• LIFT MY BUSINESS CONFIDENCE ASSESSMENT

  • Assessment Overview

    This assessment has been designed to provide real optics into where you should feel confidence and where you need additional development and support in your business foundation.

    As you go through line-by-line, we ask that you consider the Confidence you feel with the systems you already have in place.

    Please use the key for support as you rate each area, as well as total up each section & your overall score. If you are unclear about the content of a row, go ahead & give yourself a low score & make a note for yourself in the section provided.

  • LEGAL
  • Incorporated & Maintaining Entity
  • Written Agreements in Place
  • Legally Compliant Team Structure
  • Protected Intellectual Property
  • Protected for Incapacity or Death
  • Legal Total      of 25.      

  • INSURANCE
  • Proper Home/ Auto Coverage
  • Proper Health Coverage
  • Proper Business Coverage
  • Proper Life Coverage
  • Community/ Network Support
  • Insurance Total      of 25

  • FINANCIAL
  • Money Map Numbers
  • Historic - Expense Tracking
  • Future - Financial Modeling
  • Weekly Review of Reports
  • Monthly & Quarterly Analysis
  • Tax Total      of 25

  • TAX
  • Current on Tax Filings
  • Clarity on Tax Filings
  • Proper Savings to Pay Taxes
  • Current on Paying Taxes
  • Strategy to Minimize Taxes
  • Tax Total       of 25

  • LIFT My Business Confidence Score        of 100

  • Should be Empty: