Business Owner Discovery · HLP Capital Advisory

Which best describes you?

The starting point is who you are today. We'll narrow in from here.

ABusiness ownerOperating company · looking to scale, refinance, or exit BFounderBuilding or scaling · capital or coordination need CExecutive · high-income W-2Building wealth through career + investments DAcquirerLooking to buy a business (bolt-on, platform, search) EPost-exit / liquidRecently sold a business · deploying capital FInheritor / family wealthMulti-generational household

What's top of mind?

The single question keeping you up. Multi-select if two are competing for the top spot.

Raising capital for the business Preparing to sell / exit Buying a business / acquiring Reducing tax burden Estate / legacy planning Coordinating advisors / consolidating view Better banking / private banking Family-office structure Treasury / cash management

When does this need to move?

Urgency changes which specialists we prioritize and which pre-work is achievable.

AUrgent · this quarterDeal in motion · deadline pressure B3 – 6 monthsStructured window · planning underway C6 – 12 monthsIdeal readiness window D12+ months / strategicBuilding infrastructure over time EJust exploringLearning what's possible

Business revenue band.

If you own a business — its size determines which specialists apply. Choose "not applicable" if you don't own one.

N/ANot applicableNo operating business AUnder $1MEarly-stage · founder-led B$1M – $5MEstablished small business C$5M – $25MLower-middle-market D$25M – $100MMiddle-market E$100M+Upper-middle / enterprise

Household net worth.

Approximate. Drives whether Personal CFO, Founder Financial Office, or Family Office tier is appropriate.

AUnder $2MFoundation phase B$2M – $10MPersonal CFO tier C$10M – $30MBridge tier · virtual office D$30M – $100MFamily-office range E$100M+UHNW · dedicated infrastructure

Where do we send your routing?

You'll get the diagnostic recommendation immediately on-screen — plus an email confirmation with next-step guidance.

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◉ ROUTING

Your best starting diagnostic.

Routing based on your profile.

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Chekelah's team will follow up within 24 hours with a personalized note. In the meantime, launch your recommended diagnostic to receive your Report™ within 48 hours of completion.

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