Business Health Check Intake Form
You can’t fix what you don’t see. Let’s take a closer look.
Name
First Name
Last Name
1. Is your business registered and in good standing with the state?
Yes
No
2. Do you have an up-to-date Operating Agreement or Bylaws?
Yes, recently reviewed
We have one, but it hasn’t been updated in years
No
3. Are all owners and partners clear on roles, rights, and responsibilities?
Yes
Somewhat
No
4. Are your business and personal finances kept fully separate?
Yes
Somewhat
No, they're blended
5. Do you carry business insurance (e.g., liability, errors & omissions, cyber, etc.)?
Yes
Somewhat
No, they're blended
6. Do you have an accountant or bookkeeper regularly reviewing your financials?
Yes
We do it ourselves
Not currently
7. Do you have a written succession or continuity plan if something happens to you?
Yes, it’s documented and shared with key people
It’s in my head
Not at all
8. Is your business mentioned or integrated into your estate plan?
Yes
I think so
No/Not Sure
9. Do you have written contracts or agreements in place with employees, contractors, or partners?
Yes, for everyone
Only for some
No formal agreements
10. Do you conduct regular reviews of internal processes, systems, and compliance?
Yes
Occasionally
Not Yet
11. What’s one thing about your business that keeps you up at night—or that you know needs more attention?
12. If you would like us to review your business documents you can upload them here.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: