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