Name: Business Financial Tool Kit - Quiz
SKU: 516
Availability: InStock

Have you conducted a thorough business analysis in order to make wise, profitable decisions? Yes No

Have you consulted with an industry expert to make sure your business is efficient and not wasting money? Yes No

Do you have a staff attorney to protect your business from legal action filed against you as well as handle litigation on your business’ behalf? Yes No

Have you implemented a tax strategy to assure you are writing off the correct business expenses? Yes No

Have you had your business documents and contracts reviewed by an attorney to assure your business is protected from litigation? Yes No

Have you performed a detailed assessment of your business complete with long-term and short-term goals? Yes No

Have you done a deep analysis of your competitors? Yes No

Is your business assets protected from divorce? Yes No

Do you have a trust in place to protect your family and business if something were to happen to you? Yes No

Do you have a plan in case of a business emergency and you must dissolve your business? Yes No

Business Financial Tool Kit – Quiz

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Debt Report Data Form

Current Concerns

Real Estate

Personal Residence Information:

Other Property Owned:

Debt Related

Insurance

Husband Life Insurance

Permanent or Term

Wife Life Insurance

Permanent or Term

Income & Expenses

Monthly Gross Income Husband

Monthly Gross Income Wife

Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts

List account type IRA, Roth, 401k, 403b, 457, Savings, etc.

For all accounts please list the Financial Institution, The Account Type, The Account Value, The Monthly Contribution and if the Account Value and Monthly Contribution are Available.

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Business Financial Tool Kit – Quiz

Get Started Today

Description

Reviews

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