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Let’s Talk Survey

This form should take a only a couple minutes to complete, and once we receive, we will be in touch within 24 hours to setup a time to talk!

Section 1: Firm Snapshot

Primary Contact

Current Firm Size:

Section 2: Your Current Priorities

What prompted your interest in exploring support? (check all that apply)

Section 3: Firm Goals

Over the next 3 years, what’s most important to your firm?

Section 4: Current Challenges

Section 5: Fit & Engagement

How soon would you like to make a decision? (select one):
Immediately
Within 6-10 weeks
Within 3–6 months
Just exploring options
Have you considered private equity or outside investors as an option?
Yes
No
Considering, but unsure

Section 6: Next Steps

Preferred meeting format:
Virtual meeting (Zoom/Teams)
Telephone call
Either works
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