Business Scorecard

Business Score Card

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To help you clearly understand your current situation, try The Business Report Card. Rate your reactions to each pair of phrases. Decide where you lie on the scale (1-10). Your responses will be totaled and rated with our financial report card.
We have no structured agreement or funding in place in the event of death of an owner(s)		We have a structured agreement or funding in place in the event of death of an owner(s)
We have no exit or transition plan in place for the owner(s) upon retirement		We have an exit or transition plan in place for the owner(s) upon retirement
We do not currently receive superior service and advice from our employee benefits consultant		We do receive superior service and advice from our employee benefits consultant
We do not know if our employee benefits plan is priced competitively with the market		We know that our employee benefits plan is priced competitively with the market
The business would suffer greatly in the event of death or disability to a key person or owner		The business would not suffer greatly in the event of death or disability to a key person or owner
We do not have a group retirement plan in place for our employees		We do have a group retirement plan in place for our employees
We do not offer any assistance to our employees with regards to retirement planning or counseling		We do offer assistance to our employees with regards to retirement planning or counseling
The owner(s) and senior management do not have a sound wealth management strategy corporately assisted		The owner(s) and senior management do have a sound wealth management strategy corporately assisted

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