Rick Telberg || CPA TRENDLINES
The Future of Family Business

1
WELCOME! You're eligible for the FREE and CONFIDENTIAL preview of the results of this study and related updates and reports.
Name::
Email::
2
In your opinion, what are the MOST IMPORTANT ISSUES facing family businesses today? (Please choose all that apply.)
Getting more revenue
Managing expenses
Maximizing profits
Developing a succession plan or exit strategy
Grooming the next generation of leadership
Finding/Keeping qualified staff
Government regulations/Cost of compliance
Keeping up with technology
Tax burdens and complexity
Access to capital/financing
Global competition
Other, please specify
3
OF ALL THE ISSUES YOU CHOSE, which is the MOST IMPORTANT, and WHY?
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Do most family businesses take full advantage of their CPA's skills and services?
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What SHOULD family businesses be asking of their CPAs?
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PLEASE TELL US A LITTLE ABOUT YOURSELF... In what type of business do you work?
Public accounting
Business or Industry
Government
Not-for-profit
Education
Vendor/Supplier to CPAs/Financial Executives
Other, please specify
7
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
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Which best describes your position?
Managing Partner/President/CEO/COO/
Partner/Senior Executive/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Auditor
Junior Staff/Accountant/Administrator
Other, please specify
9
OPTIONAL: Can we quote you? Thanks!
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City, State:
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