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:*
Middle Initial:
Last Name:*
Suffix:
Job Title:
Company Name:
Specify Industry:
Address Line 1:*
Address Line 2:
City:*
State:
ZIP/Postal Code:
Country:
Phone:
Fax:
Alternate Phone:
Email:*
Web Site:
Business Information
Corporate Structure: C-Corp
S-Corp
LLC
LLP
Partnership/Sole Proprietor
Non-Profit
Years in Business:
Number of Employees:
Last Year's Revenues:
Last Year's Total Payroll:
Estimated Market Value of Your Company:
Company Status: Privately-held
Publicly-traded
Are you...: Founder
Owner
Partner
C-level
VP-level
Other
Current shareholders and percentages of ownership for each::
Describe why you are interested in a program of employee ownership:
Equity methods of particular interest: Stock Options
Employee Stock Ownership Plan (ESOP)
Stock Purchase Plan
Stock Grants
Synthetic Equity
Don't Know
Employees expected to participate in plan: Key Employees Only
All Employees
Please detail any other initial questions or comments you may have.:
Referred by:
Email Subscription Preferences
Employee Ownership Insights Quarterly Online Newsletter
Beyster Institute