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Business Owner Risk Assessment
Indicate the degree to which you agree or disagree with the statements below.
This Assessment is on a (1 - 10) Scale. (1) Disagree to (10) Agree.
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We have an active program in place that enables us to retain our key people.
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We have a buy-sell agreement that has been reviewed/modified within the last 36 months and covers all contingencies that could cause/force a sale.
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My company had a formal valuation from a qualified, independent entity within the last 36 months.
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I would not have any problem getting cash for the full value of my company if I desired.
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Regardless of what may happen, my company has a solid plan in place to maintain the continuity of the senior team.
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My corporate structure is in alignment with my personal planning and estate planning.
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If I am unable to work for more than a year, the company will be able to continue to operate smoothly and I do not have to worry about being paid.
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My company would not be impacted negatively if a key employee (senior team or not) were unable to work for more than a year.
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Regardless of what happens to an owner or key executive, we all have adequate cash to maintain our business operation and personal lifestyles.
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My employee benefits program provides above-market benefits, is cost effective, and is easy to administer.
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Agree
The financial issue(business or personal) that I am least comfortable with is:
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Your answer
Name
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Your answer
Title
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Your answer
Company
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Email Address
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Phone Number
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Your answer
Thank You!
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