Business Benchmark

All information you provide here is strictly confidential, some of the questions require you to be introspective and honest with yourself.

These may dig deep into your self- awareness or self-perception – when they do you will know that the results and the subsequent discussions we have will be meaningful and allow you to reap the benefits of insight we can develop for you.

Don’t forget this information is used to:

1) Tailor; Tips, Articles and stories of Success or Breakthroughs to your personal needs
2) Provide select clients, hot of the press, important insights
3) Get you access to, invitation only, private groups and meetings

Let’s Start!

Exit Strategy - Survey Tool

Name *

First

Last *

Last

Email Address *

Phone Number *

Level of belief in my plan to maximize the investment return on my Business *

I don't know

Some

It's an old Plan

I'm working on it

I'm regularly measuring value and risk

Level of belief that all other critical stakeholders will cooperate with and support my strategy *

I don't know

We've had conversations

Agreements are not documented

It's in writing and they have a copy

They are key players doing their part

I have a personal financial plan for my eventual retirement – Independent of Business Value *

I have a will and some insurance

There is a plan and I'm investing some

I'm working the plan and it is updated annually

I can afford to retire now if I choose

The Business financial statements support a strong business valuation by showing the highest possible cash-flow *

I want more cash-flow

I take advantage of the business tax structure

My CPA advises on tax effective expenses

I can document expenses and activities that benefit me personally

A Business Appraiser has determined "Add-Backs"

Itemised Accounting line items are benchmarked against growth or value objectives

Business growth is based upon choices backed by data *

N/A

We have market penetration data

The business has some product and customer value data

Customers and products are kept to maintain benchmarks

Marketing, Channels, Customers and Products are developed to market and business need

Data drives competitive positioning

The business valuation was completed by a qualified Appraiser *

No or Unqualified Valuation

CBV

ABV

ASA

ABAR

These are qualifications recognized by the IRS and Insurance companies for claim payout.

There is a succession plan for each critical role in the business with Life and Disability Insurance *

No

Some but not all

Yes

Yes with full "Key Man" Insurance

There is adequate and available capital reserve and criteria for its use *

I don't know

No

Yes capital, not sure about useage criteria

Yes - Both

The company has a professional advisory board *

Just Family and Friends

No

Yes

Yes and they choose the Chair

The business and its advisors understand our Market and where it is going *

I don't know

No

Yes

Yes and it's in the Annual Strategic Plan

Please add any comments

reCAPTCHA