Form – AB Growth Advisory

Start your journey to clarity...

A few quick questions so we can confirm fit and recommend next steps.

Full name

Primary email

Phone number

1. How did you hear about us?

Referral LinkedIn Internet search Other

Other (short answer)

2. Annual revenue (Service Business) or Portfolio Value (Family Office, Real Estate Investor)

3. How many legal entities do you use in your business?

1 2-5 6-15 15+

Other (short answer)

5. What is your current accounting support?

6. How current are your books?

Closed through last month 1-2 months behind 3+ months behind Not sure

7. Powerful business insights depend on accurate and timely accounting. If you don't have that, are you willing to invest resources to get it?

Yes No Not sure yet

8. Are you ready to have an executive-level accountability partner who will push you to accomplish your goals?

Yes - I am ready now. No - Not right now Not sure yet.