Planning Assessment Brochure
My Progress
Basic Information
Owner Objectives & Financial Resources
Maximizing & Protecting Business Value
Ownership Transfer
Business Continuity & Estate Planning
Owner First Name
*
Owner Last Name
*
Job Title
Owner Email Address
*
Owner Phone
Ext
Company Name
*
Advisor Name
Advisor Company
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I know when, how, and to whom I want to leave my business.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I know how much money I'll need annually after I leave my company to live a comfortable post-business life.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
The current value of my company meets or exceeds the value I'll need to retire comfortably.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I know the after-tax value I will need from my business to meet my financial objectives.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
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My key employees are motivated to grow the long-term value of the company.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I have created a written, realistic growth strategy for my company that aligns with my Exit Plan.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I have taken steps to protect my most valuable business assets (e.g., covenants not to compete for key people, restricted access to trade secrets).
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I seek and implement tax-efficiency strategies in my business.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
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Do you intend to transfer the company to a family member or employee?
Yes
No
I'd prefer to transfer my business to family or key employees, if they have sufficient resources.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I know how to transfer my business to family, employees, or co-owners for top dollar while paying the minimal amount of taxes.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
My insider transfer plan will not upset my family members.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
My successor has the skills and knowledge to run the business.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I've completed pre-sale due diligence and addressed all issues identified.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I've completed tax planning to maximize the after-tax sale proceeds I will receive.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I know whether, and for how much, companies in my industry are selling.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
I've documented the non-financial characteristics that make my company valuable to a buyer.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
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I have a written contingency plan for my business should something happen to me.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
My key employees will remain with the company if I die or become incapacitated.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
My family will have financial security if I die or become incapacitated before I transfer my company.
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
My estate plan explicitly addresses my business priorities (e.g., business cash flow, transfer of business ownership and any related real estate).
Strongly agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Strongly disagree
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