Small / Family Business Survey Small / Family Business Survey Great, tell us a little about yourself Fill out your contact info and proceed to our short 5 question survey.Name* First Last Business NameEmail* PhoneCan we text you? Yes No Are you interested in a business valuation report? *Select an optionYesNoDo you have a written plan for business succession? *Select an optionYesNoHow much of your future retirement income is dependent on the success of your business? 0 to 24 25 to 49 50 to 74 75 to 100 Is there an employee (or partner) that your business could not function without?*Select an optionYesNoNot ApplicableBased on your participation and responses would you be interested in more communication with I & e planning via email? *Select an optionYesNoCAPTCHA