Foundations Bank

Established Businesses

Initial Client Survey

This survey is designed to assure that the Center for Business Growth steers each client to the right resources. The survey results will uncover what stage of planning and implementation your business is in.

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Name: (required)

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Company:

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Address 1: (required)

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Address 2:

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City: (required)

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State: (required)

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Phone: (required)

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Email: (required)

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Web Site:

Type of Business

Annual sales volume

Less than $500,000	$20 - $49.9 million
$500,000 - $1 million	$50 - $99.9 million
$1 - $4.9 million	Over $100 million
$5 - $19.9 million

Briefly define why you've come to the Center for Business Growth and what you hope to accomplish?
(e.g.: You want to expand your business. Hire more employees. Purchase more equipment. Add new product lines. Expand facilities. Build a facility. Operate more efficiently. Sell or transfer my business.)

Have you explored funding for your next phase of growth? Yes No

If yes, who have you spoken with?

Have you spoken about your business with any consultants listed below? (check all that apply)

Do you have a written business plan? Yes No

Do you have a written marketing plan? Yes No

Please write a very brief resume of your business experience and company history