Application for Consideration
All information submitted will be held in the highest confidence.
Step
1
of
3
33%
Name
(Required)
First
Last
Email
(Required)
Phone
Agency Name
(Required)
Are you the Owner or CEO?
(Required)
Yes
No
Principal Office Location
(Required)
City
State / Province / Region
Number of Locations
(Required)
Years in Operation
(Required)
Estimate the revenue you will achieve by year's end:
(Required)
What is the actual revenue for the most recent month you closed?
(Required)
Average of the last four weeks of billable hours?
(Required)
Total of office staff working or current office staff openings?
(Required)
Do you have experience working with a formal board, paid consultants, or advisors in the past?
(Required)
Yes
No
What was the outcome for your company? Do you feel you achieved your return on your investment? Why or why not?
(Required)
What range of profit margin are you experiencing as a business this year?
(Required)
0-2%
2-5%
5-7%
7-11%
11+%
How much of your profit do you retain for reinvestment back into your business?
(Required)
0-25%
25-50%
50-75%
75-100%
Do you create a budget each year that you report against?
(Required)
Yes
No
What are the current strategic goals for your agency?
(Required)
Revenue, size, number of locations, sale, expansion, service additions, etc.)
What is the greatest challenge your company faces today?
(Required)
What is the greatest competitive advantage your agency possess today?
(Required)
How do you like to invest in your own learning and development?
(Required)
Read business/personal development books
Webinars
Podcasts
In-Person Events
Post-Secondary Education
Continuing Education Courses
Business Groups/Clubs/Formal Networks
Other
Select all that apply.
Share which other forms of learning and development you engage in.
(Required)
Why are you considering retaining a fractional board solution for your company? What support do you feel you would find most valuable?
(Required)
If selected to participate in the Group for Fractional Board Consulting Services, will you commit to quarterly in-person meetings spanning two or more days?
(Required)
Yes
No
Next Steps
Upon receiving your application, we will review and those selected to proceed to the next phase will be scheduled for a formal meeting to discuss your suitability for the program further.
Signature
(Required)
I confirm that the information entered for consideration is accurate and, as far has been explained, I understand the commitment I and other members of the fractional board are agreeing to.