Provide answers on a sliding scale from 1-6 with 6 being reserved for area(s) of complete mastery.

Question Title

* 1. Do you have a good understanding of the current value of your business? Do you know the portion of your overall net worth that is comprised of the business?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 2. Does your company have an established, diverse, and stable base of customers and suppliers?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 3. Does your company have formal financial controls to monitor and minimize expenses and maximize revenue and profits?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 4. Are your key employees incentivized to remain post-sale AND to continue to grow the business?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 5. Are you optimistic about the growth prospects for your business?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 6. Do you have clarity about when you plan to transition the business and what you'll be doing next?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 7. Are you aware of the common pitfalls most business owners make when selling and ways to avoid making similar mistakes?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 8. Do you know the level of annual income needed to cover your financial goals and ongoing expenses to fund a comfortable lifestyle in retirement?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 9. Based on your anticipated living expenses and financial goals, do you know how much you need to be financially independent?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 10. Are your heirs prepared to inherit wealth? Are you confident that your estate plan is aligned with your intentions?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 11. Do you know how you'll "get paid" after you exit the business? (Do you have a plan for portfolio income that will replace business income?)

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 12. Do you have a comprehensive investment strategy that takes into account your business as part of the overall plan?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 13. Have you done any planning in advance of a potential sale that may enable you to reduce your tax liability?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 14. Are you actively harvesting investment losses now in order to offset a portion of capital gains from a future liquidity event?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 15. Are you accumulating wealth in different types of accounts so that you have more control over taxes in retirement?

No / Not at all Sort of / Somewhat agree Yes / Strongly agree
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 16. Please provide your name and contact information below so we can provide you with your initial Buyout Barometer report.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning services offered through Brown & Company, Inc, a registered investment advisor and separate entity from LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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