Thriving or Surviving?
A Business Checkup
Polaris Wealth Advisors and Upkeep Business LLC have joined forces to offer a comprehensive Business Diagnostic Service designed to ensure your business is where it needs to be.
This quiz is just the beginning - a way to reflect on key factors that impact the lifeline and overall health of your business. By answering these questions, you’ll gain insight into the areas where you’re thriving and where you may need to adjust for the long term stability and success. Take a few moments to assess your business’s well-being and discover actionable steps to keep it on the right path!
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Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Name of Business
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Begin with the end in mind! Do you have an exit strategy?
Do you know your numbers? Monthly/Quarterly/Annual expenses? Top 10 customers & Vendors and total revenue/expenses? Recurring Revenue vs. One-time revenue?
Do you know what your tax liability will be before the end of the year and are the funds set aside for this?
Do you have sufficient cash on hand to cover unexpected circumstances that may last 3+ months?
Do you have a retirement savings plan ( such as a SEP IRA or 401-k ) for business owners?
Are your expenses in line with your growth objectives?
Are you pricing your products or services correctly to ensure profit?
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