Survey Clients (Business Advisory)

Please think about your own business as you read the following. Could you please indicate how each sentence resonates with you?

Please note: You can choose to answer anonmously.
I know my business has changed but I am not clear on what our next move is*

1

2

3

4

5

1 is Disagree, 5 is Agree
I don't have the right experience or enough experience in my team *

1

2

3

4

5

1 is Disagree, 5 is Agree
I often feel like I am carrying all of the load in our business*

1

2

3

4

5

1 is Disagree, 5 is Agree
I don't have the confidence to financially invest in my business*

1

2

3

4

5

1 is Disagree, 5 is Agree
I frequently think that I am "chained" to my business*

1

2

3

4

5

1 is Disagree, 5 is Agree
I have thought about working "on" my business rather than "in" my business*

1

2

3

4

5

1 is Disagree, 5 is Agree
I often think: Has my business become too reliant on me?*

1

2

3

4

5

1 is Disagree, 5 is Agree
Your 2022 and beyond planning

Please tick all that apply or have we missed something really significant?
What challenges or opportunities are you currently thinking about?*

Strategic business planningGovernance and complianceTeam engagement and performanceEmployee share plansFinancial modellingCashflow budgeting and reportingStrategic capital investmentBusiness valuationShareholder agreementsExit planning and executionReporting and accountability across the entire businessNone of these applyOther
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Optional. Please choose to leave your feedback anonymously or if you would like to chat more please include your details.
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Your 2022 and beyond planning

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