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Fill out the form below and let's explore how we can support you in achieving your goals. Whether you're looking to transition out of day-to-day operations, increase efficiency, or simply get more out of your business, we're here to help.

Business Freedom Survey

Welcome to the first step towards more freedom in your business. This quick assessment will help us understand your unique situation and how we might be able to help you step back from day-to-day operations while ensuring your business thrives. Your responses will be kept confidential and will help us tailor our conversation to your specific needs.

Business Freedom Survey

What’s your biggest challenge right now? (Select all that apply)

Stuck in the day-to-day grind, with no time to focus on growth.

The business relies too much on me, and I’m struggling to delegate.

Not sure how to prepare my business for an eventual sale or exit.

Need better systems and processes to streamline operations.

Finances are disorganized, and I lack clarity on costs and profits.

Business Freedom Survey

What's the main reason you're considering outside help for your business?

I want more personal time and freedom

I want to grow but don't know how

I need help modernizing operations

I'm planning for retirement or sale

Other

Business Freedom Survey

Tell us about your business

Business Name

State

City

Website

Business Freedom Survey

How long have you been running your business?

Less than 5 years

Between 5-10 years

Between 10-20 years

More than 20 years

Business Freedom Survey

How many employees do you have?

Just me

Between 2 - 10 employees

Between 10 - 25 employees

More than 25 employees

Business Freedom Survey

What is your business's annual revenue? (Optional)

Less than $250,000

Between $250,000 - $500,000

Between $500,000 - $1,000,000

Between $1M - $5M

Over $5M

Prefer not to disclose

Business Freedom Survey

Is there anything else you'd like us to know about your business or your goals?

Business Freedom Survey

How soon are you looking to get started?

Immediately, I’m ready to make changes now.

Within 3 months

Within 6 months

I’m just exploring my options for now.

Business Freedom Survey

What is the best contact information for you?

First Name

Last Name *

Phone *

Email *

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Phone *

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