Value Driver Assessment
My Progress
Basic Information
Strategic Objectives
Quantify Resources
Close The Gap
Owner First Name
*
Owner Last Name
*
Job Title
Owner Email Address
*
Owner Phone
Ext
Company Name
*
Advisor Name
Advisor Company
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Have you established the date (e.g., May 1, 2027) that you wish to stop working in and for your business?
Yes
No
Importance
Please Select...
Not Important
Somewhat Important
Important
Very Important
Critical
Do you know how much money you will need, annually, after you leave your business to live a comfortable post-business life?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Have you chosen your Exit Path and/or successor?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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Do you have strategies in place to increase your company's current cash flow?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Do you know how much money you will need from the sale or transfer of your business to meet your financial objectives?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Do you know how much income your personal financial assets will likely generate beginning on your planned business exit/retirement date?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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Does your company have a similar approach and business plan?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Have you assessed and addressed all threats facing your company?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Can your key management team run your company in your absence?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Have you done everything legally possible to minimize the taxes you'll pay when you leave your company?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Does your company have the systems necessary for a successor to operate it successfully?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
Do you understand and constantly use your company's financial information to improve performance and cash flow?
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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