1. Exit Planning Assessment Questionnaire

To exit successfully, owners need a road map, experienced guides, and an implementation strategy. Before you choose where you want to go, let's figure out where you are.
 
Start by completing this Exit Planning Assessment. You will receive a customized Exit Planning Report based on your assessment answers. SVA will then help you develop a written Exit Plan based on your goals, objectives and concerns.
 

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* 1. What is your email address?

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* 2. I know when, how and to whom I want to leave my business.

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* 3. I know how much money I'll need annually after I leave my company to live a comfortable post-business life.

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* 4. The current value of my company meets or exceeds the value I'll need to retire comfortably.

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* 5. I know the after-tax value I will need from my business to meet my financial objectives.

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* 6. My key employees are motivated to grow the long-term value of the company.

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* 7. I have created a written, realistic growth strategy for my company that aligns with my Exit Plan.

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* 8. I have taken steps to protect my most valuable business assets (e.g., covenants not to compete for key people, restricted access to trade secrets).

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* 9. I seek and implement tax-efficiency strategies in my business.

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* 10. Do you intend to transfer your company to a family member or employee?

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