Crowne PointAdvisory
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Assessment

Bring us the decision in front of you.

Start with a one-minute application. Then a few more questions, about three minutes, so the first call opens with a plan instead of an interview.

  1. Focus
  2. Revenue
  3. Contact
  4. Structure
  5. Advisors
  6. Priorities
  7. Timing
  8. Details
  9. Finish

Step 1

What are you working on?

Pick up to two.

What is your company’s annual revenue?

Last full year. A range is fine.

Where should we reach you?

One team reviews this. We don’t sell or share your details.

By submitting, you agree to be contacted about your application by phone or email. Submitting this form does not create an attorney-client or accountant-client relationship, so please don’t include confidential information until an engagement is in place in writing. See our privacy policy.

Application received

Three more minutes and we’ll come to the first call with a plan.

A little about the structure.

How is the business owned?
What type of entity is your main operating company?

How far does it reach?

How many legal entities are in your structure?

Count holding companies and real estate.

In how many states do you have payroll, sales or property?

Who handles what today.

How are your books handled today?
When did you last get tax planning advice, as opposed to return preparation?
Who do you call when a contract or legal question comes up?
Which of these is costing you the most right now?

Pick up to three.

What is happening in the next 12 months?

Pick all that apply.

Budget and timing.

Roughly what do you pay today, per month, for tax, accounting and legal combined?
When do you want this handled?
Who else is part of this decision?

Pick all that apply.

Your raise.

What is the raise for?
How much are you raising?
Who are the investors?
Have you raised from outside investors before?
Is the entity formed?
When do you need to accept investor money?
Will any investors be outside the U.S.?

Going public.

How much do you want to raise in the next 12 months?
Where is the company today?
What is the current entity type?
Do you have audited financial statements?
Why Reg A rather than a private raise?
How many shareholders today?
Have you filed anything with the SEC before?

Your tax picture.

Combined owner taxable income last year
Roughly what did you pay in total tax last year, federal and state?
How do you pay yourself?
Which of these apply?

Pick all that apply.

Do you want us to prepare the returns, or work alongside your current CPA?

Your books.

What software do you use?
How current are the books?
How many entities need books?
Who needs your financials?
Payroll and sales tax
What is missing today?

Pick all that apply.

Fractional CFO or counsel.

How many contracts a year carry real exposure?
What do you need?

Pick all that apply.

Do you have a lawyer today?
Do you have a CFO or controller?
Is a raise, acquisition or sale expected in the next 24 months?
Should personal estate and asset-protection planning be part of this?

The sale.

Where are you in the process?
Expected timing
Expected deal value
Entity being sold
Likely buyer
Would you consider spreading the gain over time?

Trusts and estate.

What is driving this?
Approximate net worth
What planning exists today?
How did you hear about us?

Your match

Tax Planning & Accounting

Thanks. Your answers are with the team. Expect a call or email within one business day to set up the first conversation.

Before that call, we’ll ask for your last two years of business and personal returns and a one-page list of your entities, through a secure client portal. Please don’t send them by email.

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