1
|
My company regularly looks for proactive tax reduction strategies, and could always use more.
|
True
|
False
|
Unsure
|
2
|
Federal and/or state law requires that only licensed professionals may own my company.
|
True
|
False
|
Unsure
|
3
|
The company would find it easier to pay off debt if it no longer had to pay state of federal taxes.
|
True
|
False
|
Unsure
|
4
|
My company experienced continued increases in profitability in the last two years.
|
True
|
False
|
Unsure
|
5
|
My company's annual revenue is greater than $5,000,000.
|
True
|
False
|
Unsure
|
6
|
I expect fair market value of my business would exceed $10,000,000.
|
True
|
False
|
Unsure
|
7
|
I would consider accepting Fair Market Value for the business, under the right conditions.
|
True
|
False
|
Unsure
|
8
|
I may be interested in ways to convert some of my equity to cash, while retaining in full control of the company
|
True
|
False
|
Unsure
|
9
|
The company has recently received offers to sell.
|
True
|
False
|
Unsure
|
10
|
Our management team or successor(s) is ready or could be ready in 3 to 5 years to assume most of the operational responsibilities.
|
True
|
False
|
Unsure
|
11
|
I have identified and groomed a successor(s)
|
True
|
False
|
Unsure
|
12
|
I have a desire to gain additional personal time, work less than usual, and still have complete control over the company.
|
True
|
False
|
Unsure
|
13
|
My company currently contributes to one or more qualified retirement plans for its employees (e.g., 401k plan, profit sharing plan, defined benefit plan, etc.)
|
True
|
False
|
Unsure
|
14
|
My company employs more than 20 full time non-union employees.
|
True
|
False
|
Unsure
|
15
|
My company would like additional ways to recruit, reward and retain talented employees.
|
True
|
False
|
Unsure
|
16
|
I am concerned about the fate of the employees if the company was sold to an outside buyer or private equity.
|
True
|
False
|
Unsure
|
17
|
The community where the company operates would be negatively affected if a significant number of employees were relocated or laid off.
|
True
|
False
|
Unsure
|
18
|
I have a desire to preserve the family and community legacy created by the company.
|
True
|
False
|
Unsure
|