Please select an answer by clicking a response box. Click "Unsure" if the issue needs further consideration or further action.
1. Have you analysed how future changes in technology will impact your industry and business?
Yes
No
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2. Do you know how your business’s key performance indicators compare to industry benchmarks?
Yes
No
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3. Do you have a documented plan to grow your business?
Yes
No
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4. Have you identified your top 5 business risks (e.g. cash flow management, loss of key customers) and how they will be managed?
Yes
No
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5. Are you able to produce accurate financial information on your sales, costs and profit margins for each key product/service category?
Yes
No
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6. Do you have a management and ownership succession plan in place so your business can operate without you?
Yes
No
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7. Is your business keeping up with the changes in customer demands for your products/services?
Yes
No
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8. Are your staff engaged to grow your business?
Yes
No
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9. Do you have sufficient income and assets apart from your business to fund your retirement or next business venture?
Yes
No
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10. If a trigger event (ill health, relationship breakdown, death/TPD) were to occur are your personal, family and business assets protected?
Yes
No
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