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)