Client Onboarding – Welcome to Icon

Welcome to Icon Business Advisors

You’re officially in. Let’s get you set up for a great engagement.

This form helps us build your engagement profile so we can hit the ground running. The more detail you provide upfront, the better prepared we’ll be for your kickoff call – and the faster we can start delivering results.

Everything you share here is treated as strictly confidential under our signed engagement agreement.

What We Need From You

This form covers three areas:

  1. Company basics – Legal entity, structure, and contact info
  2. Business overview – What you do, how big you are, and who your key people are
  3. Engagement context – What we’re working on together and your priorities

Estimated time: 10-15 minutes. If you don’t have something handy, leave it blank and we’ll cover it on the kickoff call.

Client Onboarding Form

Fields marked with * are required. Everything else is helpful but optional.



📋 Form Coming Soon

We’re finalizing the secure onboarding form. In the meantime, your advisor will walk you through the information we need on your kickoff call.

Questions? Email us at info@iconbusinessadvisors.com or call 615-293-2793.

What Happens After You Submit

  1. We review your information – Your engagement lead will review everything within 24 hours
  2. Kickoff call – We’ll schedule a 60-minute kickoff to align on goals, timeline, and communication cadence
  3. Document request – You’ll receive a tailored document request list based on your engagement type
  4. We get to work – Your team starts executing while you focus on running your business

Need Help?

If you have questions about the onboarding process or need to reach your engagement lead directly:

Icon Business Advisors – Operators who advise.