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Client Discovery Form

Thank you for your interest in our Value Driven Ownership Program (VDOP). To ensure our Cohort aligns with your business needs, please complete the Discovery Form below. Once you submit this Form, you will receive a link via email for a brief Zoom Meeting with an Advisor who will 1) confirm our program meets your Business needs, and 2) ensure the time commitment required aligns with your current capacity.

If the program doesn't align with your current Business needs and available time, we will either put you on a Wait List for a future VDOP Cohort or recommend alternative education options. If VDOP is the right fit for you, we will send you a link via email to register and pay for the program.

Name*
List the current owners and each % interest
Address*
Do you have 3-5 hours of time per week to commit to course attendance and homework?*
The Cohort has 12 online meetings. They occur one per week for 4 weeks separate by 1-2 weeks. Total time includes attending online classes, completing homework assignments and meeting one-on-one with an Advisor
โš ๏ธ If No, consider attending this Cohort at another time.
Is your business already operational?*

3. Which of the following best describes your long-term vision and goals for your business*
How much experience do you have using Microsoft Excel*
What feasibility concept will you test?*
Does your business use QuickBooks for bookkeeping?*
Who does the recordkeeping for your business?*
Do you use a Point of Sales (POS) System?*
Do you use an E-commerce System?*
Does your business have a separate bank account and/or credit card?*
Do you have a tax accountant that works with your business?*
What services does your tax accountant provide? Check all that apply*
Are your business tax returns current?*
How are your business Federal and State income tax returns filed? Pick one.*
Check any and all of the following topics that you hope this class will help your business achieve:*
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Butterflies Pause, Inc. doing business as Business Learning Hub. Both are non-profit organizations.

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