfill on your customer promises. Your business is sustainable. It works, but only if you are there to work for it. You are currently the main producer and director around whom your business revolves. Your business is growing fast. You've got leaders in two or more of your core operations. You're in the process of refining your business systems and building out your management team. Your business is firing on all cylinders. You've got leaders in at least four of your five core pillars. Your business is systems reliant and is now ready for you to plan and choose your exit strategy - to sell, scale, or own passively.

What do you feel is your biggest obstacle to hitting your monthly target profit? *

How long has your business been in operation?

Less than 12 Months 1 to 2 Years 2 to 5 Years Over 5 Years

Including yourself, how many full time people work for your business?

1 2 - 5 6 - 10 More than 11

What is the single greatest business challenge that your business is currently facing?

Lack of sales. We need help generating leads, closing on sales, and increasing our revenues. My time as the business owner. I'm pulled in too many direction, and as a result I don't have the time to do everything the business really needs me to do. Lack of capital. We desperately need money to launch or scale our business. Lack of systems. We are constantly scrambling to keep things together and fight recurring fires. Lack of a peer group. I'm building my business in isolation and know I need outside input, ideas, and accountability. Other

Every business has one key factor that more than any other limits the growth of the business. In your business, what (or who) is the single biggest limiting factor in your business's growth and success? Pick ONE general area from the list then describe it below.

Lead Generation - Finding new prospective clients. Lead Conversion - Processing those leads and converting them into paying clients. Production Capacity - Fullfilling on your products or services. Financial - Effectively managing the financial part of your business. Leadership - Lack of a clear and unitifed vision and big picture strategy for the business. Other

What is your current exit strategy for your business?

To one day sell the business. To continue to grow and scale the business. To eventually transition to owning the business passively. To pass the business on to my heirs as part of my legacy. Other

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