Ocala / Marion County · Business owners

Your perspective. Our starting point.

Help shape a free local resource for business owners and their families. Ten simple questions. A practical thank-you. A chance at something bigger.

Your experience helps us understand what owners need most.

Online survey submission and drawing entry are temporarily unavailable. This page describes the survey and planned contest; it does not collect answers or accept entries.

Built by business leaders, for business leaders and their families.

Tell us what you need. What gets in the way. What would actually help.

The planned survey has 10 multiple-choice questions. No financial documents. No sales appointment.

Start the survey

A thank-you for your time · Planned giveaway

The Local Owner Next Chapter Bundle

Every qualified participant with a local Ocala / Marion County business address is planned to receive Sellable.

One local owner · Five ways to move forward.

Individual results vary; no financial improvement is promised.

Prize details & professional review

Planned winner’s bundle. Final provider details, deliverables and official rules are pending. Assessment and audit services have no advertised dollar value. Financial, tax and legal decisions require review by appropriately qualified professionals.

Eligibility, timing & prize details

Planned entry deadline: January 31, 2027. Drawing date to be announced. Final eligibility, providers, prize scope and official rules pending. No purchase or appointment required.

No drawing entry is active.

WAR ROOM / RESOURCES

PDF / Sample Collection

Your complete discovery-to-execution packet: blank forms, fictional completed samples, and today’s updated risk assessment and client-experience survey.

9 documents · Collection updated October 27, 2026

Discovery & proposal

  1. Discovery Conversation

    The complete guided discovery conversation, ready to use.

    PDF · 10 pagesBlank template

  2. Discovery — Handwritten Sample

    A fictional completed discovery conversation with blue-pen answers.

    PDF · 10 pagesFictional sample

  3. Proposal & Next Steps — Take-Home Overview

    Conversation summary, next steps, the Three C’s, and scope and fees.

    PDF · 2 pagesTake-home overview

Clarity, Confidence & execution

  1. Client Clarity Assessment — Blank Homework

    The full client homework packet with the updated risk assessment.

    PDF · 42 pagesUpdated packet

  2. Client Clarity Assessment — Handwritten Sample

    Fictional returned client answers for the complete homework packet.

    PDF · 42 pagesFictional sample

  3. Clarity & Confidence Report — Mitchell Sample

    The current integrated Mitchell family Clarity and Confidence report.

    PDF · 59 pagesFictional sample

  4. Executive Summary & Coordinated Execution Plan

    The completed sample summary, priorities and coordinated follow-through.

    PDF · 24 pagesFictional sample

Updated review assessments

  1. Risk Tolerance Assessment — Updated

    The six-question assessment, separate client/co-client scoring and discussion guide.

    PDF · 5 pagesUpdated October 27

  2. Client Experience Survey — Updated

    The current ten-question client experience check-in with room for comments.

    PDF · 2 pagesUpdated October 27