Pre-Consulting Questionnaire

This questionnaire is designed to give us some background on your company and allow us to understand your rationale for wanting to share equity with your employees. It will help us be more prepared to suggest a strategy that will satisfy your goals and objectives. For more information about the Beyster Institute visit rady.ucsd.edu/beyster/.

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Contact 
Contact Information
Title:
First Name:*
Last Name:*
Job Title:
Company Name:*
Specify Industry:
Address Line 1:
City:*
State:
ZIP/Postal Code:
Email:*
Phone:*
Web Site:
Business Information
Equity methods of particular interest: Stock Options
Employee Stock Ownership Plan (ESOP)
Stock Purchase Plan
Stock Grants
Synthetic Equity
Don't Know
Corporate Structure:
Years in Business:
Number of Employees:
Last Year's Revenues:
Estimated Market Value of Your Company:
Your Role:
Describe why you are interested in a program of employee ownership (select all that apply): Business Succession
Employee Benefit
Tax Advantages
Raise Capital
Other
Please detail any other initial questions or comments you may have.:
Referred by:
Email Subscription Preferences
Employee Ownership Insights Quarterly Online Newsletter
Beyster Institute