Lead Generation Form

Full Name

Email Address

Phone Number

Company Name / Practice Name

Province / Location

Specialties

Firm Size Firm Size 1–5 employees 5–20 employees 20+ employees

Revenue size Revenue size Under $250,000 $250,000 - $500,000 $500,001 - $1 Million Over $1 Million

Preferred Exit Timeline Preferred Exit Timeline 6–12 months 1–3 years 3-5 years Not Sure

Reason for Transition / Key Goals Reason for Transition / Key Goals Retirement Interested in building Passive Income Don’t want to deal with the technological changes

Additional Comments or Questions

Consent & Opt-In Consent & Opt-In I agree to receive communications about valuation, funding, and acquisition opportunities.