Do you know your profit margin on each product or service? *

Yes, it's tracked

A rough idea

No

Can you see your cash position three months ahead? *

Yes, there's a forecast

Only in my head

No

When did someone last review how you pay yourself (salary, dividends, pension)? *

This tax year

1–2 years ago

Never, or not sure

How are your pension contributions paid? *

Through the company

Personally

I don't have a pension

Do you claim allowances such as working from home, mileage and trivial benefits? *

All that apply

Some

None, or not sure

Do you have a 12-month plan with targets? *

Written down and tracked

Rough targets

No

If you stepped away for a month, what would happen? *

It would run fine

It would wobble

It would stop

Do you know roughly what your business is worth? *

Valued in the last two years

A rough guess

No idea

Could you hand a buyer clean accounts and documented processes today? *

Yes

Partly

No

What type of business do you run? *

Limited company

Sole trader

Partnership

What's your annual turnover? *

Under £100k

£100k–£250k

£250k–£1m

Over £1m

What's your top priority right now? *

Pay less tax

Grow profit

Step back from the business

Sell within 3 years

Email *

Phone

Email me my results and occasional tax, profit and growth tips from Alder & Partners. I can unsubscribe at any time.

First Name *