Business Financial Health Check

Step 1 of 3: Please take a couple of minutes to complete this 7 question survey and find out how your business shapes up financially.

1. Does your business rely on 1-2 key people to generate cashflow?

2. If the key person/s in your business unexpectedly suffered a serious illness, could the business continue to meet its financial obligations for up to 6 months (or more)?

3. Do you have a plan for repayment of business debt upon death or serious illness?

4. Does your business have a plan in place to enable buy-out of existing co-owner/s upon their death?

5. Would you consider offering an employee healthcare plan as an incentive for talent acquisition and retention?

6. Is there clear separation of private and company debt?

7. Are there any personal guarantees on business trade accounts or borrowings?

Our Clients Agree

Here are a few reviews from some of our existing clients around New Zealand


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