2023 SAGE Advice Program Application

This is the application for the Capital One SAGE Advice Program. For full details on the program, visit our website.

Applications are due by Friday, June 16, 2023 by 5:00pm CST.

Applicant Information (participant must be the owner of the business)

1. First and Last Name *

2. Title *

3. Email Address *

4. Cell Phone *

5. Mailing Address for Materials (If accepted into the program, materials will be mailed to you. Please provide the address where you'd like those sent.) *

Business Information

6. Business Name *

7. Business Website *

8. Business Headquarters City and State *

9. Year Established *

10. Industry *

11. # of Employees (FTE), including yourself *

12. # of Part-Time Employees (temporary and contractor) *

13. Are you planning to hire full-time employees in the future? *

Yes

Depends

14. Profit for 2022 *

15. Gross Revenue for 2022 *

16. Profit for 2021 *

17. Gross Revenue for 2021 *

18. Profit for 2020 *

19. Gross Revenue for 2020 *

20. Profit for 2019 *

21. Gross Revenue for 2019 *

22. Profit for 2018 *

23. Gross Revenue for 2018 *

Tell Us About Your Organization

24. Briefly describe your products and/or services, including target market. *

25. What is the mission of your company? *

26. How do you differentiate your products/services from your competition? *

27. Share three goals you have for the business over the next 12 months. *

28. What is your five year vision for the business, in terms of revenue and employees? *

Program Participation

29.

This program requires about 50 hours worth of presentations and group discussions plus your own time for one-on-one meetings and working on your One Page Business Plan and budget. By applying for this program, you confirm that you are available for the below presentation and group discussion dates and times and will invest your own time in meeting with your Business Resource Partner from Capital One (during the week between 9:00 and 6:00) and working on your One Page Business Plan and budget.

All times are central.

July 19 from 9:00 – 3:30
July 20 from 9:00 – 1:00
August 23 from 9:00 – 3:30
August 24 from 9:00 – 1:00
September 20 from 9:00 – 2:30
September 21 from 9:00 – 12:00
October 11 from 9:00 – 3:30
October 12 from 9:00 – 12:00
November 15 from 9:00 – 3:30
November 16 from 9:00 – 12:00
December 8 from 9:00 – 12:00

Yes, I am available.

30.

To work on your budget, you will need to share your financial statements and tax returns with your advisor in a confidential, one-on-one setting. Confirm that you're ready to do so.

Yes, I am ready.

31. Briefly describe why you want to participate in this program. Share specific goals you have been trying to achieve and why participation in this program will help you reach them. *

32. What would be the best outcome for you from this program? *

33. Have you participated in similar business programs before? *

Yes

34. Which one(s)? *

35. What was your number one takeaway from the program(s)? *

38. Share any additional information you would like us to know about your business.