Business Planning Assessment

Are You Preparing For Strategic Independence?

If the value of your business is affected by perceived risk, have you assessed those aspects of your business that increase the perceived risk of your business or those value drivers that create additional enterprise value?


. If no, why not?
Please make a selection.

Which exit scenario from your business appeals most to you?







Please make a selection.

Do you have a written contingency plan in the event of death or incapacity? Would your organization follow the lead of the person(s) you have designated?


. If no, why not?
Please make a selection.

If there are family members in your business, have you planned to ensure your financial independence yet still meet your goal of passing the business to your family?


. If no, why not?
Please make a selection.

You are not alone. What other stakeholders have a vested interest in the continuation and future success of the firm? (mark all that apply)


How much information on the financial performance of your organization is shared with top management and to what degree are these individuals compensated based upon the financial success of the company?




Please make a selection.

Have you identified those tasks or roles that you must relinquish to strengthen the management group's sustainability into the future?


. If no, why not?
Please make a selection.

Are there true leaders in your management team or are they custodians? How satisfied are you with them, really?




Please make a selection.

How much of "what we do", "how we make money" and "what we know" is formalized in writing? How central is your role in all of the above?




Please make a selection.

Who will hold you accountable during the transition process to exit your business?





Please make a selection.

What will you gain and what will you lose upon your exit? Personally? Financially?

 

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