First Name *

Last Name *

Phone *

Email *

Section 1:

You & Your Franchise

Do you know what your franchise is worth today?

No — I have no idea what my franchise is currently worth

Somewhat — I have a rough estimate but no formal valuation

Yes — I’ve had a professional valuation done in the past few years

Yes — I regularly update my franchise’s valuation

Yes — I track my franchise value closely with my advisors

Is your financial system automated and tax-efficient?

No — everything is manual and not optimized for taxes

Somewhat — parts are automated, but tax planning isn’t consistent

Yes — financial processes are mostly automated, with some tax strategies

Yes — my financial system is fully automated and regularly optimized for taxes

Yes — it’s fully automated, tax-efficient, and reviewed regularly with experts

Section 3:

Financial Planning & Personal Wealth

Do you have a clear, written financial plan linking business & personal goals?

No plan at all

Verbal ideas but nothing written down

Partial plan—some written goals but not fully integrated

Yes, a written plan that covers either business or personal goals

Yes, a comprehensive written plan clearly linking business and personal goals

Are business and personal finances properly separated (legal & functional)?

No — finances are fully mixed together

Somewhat — some separation, but still overlap and confusion

Mostly — generally separate but occasional blending occurs

Yes — business and personal finances are clearly separated

Yes — fully separated with clear legal structures and processes

Do you consistently transfer business profit into long-term personal wealth?

No — I reinvest all profits back into the business

Rarely — I occasionally move some profit to personal accounts

Sometimes — I transfer profits when cash flow allows

Often — I have a regular process to transfer profits for wealth building

Yes — I consistently and strategically move business profits into personal wealth

How confident are you in your long-term financial future?

Not confident at all — I feel uncertain and worried

Somewhat uncertain — I have doubts about my financial future

Neutral — I’m neither confident nor worried right now

Fairly confident — I feel good about my financial future but see room for improvement

Very confident — I feel secure and optimistic about my long-term finances

Are your personal finances well organized and up-to-date?

Not at all — my finances are disorganized and outdated

Somewhat disorganized — I struggle to keep things current

Moderately organized — I keep track but could improve

Mostly organized — my finances are generally up-to-date

Very organized — everything is current and well managed

Is your wealth plan independent of the future sale value of the business?

Not at all — my wealth plan relies entirely on selling the business

Somewhat — my plan depends heavily on the business sale, but I have other assets

Partially — I have some diversification but still count on the business sale

Mostly — my wealth plan is mostly independent, with limited reliance on business sale

Completely — my wealth plan is fully independent of selling the business

Do you have a retirement plan that integrates both personal and corporate wealth?

No — I don’t have an integrated retirement plan yet

I’m working on combining personal and corporate plans

Partially — some integration but not a full plan

Mostly — my retirement plan connects personal and corporate wealth

Yes — I have a fully integrated retirement plan covering both areas

Section 4:

Family Legacy & Succession

Do you have a documented succession/exit plan?

No, I don’t have any succession or exit plan documented

I have an informal plan but nothing written down

Partially — some documentation exists but it’s incomplete

Mostly — a documented plan but not fully finalized or communicated

Yes, I have a comprehensive, documented succession/exit plan in place

Does your plan protect and support your family’s long-term legacy goals?

No, my plan doesn’t address family legacy goals

Somewhat — it mentions legacy but lacks clear protections or details

Partially — there are some provisions but not comprehensive

Mostly — a clear plan is in place but could be strengthened

Yes, my plan fully protects and supports my family’s long-term legacy goals

Would your family be financially secure if something happened to you tomorrow?

No, they would face significant financial hardship

Probably not, there are major gaps in coverage or planning

Somewhat, basic protections are in place but could be better

Mostly, my family is financially secure with only minor risks

Yes, my family is fully protected and financially secure

Section 5:

Advanced Wealth Building

Do you have a strategy in place to pay down your mortgage ahead of schedule?

No, I’m just making my regular payments

I’ve thought about it, but haven’t taken any action

I make extra payments occasionally, but without a set plan

Yes, I have a structured plan to pay it down faster

Yes, and I’m also exploring other advanced strategies

Have you considered setting up an Individual Pension Plan (IPP) for higher tax-deferred savings?

No, I’m not familiar with this strategy