HSC STEPS Assessment Request

  • Ready for your next STEPS?

    Take the HSC STEPS Assessment Survey to better understand where you are in your business exit planning. Simply indicate your level of agreement with the following statements.
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Family Member/Key Employee?

    If you intend to transfer your company to a family member or key employee, please skip to question 13.
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Family Member/Key Employee?

    If you completed questions 9-12, please skip to question 17.
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • Not applicableStrongly agreeSomewhat agreeNeither agree nor disagreeSomewhat disagreeStrongly disagree
  • What to expect from us

    We will provide a free written summary of goals, objectives, and concerns identified in this assessment. After sharing these results with you, as a next step we can work with you to create your unique Exit Plan. We offer a coordinated process that draws on the expertise of other advisors because we know that your successful exit depends on it. Let us help you plan–and achieve–your successful business exit.
  • Contact Information

    Please provide your contact information so that we can set up a time to review your assessment results.
  • This field is for validation purposes and should be left unchanged.
Print Friendly, PDF & Email