Business Legal Health Check

1

Entity type operating the business

Sole Trader

Partnership

Company

Trust

2

Is there a formal agreement governing the relationship with your business partner covering exit arrangements, disputes, and decision making?

Yes

No

Unsure

3

Are all loans relating to the business documented?

Yes

No

Unsure

4

Does the business have written terms and conditions governing dealings with customers or suppliers?

Yes

No

Unsure

5

Does the business use a standard written agreement with customers or suppliers, especially key customers or suppliers critical to the business?

Yes

No

Unsure

6

Does the business ever proceed with work based on informal agreements such as verbal or email-only arrangements?

Yes

No

Unsure

7

Are you aware of any intellectual property owned by the business?

Yes

No

Unsure

8

Does the business allow others to use its intellectual property (for example, customers), and if so are those arrangements in writing?

Yes

No

Unsure

9

Does the business operate under any intellectual property licensing arrangements, and if so, are those agreements in writing?

Yes

No

Unsure

10

Does your business employ any staff?

Yes

No

11

Are employees issued a written employment agreement?

Yes

No

Unsure

12

Does your business engage any contractors or consultants, and if so, are they engaged under written agreements?

Yes

No

13

Do you provide any goods or services before receiving full payment, and if so, do you obtain any form of security from your clients (e.g. security deposits or guarantees)?

Yes

No

Unsure

14

Do you register security interests (e.g. on the Personal Property Securities Register) where appropriate?

Yes

No

Unsure

15

Does the business need any licences, permits, or registrations to operate, and if so, are they all current?

Yes

No

Unsure

16

Does the business collect personal information from customers, employees, or other individuals?

Yes

No

Unsure

17

Does the business have an easily accessible privacy policy explaining how it collects, uses, and stores personal information?

Yes

No

Unsure

18

Do you lease or own the premises from which your business operates?

Lease

Own

Not applicable

19

Do you have a formal written lease in place?

Yes

No

20

Are there any terms of the lease you are unsure about? (e.g. rent reviews, outgoings or make good)

Yes

No

21

Have you experienced any disputes with your landlord or issues with the premises?

Yes

No

22

Are you planning any of the following in the next 12–24 months?

Expansion by purchasing or starting another business

Taking on investors

Selling the business

23

Are there any areas of your business where you are unsure about legal risk?

Yes

No

24

Other legal issues or concerns relating to your business you would like to discuss:

25

Congratulations, all done! To reveal your health check score, we just need a couple of details. Your name:* This field is required.

26

Your business name:* This field is required.

27

Phone number:* This field is required.

Area Code

Phone Number

28

E-mail address (this is where we will send your health score to!):* This field is required.

example@example.com

29

Total score