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Information About You and Your Business
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common all employees
Name
Business Information
Website
Name
Your Information
Email
Ownership %
If not sole owner, total number of owners
How did you get started in your business?
What makes your business different from your competitors?
What is your strategic vision for your company?
What challenges do you anticipate in the next 3 to 5 years?
Tell me about the key employees who are critical to the success of your business.
How would your business be impacted if an owner or a key employee left your company?
Information About You and Your Business
Is there anything else you believe is important for me to know at this time?
NOTES
Ten common business owner goals are listed below. Please identify your top three priorities for the next 1 to 3 years, For your business
Covering any business debt I have personally guaranteed.
Protecting the business in the event of a key employee’s departure or death
Prioritizing Your Goals
For you and the other business owners
Protecting my family’s income in the event of my death
Receiving tax-efficient benefits paid with company dollars
Efficiently transferring my business interest in the event of my disability, retirement, or death
Receiving a fair price for my business interest
Equitably distributing assets to my children who are not involved in the business
For your key employees
Rewarding and retaining my key employees by providing them tax-efficient benefits
Protecting my key employees’ income in the event of their death
For all employees
Providing a qualified retirement plan
NOTES
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