EAD Advisory Group
← Back to Website
CONFIDENTIAL INTAKE

EAD Advisory — Business Assessment

Help us understand your business so we can tailor our advisory services to your exact needs. This assessment takes approximately 5–8 minutes and will be reviewed by an EAD advisor before your first consultation.

🏢 Company Information

⚡ Current Business Challenges

🎯 Priority Ranking

Grab and drag each item into your preferred order. This helps us allocate the right advisors to your account.

⠿ 1 Revenue & Growth Strategy
⠿ 2 Financial Planning & Forecasting
⠿ 3 Operations & Process Improvement
⠿ 4 Marketing & Customer Acquisition
⠿ 5 Leadership & Organizational Development
⠿ 6 M&A, Exit, or Capital Raising

📈 Business Health Self-Assessment

Revenue Growth 5
Profitability / Margins 5
Cash Flow Stability 5
Operational Efficiency 5
Team & Talent 5
Sales & Marketing Effectiveness 5

🚀 Advisory Goals & Engagement Preferences

✅ Assessment Received!

Thank you for completing the EAD Advisory business assessment. An advisor will review your responses and reach out within 1–2 business days to schedule your complimentary strategy consultation.

📊 Client Assessment Dashboard

Aggregated insights from all submitted assessments

Last updated: just now
⚡
Live Simulation Active: Dashboard pre-loaded with 100 simulated company responses representing a realistic cross-section of small business clients. New submissions from the form are added in real time.
100
Total Responses
+1 today
—
Avg. Health Score
out of 10
—
High-Priority Leads
Score ≥ 7.0
—
$5K+/mo Budget
of respondents

📊 Revenue by Industry

💰 Budget Distribution

🎯 Priority Stack Ranking — Aggregated Across All Responses

Rank Advisory Priority Avg. Position Score (lower = higher priority) % Ranked #1

⚡ Top Business Challenges

📈 Business Health Avg. by Dimension

🤝 Preferred Engagement Model

⏱️ Desired Start Timeline

📋 All Responses — Sortable & Filterable

# Company Industry Revenue Top Priority Budget Health Score Timeline