Would Your Business Survive If You Couldn't Work For 6 Months?
Yes
No
Maybe, But It Would Hurt Financially
If You Had A Heart Attack, Stroke Or Were Diagnosed With Cancer, How Much Would Your Current Insurance Pay You?
$0
$3,000 - $10,000
$100,000+
Is Your Current Tax Strategy Minimizing The Amount of Taxes You Owe So That You're Paying The Least Possible?
Yes
No
I'm Not Sure
Would Your Current Financial Plan Allow Your Business To Continue If You Were Not Actively Involved For A Year Or More?
Yes
No
I'm Not Sure
Would Your Family Be Secure Financially If You Were Not Actively Involved In The Business For A Year Or More?
Yes
No
I'm Not Sure
Is Your Company Properly Protected If A ‘Key Player’ Should Unexpectedly Leave Or Die?
Yes
No
I'm Not Sure
Do You Have A Well Thought-Out Plan For Retirement – Not Just An RRSP?
Yes, I've picked a date and calculated how much I will need to retire
No
Do You Have An Exit Strategy In Regards To Your Business?
Yes
No
When Was The Last Time You Had A Second Set Of Eyes Do A Thorough Review Of Your Business Structure And Financial Strategies To Give You The Certainty That If Anything Unexpected Happens To You Or Your Company, Your Business Can Still Thrive.
Less Than 1 Year Ago
1 To 3 Years Ago
Over 3 Years Ago
Do You Have A Corporate Structure Designed To Protect Assets And Minimize Taxes?