leadership transitions, llc

Name *

First Name

Last Name

My business is best described as: *

A Small Agency - Myself and support staff - generally 2-6 people

A Medium Agency with a single office, multiple agents or reps and support staff - generally 10-15 people

A Large Agency with multiple offices, multiple licensed agents/reps in each office and support staff - generally 20+ people.

How many owners are there? *

One

Two

Three

Four or more

What is the average age of your Producers *

35-45

45-55

55+

What is the age of your Office Manager or COO? *

35-45

45-55

55+

How many famiy members in addition to yourself work in the business? *

None

One

Two

Three

Four or more

Who will run the business next? *

Undecided

Immediate family member

Current employee

Outsider

Who will own the business? *

Undecided

Immediate family member

Current employee

Outsider

Is there Vision Statement for the business? *

Yes

No

Is there a Values Statement for the business? *

Yes

No

Do these guide behavior and decision making on a daily basis? *

Yes

No

Do you use a Strategic Planning Process every year? *

Yes

No

Is there a Leadership or Management development process being done? *

Yes

No