Business Owner Basics

	Yes	No	Not Sure
Do you have an updated Will and Living Will and have you shared it with family?
If something happened to you tomorrow, would the business survive?
Have you documented your logins and passwords and shared them with the necessary people?
Do you have a formal (up to date) Buy-Sell or Operating Agreement?
Are your Key Employees properly incentivized to stay with you?
Have you completed any tax planning in the last 12 months?
Have you done any exit or succession planning?

YOUR RISK PROFILE >>

RISK SCALE: 0-5 IN CONTROL 6-12 BORDERLINE ISSUES 13-20 YOU DON'T HAVE CONTROL 21+ SMOKE & MIRRORS

0-5 TAKE A BOW You're in pretty good shape. Congratulations!
6-12 CAREFUL You have isolated issues that need to be addressed.
13-20 THIN ICE You have ignored important aspects in your business planning.
21+ THE BUSINESS CONTROLS YOU There's no good outcome here if you don't address this now.

Stop for a moment and consider your level of risk. And if you'd like to explore solutions to help you regain control of what you have worked so hard to build, submit your score below. We'd welcome the opportunity.

Company Name >>*

Full Name >>*

First NameLast Name

Primary Email >>*

Example@example.com

Phone Number >>

Area CodePhone Number

Business Owner Basics - Who's in control?