Strategy Crafted. Results Measured.

Strategy Crafted. Results Measured.

“Strategy is important, but execution is key.” – Jack Welch
How Did You Hear About Us?

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How did you hear about us?*
If you were referred by someone, please state his/her full name.
General Business Information

“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill
Authorized Officer*

First Name Last Name
Authorized Officer's E-mail*
example@example.com
Authorized Officer's Tel. No.*

Area CodeTelephone Number
Today's Date*

MonthDayYear
Date
1. How is your business classified for federal tax purposes?*

C-CorporationS-CorporationLimited Liability Company (LLC)PartnershipDisregarded Entity/Sole Proprietorship
2a. What percentage of the business do you own?
2b. If you own less than 100%, how many other owners are there and what percentage of the business do each of them own?
3. How many employees does your business have?*

< 5> 5 but < 10> 10 but < 20> 20 but < 30> 30 but < 40> 50
4. What is the nature of your business and what help, if any, do you need?
Executive Bonus Plan (IRC 162)

"Clients do not come first. Employees come first. If you take care of your employees, they will take care of your clients." - Richard Branson
5. Business owners: STOP GIVING THE IRS MORE THAN NECESSARY! Has your business implemented any plan to significantly reduce its tax burden while rewarding key employees (yourself included) ---- without extra out-of-pocket costs?*
Protecting the Business Against the Loss of Key Employees

"No one is irreplaceable, but some people you never want to have to replace."
6. Are there individuals, including yourself, whose loss - voluntary separation, physical/mental incapacitation, or death - would pose a significant financial hardship to the business?*
7. If the answer to the previous question (#5) is Yes, has your business taken any steps to protect itself financially from that scenario?*
Protecting Your Business, Family and Assets

"Family is where life begins and love never ends."
8. If you are diagnosed with a CRITICAL/CHRONIC/TERMINAL illness today and unable to work for 12+ months, would you or your business be able to weather this storm financially? [** Illness can easily deplete even High-Net-Worth estates.]
9. 75% of the US population will need some form of long-term care (LTC) support from age 65+. If you are unable to perform any two (2) of the six (6) - BATHING | CONTINENCE | DRESSING | EATING | TOILETING | TRANSFERING - activities of daily living (ADL) due to a chronic illness, disability, or cognitive impairment, do you have a plan to PROTECT your assets and REPLACE your income? ***Life unfolds with unexpected turns.
10. Do you have in your portfolio any financial instrument that GUARANTEES safety of capital, predictable rate of return (ROR), and offers IRONCLAD INSULATION from rising taxes, inflation, and market volatility?
Retirement Planning

"Retirement is wonderful if you have two essentials—much to live on and much to live for".
11. Do you have adequate retirement assets other than the business?
12. Do you currently participate in a qualified retirement plan (401(k), 403(b), Sep-IRA, IRA, etc.)? If yes, have you accounted for the volatility in the equities market and income tax impact upon the distribution of the qualified plan income?
13. Do you own an annuity product or know exactly how one works? [ ** There are lots of myths around this financial instrument in the hyperspace. Rest assured, applied knowledge is power!]
Estate Planning

“Only put off until tomorrow what you are willing to die having left undone.” — Pablo Picasso.
14. Is your estate large enough to be subjected to federal or state estate taxes upon your death?
15. Do you have adequate liquidity so that estate taxes would not adversely impact your ability to pass on your business to your heirs?
16. Do you have non-business heirs that you want to ensure are treated fairly as part of your estate plan? If yes, do you have adequate non-business assets to accomplish your goal of treating them fairly?
17. Have you completed your estate plan - Trust(s) | Will | Healthcare Power of Attorney (HPOA) | Financial Power of Attorney (FPOA) | Deed Transfer, etc.?
Business Succession Planning

"The future of any organization depends on its ability to develop and maintain a steady stream of capable leaders." - Jack Welch
18. Does your business have a formal succession plan?*
19. Assuming the business has a formal succession plan, does it accurately reflect your goals and preferred exit strategy?*
20. Do you know the total value of your business*
Game Plan Alignment

Vision is the sketch; execution is the architecture.
21. What else is on your mind?
22. What’s your preferred channel and cadence to discuss your tailored recommendation?*
Thank you for carving out time to complete the survey. Your thoughful responses will become your roadmap.

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Sincerely,

Chando Global Group

📞 +1 704-247-7387 |🌐 www.cggrp.com |📧 info@cggrp.com
Should be Empty:

Strategy Crafted. Results Measured.

How Did You Hear About Us?

General Business Information

Executive Bonus Plan (IRC 162)

Protecting the Business Against the Loss of Key Employees

Protecting Your Business, Family and Assets

Retirement Planning

Estate Planning

Business Succession Planning

Game Plan Alignment