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Success Story Request Form

This form is intended for internal purposes only.
If you are not a SBDC staff member, please use the contact page to get in touch.







    A. CLIENT CONTACT INFORMATION

    Note: To be completed by Director/Business Advisor

    B. BUSINESS ADVISOR(S) CONTACT INFORMATION

    Note: May need to contact Business Advisor for additional information

    C. CRITERIA FOR SUCCESS STORY CANDIDATE

    Note: Differing criteria exist for startups and for existing businesses

    Startups

    Profitability is NOT required IF business has been operating for less than six months. Main point is that SBDC assistance helped a company go from ground zero to opening its doors.

    Consulting and/or classes that result in: (check all that apply)

    Business plan creationOpening for businessObtaining a loanJob creationMarketing planBusiness setup (license/permits)

    Existing businesses

    Profitability IS required for businesses operating for more than six months.

    Consulting and/or classes that result in: (check all that apply)

    % or dollar amount increase in revenues, sales or profits.

    Please indicate
    or

    Debt funding (e.g. loans, factoring, etc.)Equity funding (e.g. personal, angel, venture, etc.)Retaining employeesTurnaround from brink of closure/bankruptcyQuantifiable improvement in operations (e.g. efficiencies, cost reductions, speedier payment of invoices, increased profitability, etc.)Expansion – new product, change of plant/office locationMentoring of business owners/partnerships with SBDC’sObtaining new clients/marketsCreation of new jobs

    BACKGROUND INFORMATION

    Note: (2-3 sentences per question)

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