Value Link Advisors - Business Health Check

Our Business Health Check is designed to assist you in identifying areas that you have sufficient planning complete as well as areas that may need attention. We will provide to you a personalized Business Health Diagnostic based on your responses to 28 simple questions. You should be able to complete our Business Health Check in approximately 15 minutes.

Here is a sample copy of a diagnostic report that you will receive.

FREE Business Health Diagnostic
Instructions: Select an answer for every question, complete the form at the end, and click the Submit button. You will receive a personalize Business Health Diagnostic within 48 hours sent to the email address that you provide.

1. How old are you? *



2. How’s your health? *



3. Do you have an estate plan? *



4. Do you have a financial plan? *



5. Have you completed a business valuation? *



6. What are your plans for retirement? *



7. Do you have a tax strategy? *



8. Do you have insurance? *



9. Do you have a contingency plan in case you become
incapacitated? *



10. How’s your enthusiasm for your business? *



11. How would you define your role in the business? *



12. Do you have a strong management team in place? *



13. Have you done any succession planning? *



14. Have you done key employee insurance planning to
retain talent? *


15. How would you best explain your sales/revenue? *



16. Does your business have customer concentration? *



17. How would best describe your products/ services? *



18. Is your equipment/ facility up-to-date and in good
working order? *



19. How would you best describe your market / industry? *



20. What would you say about your profit margins? *



21. Are your financial statements audited? *




22. Is your insurance coverage sufficient to cover potential liabilities? *



23. Do you know how to transfer your business to family, partners, or employees while paying the least in taxes and protecting your financial security? *


24. Do you know how to sell to an external buyer and pay
the least amount of tax? *


25. Is there a formal plan to retain and incentive
management during a transition? *


26. Are your partners and/or family in agreement with your
long-term plans and objectives for the business? *





27. Do you complete a yearly valuation and have a defined formula to trigger and value the agreement? *




28. Insurance *



What is your approximate annual revenue? *






You will receive a personalize Business Health Diagnostic within 48 hours sent to the email address that you provide.