Owner Based Planning Assessment
My Progress
Basic Information
Building Business Value
Minimizing Risk
Business Continuity
Owner Readiness
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 have created a written, realistic growth strategy for my company.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I have a three year financial forecast and understand my most important financial indicators.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
My key employees are motivated to grow the long-term value of the company.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I know my specific Value Drivers and Value Detractors and have taken action to improve them.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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I have taken steps to protect my most valuable business assets.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I have taken steps to protect my business from the sudden departure of a Key Employee.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I understand and review my personal financial plan annually with my advisor.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I have taken steps to protect my most valuable personal assets.
Yes
No
Importance
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Somewhat Important
Important
Very Important
Critical
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I have a written contingency plan for my business should something happen to me.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
My key employees will remain with the company if I die or become incapacitated.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I have an up to date Buy/Sell Agreement and the funding level supports my Business Continuity Plan.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
My family will have financial security if I die or become incapacitated before I transfer my company.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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I want to continue to be involved in the daily decision making/operations of my business (I'm not ready to or can't take a step back yet).
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
The current value of my company meets or exceeds the value I'll need to retire comfortably.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I know how much money I'll need annually after I leave my company to live a comfortable post-business life.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
I have the energy and desire to grow the cash flow of my business with my Key Employees.
Yes
No
Importance
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Not Important
Somewhat Important
Important
Very Important
Critical
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