Protect, Grow, Exit Funnel

1

I have created a plan on EXACTLY how I will eventually sell and exit my practice.* This field is required.

Yes

No

I don't know

2

My income in retirement will be similar to my income as a practice owner and not reliant on how well the stock market performs.* This field is required.

Yes

No

I don't know

3

My financial statements (Tax Returns, Profit Loss, Balance Sheet, Cash Flow) are accurate and up-to-date to provide the highest value for my practice.* This field is required.

Yes

No

I don't know

4

My assets outside of my practice are greater or equal to the value of my practice.* This field is required.

Yes

No

I don't know

5

I know how much money I could receive if I were to sell my practice today.* This field is required.

Yes

No

I don't know

6

Your Score (Based on 100)

7

Your score is {yourScore14}!! Impressive!

Based on how you answered the questions, there might be ways to improve the overall efficiency of your plan to build up assets outside of your veterinary practice and eventually exit when you want to on your terms.

8

Your score is {yourScore14}!!

It looks like you're off to a good start but there are a few things that you might want to consider to get the most from your exit plan, build up wealth outside of your veterinary practice, and make sure the value of your practice and the income that it provides to your family is fully protected.

9

Your score is {yourScore14}!!

Based on your answers, there are many holes inside your overall plan to protect, grow, and eventually exit your practice on your terms. You might want to consider speaking with someone to review your plan and to get the most from how you're planning .

10

You scored {yourScore14}!!! You [Look Almost] Perfect!

It looks like you have taken the time to really understand how to maximize your planning. We would love to hear about everything that you have done in your plan and what provides you with so much confidence.

11

Your Name* This field is required.Let's customize your report with your name.

First Name

Last Name

12

Your Complimentary Report!* This field is required.After submitting this form, the report will be sent to your email with your answers from this quiz and descriptions of what you could start doing today to coordinate your personal and business financial plan to increase your retirement income plan after selling. 2022-140280 Exp 7/24

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