Phone: (09)
418 5000
Toll-free ph:
0800 54 33 84
E-mail:
Advice@LIFE-TIME.co.nz
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Business Financial Health Check
Overall Situation:
Name:
What type of business structure do you operate?
---
Sole Trader
Partnership
Limited Company
Do you have secure ownership of your business?
Yes
No
Have you, your partners or any of the other shareholders signed personal guarantees over business debt or any other type of debts that could put your personal wealth or estate at risk?
Yes
No
Would the business continue operating profitably if you were unable to work due to sickness or disability?
Yes
No
Are there key people in your business that would be hard or expensive to replace?
Yes
No
If you lost these people due to sickness or disability would the business suffer financially?
Yes
No
If you died suddenly or suffered a long term disability would your family's lifestyle and financial security be threatened and/or dramatically altered?
Yes
No
Do you feel that you and your family are adequately insured and protected?
Yes
No
How long is it since you comprehensively reviewed the following:
Business structures and employment contracts:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Leases, HP and other equipment financing:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Commercial loans and debt financing:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Business Partners life, trauma, and disability insurance:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Key-Person life, trauma, and disability insurance:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Personal life, trauma, disability and health insurance:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Estate structures, Trusts, Wills and Powers of Attorney:
---
1 year
2 to 3 yrs
4 to 5 yrs
Never
Business Succession:
Do you have a written agreement with your partners or co-shareholders which would provide for a certain and predictable outcome in the event of a shareholder or partner’s death or long term disability?
Yes
No
If so, does your business have sufficient and properly worded insurance to provide the funding?
Yes
No
Do you have an exit strategy in place that will enable you to leave or sell your share of the Business at a time of your choosing?
Yes
No
Following up with you
Preferred method of contact:
---
Home Phone
Business Phone
Mobile Phone
Email Address
Contact number or email address:
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