Client Information Form
Full Name
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Last Name
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Phone
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Email
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Website.
Questions
1. What decision have you made?
Merge, Restructure, Sell, Retire
Merge
Restructure
Sell
Retire
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2. What led you to this decision?
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3. . What’s your biggest concern or challenge right now?
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4. What would meaningful progress look like for you in the next 6–12 months?
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