Preliminary Analysis:

The purpose of this questionnaire (and a follow-up conversation with you) is to help us determine the preliminary viability of an Employee Stock Employee Ownership Plan for your company. All responses will be held in strictest confidence. There is no fee associated with you furnishing this information or our initial contact with you.

Please complete all applicable entries, and hit the submit button at the bottom of the page. One of our Managing Directors will contact you shortly thereafter to discuss how ESOPs are designed and how they may be useful to your situation. For the last four questions A, B, C, and D please rank in order of importance from 1 to 4.

Please be assured that we respect your privacy, and we will not sell your contact information to any other organization. We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information.

For more information, see our Privacy Policy