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Strategy Intensive Inquiry Form

Welcome. Every IVOLVE + THRIVE board is curated intentionally. We review each application to ensure strong alignment in business stage, owner mindset, and readiness to participate fully. Please answer a few short questions so we can determine if there is a board that fits your goals and availability.

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Business Snapshot

What industry is your business in?

Approximately what was your business’s gross revenue over the last 12 months?

How many employees or regular team members do you currently have?

Ownership, Partners, and Complexity

Who owns the business?

Are there multiple entities, locations, or related businesses involved?

Who would likely need to be involved in the Strategy Intensive?

Just me My spouse My business partner(s) Key leadership team members Family members involved in the business Not sure yet

Are all key decision-makers open to outside strategic guidance right now?

Current Need

What prompted you to explore a Strategy Intensive right now?

Which of the following best describes what you want help with?

Clearer direction for the business A major decision or transition Growth that feels messy or reactive Profitability or cash flow pressure Reducing owner dependency Partner, spouse, family, or leadership alignment Stronger execution and accountability Preparing for exit, succession, or long-term value Building a better business to own Other

What are the top one to three issues you would want to address during the Strategy Intensive?

Timing and Fit

How soon are you hoping to address this?

Anything else we should know before the initial conversation?