New Client Coaching Application

Please complete the following form in its entirety to apply for business coaching.

Are you brand new to Mountain BizWorks? Welcome! We suggest beginning with our free Orientation session. In the startup phase, we also suggest taking our Foundations Business Planning course and then signing up for 1:1 business coaching.

Note: If you have a loan or in the past 6 months took the Foundations Business Planning course or received 1:1 coaching please fill out our existing client application for business coaching. (Not sure how long it’s been since you connected with us? Log into your Client Portal to view past/ active coaching projects and see your last session date. New clients will receive an email when we process your application and activate your portal.)

Questions? Contact Jill Kichefski at jill@mountainbizworks.org or 828-253-2834 ext. 17.

Your Primary Contact Information
Name*
First Last
Email*
Phone*
Do you have a loan through Mountain BizWorks?*
Hidden
In SalesForce?
New Client Information
Home Address*
Street Address City State ZIP Code
County (Example- Buncombe)*
Gender*
Ethnicity*
Current Military Status*
Primary Language*
Date of Birth*
Are you the head of your household?*
Current Military Status*
How did you hear about us?*
- Word of mouth
- Mountain BizWorks website
- Other website
- Social media (Facebook, etc.)
- Newspaper
- Bank or other lender
- Ad
- Chamber of Commerce
- Small Business Center
- SCORE
- SBA
- SBTDC
- Other Local Non-Profit
- Other
Please check all that apply!
Scholarship Information
Would you like to apply for a Mountain BizWorks scholarship?*
Scholarship Application
Mountain BizWorks and our funding partners strive to expand access to our services by offering financial-need based scholarships as current support allows. Please answer the following questions to the best of your ability and note these expectations of our scholarship awardees: 1) you'll need to provide documentation verifying your income level & a photo ID- see below; 2) you'll agree to participate in an annual impact survey. Your information will be kept strictly confidential by Mountain BizWorks and, if required, by our scholarship funding partner. Please contact us if you need any assistance in completing the application. Documents can be emailed to scholarship@mountainbizworks.org if you choose not to upload them at this time.
Total Annual Household Income*
Please enter the dollar amount of adjusted gross income as reported on your most recent tax return. If you share finances with a spouse and file separately, please report the combined income total.
Total # of people supported by this income including yourself.*
Hidden
Projected Total Household Income for 2021
Additional Financial Situation Details
Please use this space to optionally provide any additional details on your current financial situation that may help clarify any of the answers above or otherwise help us consider your scholarship request.
Proof of Income & Identification*
- Documentation is attached below
- I'm emailing it to scholarship@mountainbizworks.org
Proof of income and identification is required to process your application. You may attach it below (fastest) or email it to scholarship@mountainbizworks.org. Acceptable proof of income includes A) most recent tax filing (first page only), B) most recent W-2, C) 2 consecutive paystubs, or D) other documentation deemed sufficient by MBW staff to verify the income reported above. We have a document that our notary can certify if you do not have any of the above forms of annual household income documentation. Please call or email Millie Smith at scholarship@mountainbizworks.org about that option. Acceptable proof of ID includes a copy of your driver's license or other publicly issued ID.
File Upload for Income*
Drop files here or

Max. file size: 300 MB, Max. files: 4.
File Upload of Photo ID*
Drop files here or

Max. file size: 300 MB, Max. files: 4.
Business Status
Are you currently in business?*
Are you a current or aspiring farm enterprise?*
Farm Profile
We are pleased to be partners with the Appalachian Sustainable Agriculture Project and can provide reduced cost coaching to qualifying farms.
Is your farm Appalachian Grown™ certified?*
- Yes, my farm is certified
- Not yet
Active or in-progress certification may be required to received reduced cost services through our ASAP partnership.
Acres in Production*
Farming Status*
Topics of Interest*
- Direct Marketing & Branding
- Business Planning & Recordkeeping
- Developing Production Strategies for Direct Markets
- Other (please specify below)
Select all that apply.
Other Topics*
Business Profile
Business Name*

Include DBA if applicable
Please provide a one-sentence description or "elevator-pitch" for your business. (max 250 chars.)
Business Web Address
Business Phone
Year Started*

Example: 2017
Legal Status*
- LLC
- Corporation
- Sole Proprietorship
- Partnership
- Non-Profit
- Not Incorporated
- Other
Tax ID / Federal EIN*
If you have a DUNS #, please enter it here.

This is a unique nine-digit identification number for each physical location of your business. https://www.sba.gov/contracting/getting-started-contractor/get-d-u-n-s-number
S.S. # (sole-proprietorship only)*
Number of full time staff*
Full Time = 30 hrs/wk or more. Please include all paid positions including W-2 positions, owner positions and any contractor positions that are consistently supported.
Number of part time staff*
Part Time = less than 30 hrs/wk. Please include all paid positions including W-2 positions, owner positions and any contractor positions that are consistently supported.
Are you the sole owner of the business?*
- Yes
- No
Please list all owners of the business
Name Title Gender Race % Ownership
Business Mailing Address (if applicable)
- Business mailing address is same as my home address
Business Mailing Address
Street Address City State ZIP Code
Business County (Example- Buncombe)*
Businesss Physical Address
- Physical address is same as mailing address
Business Physical Address
Street Address City State ZIP Code
Hidden
Biz Mailing County (Don't Need)*
For the most recent full business year, what was the business' gross sales/revenues?*
(Please provide an estimate if the exact figure is unknown. Enter zero (0) if not yet in business.)
For the most recent business year, what were the business' profit/losses?*
(Please provide an estimate if the exact figure is unknown. Enter zero (0) if not yet in business.)
Startup Profile
Please provide a short (250 chars. max) description of the business concept or the opportunity you'd like help with.*
Coaching Goals & Topics of Interest
Please share with us what you hope to achieve with your business coach.*
Select the top 2 area(s) you would like to receive business coaching support.*
- Business/Strategic Planning
- Financials
- Marketing
- Operations
- Human Resources & Personnel Management
- Adapting Products or Services / Diversifying Your Revenue Streams
- General Business Coaching
Is there additional information you'd like to share with us? If you would like to request a specific coach, please do so here.
Certify & Submit
Certification of Accuracy*
- I do hereby certify that all information given in this application is true and accurate to the best of my knowledge. I understand that Mountain BizCapital, Inc. dba Mountain BizWorks and/or its agent may rely on the accuracy thereof in acting on this application and that any fraudulent information may result in disqualification from the program. I give my permission for Mountain BizWorks and/ or its agent to make inquires as to my income and my employment. For subsidized coaching applicants only: I also give my permission for Mountain BizWorks to share my application information with City of Asheville and HUD officials while conducting official business.
Email
This field is for validation purposes and should be left unchanged.

New client application for business coaching

Please complete the following form in its entirety to apply for business coaching.

Your Primary Contact Information

New Client Information

Scholarship Information

Scholarship Application

Business Status

Farm Profile

Business Profile

Startup Profile

Coaching Goals & Topics of Interest

Certify & Submit

Stay connected to the local community of entreprenuers with Mountain BizWorks.

Name	Title	Gender	Race	% Ownership