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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!
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2
Your Email (for your score)
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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
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3
My financial life is not dependent on the business and I spend time doing what I want to do.
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4
I have a strategy to move profits from business to my personal balance sheet that will generate income for me later.
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5
I will not have to rely only on the sale of my business in the future.
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6
I have creative agreements that will keep my most important employees.
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7
I know what I could sell my business for today.
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8
I know all the margins in my business (marketing, employee, salaries, etc).
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9
My CPA/Consultant/CFO regularly updates me on how to make my business more profitable.
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10
My CPA does more than just file my taxes.
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11
I know the difference between an M&A Advisor and a Business Broker.
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12
I have a plan to maximize the sale price of my business that will minimize taxes and risk.
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13
Your Score
Did you score lower than 90?
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14
Name
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First Name
Last Name
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15
How did you hear about us?
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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 Correspondence
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