Pre-Consulting Questionnaire

This questionnaire is designed to give us some background on your company and allow us to understand your rationale for wanting to share equity with your employees. It will help us be more prepared to suggest a strategy that will satisfy your goals and objectives. All information will be kept strictly confidential and not shared with any outside parties. For more information about the Beyster Institute, visit rady.ucsd.edu/centers/beyster.

Contact Information

First Name

Last Name

Job Title

Company Name

Specific Industry

Your Role

Phone

Website

Street Address

City

Country

State

ZIP/Postal Code

Business Information

Year Established

Corporate Structure

Number of Employees

Last Year's Revenues

Estimated Market Value of Your Company

Equity methods of particular interest

Employee Stock Ownership Plan (ESOP)Stock OptionsStock Purchase PlanStock GrantsSynthetic EquityI Don't Know

Describe why you are interested in a program of employee ownership (select all that apply)

Business SuccessionEmployee BenefitTax AdvantagesRaise CapitalOther

Current shareholders and percentages of ownership for each

Please detail any other initial questions or comments you may have

Referral

Referred By

Email Subscription Preferences

Please confirm your preferences for the following email lists.

Beyster Events

Stay informed of upcoming webinars, courses, and other programs, as well as employee ownership issues and activities.

Contact Information