Financial Readiness Assessment – nowflourishing.org

What brings you to Flourishing?

Start a Business

Access Capital

Grow a Business

Not Sure Yet

Tell us about you.

Full Name

Email Address

Phone Number

City

County in Florida

Tell us about your business.

Business Name (if applicable)

Business Stage

How long has the business been operating?

Have you formally established your business entity?

Yes

No

Not Sure

Do you have an EIN?

Yes

No

Not Sure

What are you seeking?

How much capital are you seeking?

What would the capital be used for? (select all that apply)

Your financial snapshot.

Current Annual Revenue

Average Monthly Business Revenue

Average Monthly Business Expenses

Current Business Debt

Total Monthly Business Debt Payments

Current Cash / Business Reserves

Your current records.

Do you have a current Profit & Loss statement?

Yes

No

Do you have a current Balance Sheet?

Yes

No

Do you have a current Cash Flow statement?

Yes

No

Is your business currently profitable?

Yes

No

Not Sure

Personal credit score range

Below 680

Above 680

Not Sure

Are you willing to complete follow-up coaching before a financial-institution introduction?

Yes

No

Review and consent.

I confirm that the information I provided is accurate to the best of my knowledge. I understand that Flourishing is not a lender, does not make credit decisions, and does not guarantee financing. I understand that Flourishing may share my information with a financial partner only after receiving my explicit permission. I authorize Flourishing to contact me regarding coaching and next steps. I authorize Flourishing to retain my submitted information for internal program administration and coaching records consistent with the Privacy Policy.

By submitting, you acknowledge the Privacy Policy and Terms / Disclaimer.

Start with where you are.

What brings you to Flourishing?

Tell us about you.

Tell us about your business.

What are you seeking?

Your financial snapshot.

Your current records.

Review and consent.

Your assessment has been received.