OLD GROWTH / DEEP FOREST AI

OWNER ADVISER AGENDA

Business type and operating region:
Timing I am considering:
Purpose of this conversation:

Question 1:
Question 2:
Question 3:

Experience and scope to confirm:
Fees and engagement terms to discuss:
Potential conflicts to ask about:
Information requested and secure sharing process:

Advice received:
Open points:
Next action, responsible person, and date:

The public resource directory is maintained in the article linked below. Check current services directly.

Keep completed worksheets in your own records. Share only the information appropriate to an agreed next step.
https://oldgrowth.ai/blog/southeast-business-sale-planning-resources/