Step 3: Preserving, Protecting, and Promoting Value


Score (0-5)

I prepare business plans annually


I review my business plans regularly and share them with my key advisors


I have no unpaid claims with the IRS (i.e. payroll taxes) or existing creditors or pending lawsuits


I have key employee incentive plans in place


I track and measure key operational and financial figures that dictate the company's performance


I am consistently implementing focused initiatives to improve my company's financial performance


Step 3 Total (Max. 30)