Self Assessment take a quick self assessment so we know where you are in your business Name First Last Email Phone Number General description of your business: What is the nature of your business? Who are your customers? How long have you been in business? 0-2 Years 2-5 Years 5-10 Years Over 10 Years Who owns the business? How many employees do you have? What are the hours of your business? Where is your business located? Describe your competitive advantage General health of your business: How would you characterize the profitability of your business? How comfortable are you with your cash flow? We have great cash flow in our business We have good cash flow, but could improve From time to time we run into cash flow concerns We continually struggle with cash flow Are there any outstanding issues related to taxes or compliance? If so, what are they? Trends - comparing recent 12 months vs. the prior 12 months? Is this better or worse since you started your business? What goals have you established for your business? How successful have you been in meeting each of those goals? What do you see as the key problem areas? What would you say would be the top three issues to address in the next six months? What is your long term strategy for this business? Do you have an Advisory Board or Advisors you see with any regularity? If yes, how effective for you? If you're not a fish leave this field blank:
