Business Name

First Name *

Last Name *

Title

Email *

Phone  *

Address

Industry

No. Staff  *

Turnover (Optional)

GENERAL

1. Is there unrealised potential in your business?  *

If you answered Yes, what would you say is that potential?

2. Do you want help to materialise this unrealised potential?  *

3. Do you have a clear direction and goals/ plan for your business?  *

PROFITS

1. Is your business making the profit you want?

2. Is your business growing year on year?

3. Are you earning what you would if you worked for someone else?

4. Do you produce a monthly Profit and Loss statement?

5. Do you know in advance when money will be going in/ out?

6. Do you know what turnover you need to break even on your costs?

7. Do you compare actual vs budgeted costs for each of your expenses?

8. Do you feel like you are paying more than your fair share in taxes?

9. Do you pay your taxes (GST/ PAYG) on or before they fall due?

10. Are you on a payment arrangement with the ATO?

11. Could you deliver your services and bill for jobs in a shorter timeframe?

12. Do you have stock that has been sitting on the shelf for some time? (relevant only for product providers)

13. Do your customers pay you within your terms of payment (eg. 14 days)?

14. Is your pricing above average for your industry?

15. Have you reviewed/ increased your prices recently?

16. Do you know which jobs you made/ lost money on?

17. Are your margins better than the industry benchmark?

18. Do you know where is the "right" place for you to invest your profits/ wealth?

19. Are you and your family adequately protected financially?

20. Do you need to borrow money for your business, car, investments or home?