Blue sea Advisors Network Qualification survey Take this short 2-minute survey to see if there is a good fit between your company and our Network. Name 1. What Is your age range? Under 55 55-60 60-65 65-70 Over 70 2. How many improvement projects do you have going on at the present time within your organization? 0-5 5-10 10-20 Over 20 3. What % of your improvement projects regularly finish on time? 0-25% 25%-50% 50%-75% 75%-90% Over 90% 4. What would you say is the average range of ROIs from your improvement projects? under 50% 50%-100% 100%-200% 200%-300% Over 300% 5. Have you taken advantage of all available Federal tax incentives, R&D Tax Credits, Accelerated and Bonus Depreciation on Real Estate, Energy Tax incentives, WOTC credits, and all pandemic relief initiatives? Yes No I am not sure 6. Are you considering entering into any merger, acquisition, or sale of equity transaction within the next 3 years? Yes No 7. Do you have a written Longevity Plan for yourself and your business, which includes Continuity, Strategic Growth, Succession, Exit, Retirement, and Estate Plans? Yes Yes, but they are outdated now No 8. In what range were your business revenues for your last fiscal year? Under $5M Between $5M and $35M BetWeen $35M and $200M Over $200M 9. In what range was your employee headcount during your last fiscal year? 0-10 10-50 50-100 100-500 Over 500 10. In what range were your Net Profits before taxes for the last year as a percent of gross revenues? We showed a loss. 0%-5% 5%-10% 10%-15% Over 15% Name * Phone Number * Email Address * Thank you for filling out our short 10 question survey to determine if there is a good fit between your company and our Network. Please let us know if you’d like to have a no-cost, no-obligation, one-on-one conversation on how to maximize the transferable value of your business over the next 1-3 years.