Is your business entity structured to protect your personal assets (LLC, S-Corp, etc.)?
Yes
No
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Do you have general liability and other appropriate business insurance in place?
Yes
No
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Do you meet with a CPA and/or attorney at least twice per year for strategy?
Yes
No
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Are your contracts attorney-reviewed and consistently used with clients, partners, and team members?
Yes
No
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Have you taken steps to separate risky assets (IP, real estate, equipment) from operations?
Yes
No
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Are your employment practices (hiring, onboarding, terminations) documented and legally sound?
Yes
No
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Do you consistently collect signed contracts, NDAs, and IP assignments from staff and contractors?
Yes
No
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Is your business name protected by a federal trademark?
Yes
No
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Are your marketing and communication practices compliant with CAN-SPAM, TCPA, and privacy laws?
Yes
No
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Is your website equipped with up-to-date policies, disclaimers, and legal notices?
Yes
No
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Do you have a documented succession or exit plan for your business?
Yes
No
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Is your personal estate plan current (will, trust, powers of attorney)?
Yes
No
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