Business Owner Planning QuestionnaireOrangeBall Creative2024-10-21T14:22:54-05:00

Business Owner Planning Questionnaire

Personal financial planning is different for business owners.

Preparing for selling or exiting your business to set yourself up for a fulfilling retirement requires an approach that differs from salaried employees.

Find out your financial preparedness score by answering 20 questions that lookup key components for your business and your personal planning. You’ll find out:

How prepared you are in each area.
Which areas may benefit from immediate focus or enhanced planning.
Where to concentrate your efforts to solidify your business and your own future.

This assessment is a stepping stone meant to give you a snapshot of where you are today and what changes to make before you sell or retire. Get your copy today by completing the form on this page.

Fill out the form to receive this questionnaire:

Office: (651) 797-3532
Fax: (651) 797-3509

600 Inwood Ave North,
Suite 260
Oakdale, MN 55128

info@ffpforme.com

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Business Owner Planning Questionnaire

Personal financial planning is different for business owners.

Fill out the form to receive this questionnaire:

Fresh Perspectives Relative Insights

Fresh Perspectives
Relative Insights