Business Health Assessment As a small business owner, it’s hard to stay on top of every detail. Use our Business Health Assessment to help identify strengths along with potential blind spots that may need attention. After you complete the assessment, you can review results with one of our professionals free of charge. Name Email Business Phone [ Captcha ]To continue, type the characters you see in the picture. [ Legal ]I understand what is necessary to ensure compliance with state and federal laws.DisagreeAgreeStrongly Agree [ Legal ]I have taken the steps necessary to protect my Intellectual Property.DisagreeAgreeStrongly Agree [ Legal ]I have the required licenses necessary to operate my business.DisagreeAgreeStrongly Agree [ Legal ]My business structure is maximizing flexibility by considering unique needs of the business as well as the personal needs of the owner.DisagreeAgreeStrongly Agree [ Strategy ]I have a business plan and know where my business needs to be in the next 12 months and how that will be achieved.DisagreeAgreeStrongly Agree [ Strategy ]I have realistic forecasts and cash flows for the next three years.DisagreeAgreeStrongly Agree [ Strategy ]I have a good balance working IN my business as well as ON my business ( turning growth opportunities into reality).DisagreeAgreeStrongly Agree [ Strategy ]I can identify and have a good understanding of my target audience.DisagreeAgreeStrongly Agree [ Capital ]I have created a pitch deck to present to investors.DisagreeAgreeStrongly Agree [ Capital ]I have a clear plan of what the extra capital will be used for.DisagreeAgreeStrongly Agree [ Capital ]I understand potential risks to my business and proper precautions to mitigate those risks.DisagreeAgreeStrongly Agree [ Capital ]I know how my investment capital will be used and my proposed burn rate.DisagreeAgreeStrongly Agree [ Accounting & Tax ]My cash flow is strong and can support the daily operation of my business.DisagreeAgreeStrongly Agree [ Accounting & Tax ]I know how to generate and understand my debt-to-income ratio.DisagreeAgreeStrongly Agree [ Accounting & Tax ]I know which of my products are most profitable, and which are least profitable.DisagreeAgreeStrongly Agree [ Accounting & Tax ]I understand what documents I need to prepare for tax season.DisagreeAgreeStrongly Agree [ Other ]I can identify and address key risks that may dramatically impact business.DisagreeAgreeStrongly Agree [ Other ]My business has insurance.DisagreeAgreeStrongly Agree [ Other ]I know where all my current projects are in terms of scope and delivery.DisagreeAgreeStrongly Agree [ Other ]The culture in my business is positive, interactive, and an open team environment.DisagreeAgreeStrongly Agree Time is Up!