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Goals are not routinely discussed, the company is in a constant reactive mode.
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We have a well-conceived business plan based on routine strategic planning.
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As founder, my financial position and that of my family are entirely at risk.
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As founder, I have diversified my assets to safeguard myself and my family.
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Top management turnover is at risk due to the lack of a well-planned benefits plan.
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We have a competitive benefits plan managed by a professional human resource executive.
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There is no formal business valuation and no analysis of market comparables.
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The company has a routinely prepared business valuation by a certified professional.
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My family and shareholders have no buy-sell safeguards in the event of my departure.
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We have a formal buy-sell plan, which is adequately funded so that the business can continue with current ownership.
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There is no formal succession plan in the event of my departure.
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A formal plan for succession is in place, independently funded, and is updated on an annual basis.
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My retirement is entirely dependent on the sale of my business.
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My retirement is independently funded and not dependent on the sale of my business.
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The current tax laws are confusing and are not a priority.
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We have a certified tax professional who prepares our taxes and conducts tax planning.
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The company is managed without advisors, such as bankers, financial experts.
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We have a well planned review of our corporate risk by advisors in finance, tax, law, and insurance.
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We have no relationship with a certified professional in financial services.
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We are served by a financial advisor with extensive knowledge of our financial portfolio.
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WE APPRECIATE YOUR FEEDBACK
We think that this survey is comprehensive, insightful, and thought provoking.
We appreciate the time and experience use to craft the questions.
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This survey is off the mark and is of no use to me at this time.
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We would be very willing to set up a discovery call to determine what the next steps should be.
(Please see calendar link below.)
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We have no further interest in this matter.
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