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? 4 Do most family businesses take full advantage of their CPA's skills and services? 5 What SHOULD family businesses be asking of their CPAs? 6 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 8 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! Name City, State Phone