The 15-Minute Business Assessment

Check the statements that are true today. Use “Print / Save as PDF” to download your copy.

BridgePoint Network

15-Minute Business Assessment

A quick self-check across the Four Pillars of the Business Blueprint. Check each statement that is true for your business today — every unchecked box is a conversation worth having.

Business name

Date

Protect Your Business

We have a written plan for what happens if an owner or key person is suddenly unable to work.

Our business could keep running for 90+ days if something unexpected happened to leadership.

We have a buy-sell or continuation agreement that is current and funded.

We review our business protection coverage at least once a year.

Support Your Employees

Our benefits package helps us attract and keep the people we need.

Our team understands the benefits available to them.

We have a plan for employees (or owners) approaching Medicare age.

We know what our benefits cost us — and what we get for it.

Grow Your Business

We know where our next stage of growth will come from.

We have access to funding or capital if the right opportunity appeared tomorrow.

Our business relies on systems and a team — not just the owner.

We have trusted advisors we can call before making a big business decision.

Build Personal Wealth

The success of my business is connected to a written personal retirement strategy.

I have a clear picture of what the business needs to provide for my future.

I have started thinking about my exit — even if it is years away.

My business and personal planning are coordinated, not handled separately.

Your next step

Count your unchecked boxes. Even one or two point to a gap worth closing — and you don’t have to figure it out alone. Bring this page to a complimentary Blueprint Session and we’ll map your next steps together, all through one relationship.

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