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Long-Term Goals and Plan for Growth

Would you like to send the completed form to yourself or someone else by e-mail? If so, please provide the following:

Your name:
Your e-mail address:
Address you wish to send the results to:

What are your quantifiable goals for the next one to ten years?

One Year Five Years Ten Years
Percentage of market share
Number of employees
Number of locations
Annual sales
Profits or percent of margin
New products/services
Other

Rank your top priorities for the next five years from 1 to 5, with 1 being your highest priority:

Increase salaires of owners
Increase employee compensation
Add employees
Add production capacity
Increase profits
Retire debts
Increase cash
Add locations
Add new products/services
Other
Other
Other
Other
Other

Are these priorities shared with your management team? Yes No

Long-Term Goals and Plan for Growth

  1. What are your strategies to achieve the goals and priorities you have defined and how will you implement these strategies?

  2. What risks do you face in pursuing your goals and priorities and how can you minimize these risks?

  3. What is your plan for exiting the business (sale, merger, acquisition, franchise, close)?

  4. Key assumptions for growth plan (sales level, production capacity, physical plant limitations, etc.):

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Northern Initiatives can be contacted at (906)228-5571

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