Gregory Di Cristina

(951) 541-0414

OFFICES: Los Angeles, San Diego, Riverside, Orange, Ventura

Business Owners Questionnaire

In order to achieve success and maximize business efficiency, every business owner must know the answers to each of these questions:

Do you know what will happen to your business should you or your partner die or become disabled?

Yes / No

Yes / No

Do you have a plan to attract new talent and retain key employees? Do you have incentives for key employees to stay? Are they tax efficient?

Yes / No

Have you explored tax advantaged deferred compensation plans that favor the highly compensated?

Yes / No

Have you implemented value drivers and operational mechanisms in your business to increase and measure its value so that you receive optimum value when you decide to sell to a third party or top management or transition the business to family?

Yes / No

Have you had your business valued to know its current worth and to gauge how it must grow, if at all, to meet your retirement needs?

Yes / No

Yes / No

Do you have a will and trust in place so that your final wishes will be carried out and to reduce estate taxes?

Yes / No

Yes / No

Do you have a Buy Sell agreement that is funded in order to buy out a partner and to satisfy bank loans?

Yes / No

Do you have adequate strategies in place within the business to solidify revenues and to preserve cash flow and business value during turbulent times?

Yes / No

In today's changing tax environment, have you taken advantage of new and recent tax minimization strategies?

Yes / No

Do you have a written agreement in place for all employees to prevent them from taking customers, trade secrets, employees or vendor/manufacturers with them after they leave?

Yes / No

If you answered "No" to any of the above questions, you need to schedule a free and no obligation confidential meet with:

Full Name

Phone

Email

Comment

Disclaimer: BizHarmony does not provide legal or accounting advice.

M & A Intermediaries