Rick Telberg || CPA TRENDLINESThe Future of Family Businessaa Family succession (re LNT_FamilyBusinessSurvey

Rick Telberg || CPA TRENDLINES
The Future of Family Business

WELCOME!

You're eligible for the FREE and CONFIDENTIAL preview of the results of this study and related updates and reports.

*WELCOME!* You're eligible for the FREE and CONFIDENTIAL preview of the results of this study and related updates and reports. Name:
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In your opinion, what are the MOST IMPORTANT ISSUES facing family businesses today?
(Please choose all that apply.)

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?
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?
Do most family businesses take full advantage of their CPA's skills and services? Yes
No

5
What SHOULD family businesses be asking of their CPAs?
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?
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?
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?
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!
OPTIONAL: Can we quote you? Thanks! Name
City, State
Phone

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