*Name:     *Email:     *Phone: 

*1. Have you ever met with your CPA more than three times a year? Yes No

*2. Have you prepared your 90 day, 1 year, 5 year and extra year goals? Yes No

*3. Have you evaluated your accounting procedures within the last year? Yes No

*4. Have you reviewed your pricing model within the last year? Yes No

*5. Have you evaluated your business structure within the last year? Yes No

*6. Does your CPA, mortgage broker, and wealth maximizer work together? Yes No

*7. Have you done a cash flow analysis within the last year? Yes No

*8. Have you done an industry analysis within the last year? Yes No

*9. Have you reviewed your buy/sell agreement within the last year? Yes No

*10. Have you ever prepared a budget? Yes No