Business Readiness Assessment

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Please enjoy this short assessment which will get you thinking about where you plan to take your business in the long-term and whether it is ready to go on that journey with you.

Step 1 of 2
Who to count: (1) Business attorney, (2) CPA, (3) financial advisor, (4) spouse/significant other, (5) key employees, (6) exit advisor, (7) business broker. Please count them as "in place" ONLY if you have already worked with them (not "I'm going to do that").
Assessments to count: (1) business accomplishment of strategic objectives; (2) refresh of strategic environment and annual objectives; (3) assessment of year-on-year P&L; (4) assessment of year-on-year-balance sheet; (5) personal goal and financial gap analysis; (6) key personnel assessments.
Contact us to learn more about your options and the conditions and timelines that go with each one.
"I'm going to go fishing... play golf... travel the world... spend time with the grandkids." All great goals. But wanting to spend more time on a hobby, avocation, travel, or family is a lot different from doing it 30-40 hours a week, 52 weeks a year. If you only have one thing on your mind, within 12 months, you'll be miserable, and your family will be telling you either to find some more hobbies or go back to work.
This may be a bit counter-intuitive. The more the business is the center of your life, the more you're going to resist taking steps towards letting it go.
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