Who's Contact Information Do You Enter On Step 2?The contact information needed for step 2 should be the contact information of the primary business owner. This information is not published on the BizEquity Valuation Report, but can be helpful to the advisor for follow-up.
If you are using the BizEquity tool to prospect for new clients, having them supply contact information is very important. You can have some of these data entry points set as "Required." if you are interested in having any of these fields set as required, contact firstname.lastname@example.org.