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* 1. Goals & Objectives

  No Maybe Sort of Almost Yes
Do you have defined goals and objectives for your business?
Are they written down?
I will know when my goals and objectives have been met.
My staff know what our goals and objectives are.

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* 2. Asset Protection

  No Maybe Sort of Almost Yes
I know what asset protection is.
I have identified and guaranteed my 'at risk' assets.
I do not sign guarantees (Personal or Directors).
My assets are not in my personal name or my trading entity business name.

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* 3. Structure

  No Maybe Sort of Almost Yes
I understand my business structure.
I have a partnership/shareholders agreement - including a Hardwired Dispute Resolution Plan.
I understand the tax benefits of my business structure.
I have an exit strategy from my business.

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* 4. Employment

  No Maybe Sort of Almost Yes
I have compliant employment contracts.
I have a performance management process for underperforming employees.
I have a retention strategy for key employees.
I have documented workplace policies.

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* 5. Premises

  No Maybe Sort of Almost Yes
I have a documented Lease (with self if owner occupied) for my premises.
I understand my rights and obligations pursuant to my Lease.
I have an option that I can exercise and I know my option date.
I know whether my Lease is capable of registration and if it is registered.

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* 6. Suppliers

  No Maybe Sort of Almost Yes
I have a documented arrangement with key suppliers.
Any guarantees are linked to the value of the supplies.
Supplies are not held on the PPSR.
I have more than one supplier of the same or a similar component.

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* 7. Terms of Trade

  No Maybe Sort of Almost Yes
I do not offer credit.
If I do offer credit, I have a registerable PPSR interest.
I seek personal guarantees from customers before I supply goods/services on credit.

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* 8. Personal

  No Maybe Sort of Almost Yes
I have a valid Will and Enduring Power of Attorney.
I have updated or renewed my Will and EPOA in the last two years.
If I die my family will receive my interest in the business or payment in lieu.
My family will be financially secure if I die.
I know where my super is and have a binding Death Benefit Nomination in place.

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* 9. To allow us to contact you please provide the following.

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