Keep or Sell Test Knowing when to act and when not to act is a key component in all important decisions. Likewise, knowing when to keep your business and when to sell it can make a significant difference in the success of your exit and your future financial security. Take the following test and review your answers with your BUSINESS HOUSE Planning Advisor to ensure that your timing is perfect! 1. Have you had your company valued by an independent, knowledgeable party?*YesNo2. Have you and your financial advisor determined how much money you would need to invest to support your current life style if you retired?*YesNo3. Are you able to take a vacation and not call the office for a week or more at a time?*YesNo4. Do you have a specific plan regarding what you would like to do after you sold your business (playing more golf doesn’t count)?*YesNo5. Do your top 5 customers account for LESS than 30% of your revenues?*YesNo6. Have you identified which exit option is the most appropriate for you?*YesNo7. Do you know how much you would net from the sale of your business (after taxes and transaction fees)?*YesNo8. Do you have job descriptions for each of your key employees?*YesNo9. Have you documented your office, service, manufacturing, and marketing processes?*YesNo10. Would you like to retire?*YesNo 11. How is your health?*Some Major IssuesTypical Aches and PainsExcellent12. How is your energy level?*I’m burned outI feel like a caretakerI’m still passionate13. What is the outlook for your industry?*GrowingMatureShrinking14. What has been the trend for your revenues and profits over the last five years?*IncreasingFlatDecreasing 15. What is the primary source of new business for your company (please select only one)?*E Commerce activitiesYour marketing and sales teamAdvertisingReferral and word of word of mouthYour efforts and relationships Name* First Last Email* Enter Email Confirm Email Phone (Best Number)* NameThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.