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Get Started - Business and Farm Succession Plan

Thanks for signing up for the Get Started - Business Transition and Succession Planning survey!
This form will give us a better understanding of where you are in the succession planning process. After you fill out this survey, a member of the SuccessionMatching Executive will outline a set of next steps for your succession plan and business transition, and contact you to set up a review.
All personal and business information will be kept confidential.

Survey Questions

* Indicates required field

Name *

Location *

Email *

Phone Number *

Preferred Method of Contact *

Industry *

How long have you been operating your business, farm, or Not-For-Profit? *

Have you started your succession planning process? *

Yes No Yes, I am currently working with my buyer throughout the process and would like additional resources for the transition

What would be your ideal transition? *

Family Employees Third Party Selling to your competition Selling to a co-operative membership

If so, which professionals have you engaged? *

Business Consultant Mentorship Specialist Human Resources Marketing Expert Chartered Business Valuation Accountant/Bookkeeper Insurance Advisor Lawyer Financial Planner

What are your timelines for the business transition? *

Would you consider selling your business or farm to an international buyer? *

Would you stay on under contract to mentor the buyer? *

Do you want to transition out of the business or farm over a period of time? *

Yes No I don't know and would like more information

What is the transferable value of your business and why? *

Are you willing to invest more money into your business or farm to get it ready to sell? *

Yes No I don't know and would like more information

Would you be willing to self finance part of the transition? *

Yes No I don't know and would like more information

Are you willing to invest more money into your business or farm to get it ready to sell? *

Is your business a franchise opportunity? *

Yes No

How did you hear about this program? *

Community Futures Social Media Friend Other

If Other please specify: *

Any specific questions about your succession plan or business transition? *

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Email *

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