Business Information Form

Please fill out the form below with as much detail as possible. This information helps us create a customized transition plan tailored to your specific needs. All fields marked with an asterisk (*) are required.

Personal Information

First Name

Last Name

Email Address

Phone Number

Preferred Contact Method

Phone

Either

Business Details

Business Name

Business Website (if applicable)

Optional - leave blank if your business doesn't have a website

Industry

Business Address

City

State

ZIP Code

Business Operations

Years in Operation

Number of Employees

Approximate Annual Revenue

This information helps us find the right operator match. It will be kept confidential.

Is your business currently profitable?

Yes

Sometimes/Seasonal

Brief Description of Your Business

Please include your main products/services, customer base, and any unique aspects of your business.

Transition Goals

Expected Timeline for Transition

Desired Level of Involvement After Transition

What aspects of your business are most important to preserve? (Select all that apply)

Company culture

Current employees

Customer relationships

Brand identity

Product/Service quality

Community involvement

What are your primary goals for this transition?

For example: maintain income, preserve legacy, ensure job security for employees, etc.

Do you have any specific concerns about transitioning away from your business?

Additional Information

How did you hear about TriumphTransition?

Any other information you'd like to share with us?

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