Business Potential Report Questionnaire
Please complete all fields below. Everything you send me will be treated confidentially.
I will use this information to prepare a short report that I’m sure you’ll find helpful.
- The upside opportunity in your current business
- The cost of maintaining the status quo
Once you have some meaningful numbers for both, I’m hoping you’ll feel in a stronger position to evaluate your best next steps.
Please note: Use financial information from the last fully completed financial year. Ensure that any other information, like staff headcount, client numbers, AUM, or number of advisers also applies to that same period. “*” indicates required fields
"*" indicates required fields