Financial Priorities Scorecard

BUSINESS OWNER SCORECARD

Discover Your Priorities

Not sure where to begin? Our Financial Priorities Scorecard makes it simple. It organizes both well-known and often-overlooked areas of financial planning into a quick, online tool that helps you gain greater financial clarity.

If you complete this quick scorecard and submit, we will commit to a complementary personalized overview via zoom to share insights and strategies for how to handle your top priorities

ORGANIZE

Question	Low Priority → High Priority
Make sure my family and/or key executives know how to access critical business documents and statements, along with thoughtful instructions should anything happen to me.	1	2	3	4	5
Make sure my family knows how to access our personal critical documents and statements, along with thoughtful instructions should anything happen to me.	1	2	3	4	5
Being able to see my full financial picture in one place to help make better informed and more comprehensive financial decisions.	1	2	3	4	5
Gain an understanding of what my business is worth today, and what it needs to be worth in the future to support my desired lifestyle after.	1	2	3	4	5
Integrate my business, household, and estate strategies into a comprehensive and aligned strategy.	1	2	3	4	5

SECURE

Question	Low Priority → High Priority
Make sure my family receives the full value of my hard-earned equity from the business should anything happen to me.	1	2	3	4	5
Better assure I retain key employees who's departure would materially impact our revenues or profits.	1	2	3	4	5
Better assure that the business can thrive in my absence.	1	2	3	4	5
Make sure my business partners and I have a formal agreement for distributing equity and continuing successfully when one of us inevitably departs.	1	2	3	4	5
Make sure to maximize the sale of my business to secure my financial retirement or legacy.	1	2	3	4	5

GROW

Question	Low Priority → High Priority
Learn more tax efficient ways to get money off the business balance sheet and onto my personal balance sheet.	1	2	3	4	5
Reduce or offset taxes from an upcoming capital event (eg: sale of real estate, sale of business, etc.).	1	2	3	4	5
Assess what key areas are needed to maximize the enterprise value of the business, and/or how to keep as much of the value as possible after-taxes.	1	2	3	4	5
Implement more effective ways to incentivize key executives to align with longer-term growth goals for the company.	1	2	3	4	5
Sell or transition the company successfully in the next 1-10 years.	1	2	3	4	5

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