Asset Management and Wealth Planning

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This questionnaire helps you determine where you are on the road to a happy and successful retirement, and will show you areas you need to work on.
Strategic Planning Yes No Don't Know
Do you have a detailed written strategic plan for your business?
Have you updated your business succession plan within the past twelve months?
Do you have the results of a climate and culture survey available?
Do you have a process to integrate your internal communications plan with your external marketing plan?
Accounting and Finance Yes No Don't Know
Do you have internally generated financial information that shows you where you are year-to-date and where you expect to be at the end of the year?
Do you have timely and accurate accounting reports that eliminate surprises (good or bad) by your cash flow or profits and losses?
Is your internally generated financial information meaningful, timely and accurate?
Are your company's performance figures readily available to you throughout the year?
Human Capital Yes No Don't Know
Do you have a competency model for each of the core functionalities (marketing, sales, finance, etc.) in your company?
Do you have a process for measuring the current level of performance for each core function?
Do you have a succession plan in place to identify potential replacements for key positions and to provide training for these positions?
Do you have a compensation plan in place to recognize, reward and retain key players and/or positions?
Risk Management Yes No Don't Know
Do you have a documented business continuity plan in the event of your unexpected departure or that of a key executive or staff?
Have you measured the financial risk your company will face in the event of your unexpected departure or that of a key executive or staff?
Do you have a document governing the departure of an owner, whether by choice, disability or death?
Do you have an exit plan?
Operations and Systems Yes No Don't Know
Do you and your “executive” staff use dashboards to ensure you track key performance metrics regularly?
Do you use business models to help make critical business decisions?
Do you have a “Business Plan” and do you track performance to plan?
Do you regularly meet with all your senior-level managers in a formal meeting with an agenda distributed in advance?
Wealth Management & Estate Planning Yes No Don't Know
In the event of your death or disability, does your business have adequate liquidity to satisfy business debts or other obligations for which you have personally guaranteed or collateralized with personal assets?
Does the value of your business represent more than 20% of your net worth?
Have you taken steps to avoid probate entanglement upon your death or disability?
Does your estate plan specifically address who is to receive the business interest upon your death?
 

Items in red are required
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We will review your selections and create a custom report for you. We will call you to set a time to discuss the report with you in detail and help create an action plan to get you with implementing it. We have specialists in all the areas of estate planning that would be glad to help you with further answers to any questions you might still have.
 
 
 
What one business owner was looking for
 

I have found that one of the biggest problems that I have, is to have an extremely open discussion about my businesses (what to do next, why, with whom, strategies & tactics, etc) with someone who is close enough to the business to understand the nuances of it, and yet is dis-interested in the specific outcomes.

In other words, I really don’t have anyone that I can talk to that is a BUSINESS guy, who can understand the somewhat disparate businesses that I have going, and yet doesn’t have an agenda to push.


Excerpted from email from business owner
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