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morgantate.com
Tell me about you (30 seconds)
Five quick questions so the memo is useful to you.
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1.
Which best describes you?
Founder/owner
Buyer/investor
Advisor (CPA/attorney/wealth)
Operator/executive
Other
2.
What industry?
Agency/marketing services
Software/SaaS
Healthcare services
Home services
Business services
Other
3.
Annual revenue range?
Under $2M
$2M–$5M
$5M–$10M
$10M–$25M
$25M+
4.
Exit timeline?
Actively exploring
6–12 months
1–2 years
3–5 years
Not sure
5.
Biggest question right now?
Valuation
Timing
Preparing for diligence
Finding buyers
Tax/structure
Replacing myself