1  The Business Principal(s) is/are;

               Less than 55,

               55 - 65,       

               Over 65.                     

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2. Generation of Family running the business;

               1st. Generation,

               2nd. Generation,                     

               3rd .  or greater Generation. 

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3. Succession Plans have been;

              Clearly Documented,

              Thought About,          

              Not Considered.

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Retirement Planning

4. Future Lifestyle Plans have been;

              Clearly mapped out,

              Considered, 

              Not Planning to Retire.

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5. Retirement Income Requirements have been;

              Confirmed with an Adviser,

              Estimated Personally,

              Can't afford to Retire.   

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Estate Planning

6. Our Wills have been;

               Reviewed in the last 3 Years,

               Not reviewed for at least 4 years,             

               We don't have Wills.

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7. Our Executors;

               Are Active Directors of our Business,

               Don't know our specific Business,

               Have no business experience 

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TOTAL: