Small Business Consulting
Information/Registration Request

I would like to be considered as a business client 

I would like more information 

 

Your First Name:	Your Last Name:	Position:
Company:		Phone:
Address:		Fax:
City, State, Zip:		EMail:

 

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Description of the business

Major products or services

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If accepted as a client, I will be willing to:

Meet with the student team at least six times during 
the course to discuss the project in a free and open manner. 
Provide recent balance sheet and income statements 
if they relate to the project. 

Check the financial statements you currently have and 

will provide to the consulting team at the beginning of the course.

Financial Statement Checklist	Monthly	Quarterly	Annually
Income Statement
Cash Flow
Balance Sheet

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What are your competitive advantages?

What are your perceived weaknesses or areas that need improvement?

To what trade associations do you belong?

What magazines or other sources of information do you 

receive related to your business?

Please fill in your financial information:

Financial Data	Current	6 months ago	1 year ago	2 years ago
Gross Revenues
Gross Profit
Number of employees

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What methods of advertising do you currently use or are 

considering using to attract your most likely customers?

Who are your main competitors? How do they advertise or 

attract customers? What prices do they charge for their products?

What experience do you have in this industry, product or 

service area?

Do you hold any copyrights or patents?

Do you have any contractual  arrangements with suppliers or customers?