How much do you know about your business financial plan?

1

How much do you know about your business plan?

Take the brief 10 question assessment to find out!

2

My financial life is not dependent on the business and I spend time doing what I want to do.* This field is required.

Agree

Disagree

Not Sure

3

I have a strategy to move profits from business to my personal balance sheet that will generate income for me later.* This field is required.

Agree

Disagree

Not Sure

4

I will not have to rely only on the sale of my business in the future.* This field is required.

Agree

Disagree

Not Sure

5

I have creative agreements that will keep my most important employees.* This field is required.

Agree

Disagree

Not Sure

6

I know what I could sell my business for today.* This field is required.

Agree

Disagree

Not Sure

7

I know all the margins in my business (marketing, employee, salaries, etc).* This field is required.

Agree

Disagree

Not Sure

8

My CPA/Consultant/CFO regularly updates me on how to make my business more profitable.* This field is required.

Agree

Disagree

Not Sure

9

My CPA does more than just file my taxes.* This field is required.

Agree

Disagree

Not Sure

10

I know the difference between an M&A Advisor and a Business Broker.* This field is required.

Agree

Disagree

Not Sure

11

I have a plan to maximize the sale price of my business that will minimize taxes and risk.* This field is required.

Agree

Disagree

Not Sure

12

Your Score

Did you score lower than 90?

13

Name* This field is required.

First Name

Last Name

14

How did you hear about us?* This field is required.Guardian does not issue nor advise for Auto, Homeowners, Umbrella, or Health Insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-90435 Exp. 11/21

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Email

15

Your Email (for your score)* This field is required.After completing the brief assessment and filling in your contact information you will receive an email with your score. If you score lower than 90 we can provide you with actionable steps right now that you could take to improve your plan.

example@example.com