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Attorney
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CPA
Exit/Succession Planner
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Investment Banker
Venture Capital/Private Equity
Secondary Professional Categories
Attorney
Business Broker
Business Consultant/Coach
Commercial Banker
CPA
Exit/Succession Planner
Financial Advisor
Insurance Advisor
Investment Banker
Venture Capital/Private Equity
Basic Information
Email address
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Company Name
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Company Zip
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Expected Use
Which reason best describes why you want to participate?
To help improve a product I may use.
To learn new product features.
To gain early access to a new product.
To earn free products and/or incentives.
To grow personally or professionally.
Any additional reasons why you would like to participate?
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Have you ever used or are you currently using software that helps business owners value, grow or exit their companies?
I'm currently using this type of software.
I've used this type of software in the past.
I've never used this type of software.
Have you ever developed, do you sell, or are you currently developing software that helps business owners' value, grow or exit their companies?
Check all that apply
I'm currently developing this type of software.
I've already developed this type of software in the past.
I've never developed this type of software.
I sell this type of software.
How many monthly surveys are you willing to complete? (Each survey consists of either 5 to 15 multiple choice questions, 3 to 10 open ended questions, or a proportionate combination of each.)
1 survey per month
2 surveys per month
3 surveys per month
4 surveys per month
Problem Solving Expertise
Choose ALL the areas where you currently help business owners solve problems:
Financial
Legal
Management
Marketing
Operations
Recruitment (HR)
Sales
Strategy
Taxes
Technology
Service Areas
Choose ALL the US Metropolitan Statistical Areas that are close to where you have existing clients:
Birmingham, AL
Mobile, AL
Las Vegas, AZ
Phoenix-Mesa, AZ
Tucson, AZ
Little Rock-North Little Rock, AR
Memphis, AR
Bakersfield, CA
Fresno, CA
Oakland, CA
Riverside-San Bernardino, CA
Sacramento, CA
San Diego, CA
San Francisco, CA
Santa Rosa, CA
Ventura, CA
Colorado Springs, CO
Denver, CO
Hartford, CT
New Haven-Meriden, CT
Daytona Beach, FL
Fort Lauderdale, FL
Fort Myers-Cape Coral, FL
Jacksonville, FL
Lakeland-Winter Haven, FL
Melbourne-Titusville-Palm Bay, FL
Miami, FL
Orlando, FL
Sarasota-Bradenton, FL
Tampa-St.Petersburg-Clearwater, FL
West Palm Beach-Boca Raton, FL
Atlanta, GA
Augusta-Aiken, GA
Chicago, IL
Rockford, IL
St. Louis, IL
Fort Wayne, IN
Indianapolis, IN
Louisville, IN
Des Moines, IA
Omaha, IA
Kansas City, KS
Wichita, KS
Lexington, KY
Louisville, KY
Baton Rouge, LA
New Orleans, LA
Portland, ME
Boston, MA
Springfield, MA
Ann Arbor, MI
Detroit, MI
Grand Rapids-Muskegon-Holland, MI
Minneapolis-St. Paul, MN
Jackson, MS
Memphis, MS
Kansas City, MO
St. Louis, MO
Omaha, NE
Las Vegas, NV
Boston, NH
Bergen-Passaic, NJ
Middlesex-Somerset-Hunterdon, NJ
Monmouth-Ocean, NJ
Newark, NJ
Philadelphia, NJ
Albany-Schenectady-Troy, NY
Buffalo-Niagara Falls, NY
Nassau-Suffolk, NY
New York, NY
Rochester, NY
Syracuse, NY
Charlotte-Gastonia-Rock Hill, NC
GreensboroWinston-SalemHigh Point, NC
Raleigh-Durham-Chapel Hill, NC
Columbus, OH
Cincinnati, OH
Cleveland/Avon/Youngstown/Canton, OH
Dayton/Springfield, OH
Oklahoma City, OK
Eugene-Springfield, OR
Portland-Vancouver, OR
Allentown-Bethlehem-Easton, PA
Harrisburg-Lebanon-Carlisle, PA
Philadelphia, PA
Pittsburgh, PA
Augusta-Aiken, SC
Charlotte-Gastonia-Rock Hill, SC
Columbia, SC
Greenville-Spartanburg-Anderson, SC
Knoxville, TN
Memphis, TN
Nashville, TN
Austin-San Marcos, TX
Dallas, TX
Fort Worth-Arlington, TX
Houston, TX
San Antonio, TX
Salt Lake City-Ogden, UT
Richmond-Petersburg, VA
Roanoke, VA
Portland-Vancouver, WA
Seattle-Bellevue-Everett, WA
Tacoma, WA
Madison, WI
Milwaukee-Waukesha, WI
Minneapolis-St. Paul, WI
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