Partnerships & Strategy for Growth

COMPANY'S FINANCING & EXIT READINESS

1. Profitability & Cash Flow
How would you describe your current profitability and ability to generate consistent cash flow?

2. Capital Needs
How clear are your capital needs for expansion, operations, or innovation in the next 12–24 months?

3. Financial Documentation
Are your financial records up-to-date, accurate, and investor/lender-ready?

4. Tax Planning
Are you leveraging tax credits, deductions, and planning strategies proactively?

5. Entity Structure
Is your legal/business structure optimized for tax efficiency and growth?

6. Risk & Insurance
Do you have structured risk mitigation in place (e.g., captive insurance)?

7. Employee Benefits
Are you using tax-efficient employee benefit plans like Section 125 Cafeteria Plans?

8. Location-Based Incentives
Are you leveraging programs like Opportunity Zones or IC-DISC export credits?

9. Exit & Succession Planning
Do you have a written plan or strategy for succession, sale, or capital transition?

10. Reinvestment Strategy
Are you consistently reinvesting cash flow into high-value, tax-efficient assets?

Optional: Your email

Readiness Level:

RESOURCES