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Apply for a Strategic Capital Review
Who This is For
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Apply for a Strategic Capital Review
Complete this brief intake to determine if your business qualifies for a strategic capital review. If alignment is clear, you’ll be contacted directly with next steps.
Owner Details
First name
*
Last name
*
Email
*
Phone
*
Business Snapshot
Company name
*
Website
*
Industry/Sector
*
Years in Business
*
Geographic Markets Served
*
Brief Description of What Your Business Does
*
Performance Metrics
Annual Revenue (Last 12 Months)
*
EBITDA (Last 12 Months)
*
Gross Margin
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Net Profit
*
Number of Employees (Full-time/Contractors)
*
Strategic Intent
What is your current role in the business (hours per week, operational involvement)?
*
Do you have a second-in-command or leadership team in place?
*
Which Strategic Levers Are Most Relevant Right Now?
Have you ever had your business valued? If so, by whom and at what valuation?
*
What is your desired exit timeframe?
*
What is your ideal exit number (valuation goal)?
*
Are you open to scaling first to increase valuation or looking to exit now?
*
Yes
No
Other
What do you want from this strategic review? (Check all that apply)
*
Valuation Strategy
Scale Roadmap
Partner/Investor Alignment
Exit Structuring
Other
Request Private Review Access →
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