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Scale to Profit Business Summit

Pre-Summit Intake Form

Thank you for securing your seat at the Scale to Profit Business Summit on October 18, 2025 at the Garden City Hotel, NY.
Please complete this short intake so we can curate your experience, connect you with the right people, and serve you at the highest level.

Contact Information

  1. Full Name

  2. Email Address

  3. Mobile Number

  4. Company/Practice Name

  5. Professional Title

Your Practice or Firm

  1. Which best describes you?

  • Physician (solo practice)

  • Attorney (solo practice)

  • Service Provider (solo/independent)

  • Other: ___________

  1. How long have you been running your practice/firm?

  • 0–2 years

  • 3–5 years

  • 6–10 years

  • 10+ years

  1. What is your biggest challenge right now? (choose up to 2)

  • Structuring the business

  • Simplifying day-to-day operations

  • Scaling revenue without burnout

  • Sustaining growth long-term

  • Succession or exit planning

  • Client/patient communication & retention

  • Other: ___________

Your Goals for the Summit

  1. What are the top 3 results you want to gain from attending?

  2. Which of these areas would you like the speakers to address most?

  • Legal & financial frameworks

  • Succession planning

  • Scaling strategies

  • Communication skills

  • Networking & partnerships

  • Branding & visibility

  1. Are you interested in:

  • VIP upgrade (if not already purchased)

  • Sponsorship opportunities

  • Strategic Partnership opportunities

Event Experience

  1. Do you have any dietary restrictions?

  2. Do you have any accessibility needs?

  3. How did you hear about the summit?

  • Referral

  • LinkedIn

  • Email newsletter

  • Strategic Partner

  • Other: ___________

Final Touch

  1. One sentence: If this summit gave me one breakthrough, it would be…

Confirmation

Thank you for completing your intake. Your responses will help us tailor your summit experience and make the most of your time at the Garden City Hotel.