3 OF 7: MAXIMIZING AND PROTECTING BUSINESS VALUE
3:1 Do you have a key employee? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:2 Is your key employee incentive to increase the value of your company? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:3 Is your key employee "handcuffed" through vesting of performance incentives? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook.0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:4 Do you have an incentivized management team operating the business? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:5 Is there a plan in place to transition management responsibility that aligns with the timeline of your business exit? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook.0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:6 Have you done any Key Employee Insurance planning? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:7 Do you have a covenant not to compete in place? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:8 Have you separated business assets from business operations? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:9 Have you completed an employee compensation review and analysis? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:10 Is there a qualified retirement plan in place? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:11 Do you have an established and diverse customer base? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:12 Do you have a realistic growth strategy that aligns with your overall business and Exit Plan? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook.0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:13 Do you have efficient financial controls? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial
3:14 Do you have a tax efficient business structure in place? —Please choose an option— Yes No
Please rate how important this area is to your overall business outlook. 0 - N/A 1 - Not Important 2 - Somewhat Important 3 - Important 4 - Very Important 5 - Crucial