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2. Do you feel that the value of your business is increasing sufficiently for your market?  *  Yes   No 

3. What are the 3 most important current or future issues facing your company's performance?

4. What are your business Swot's: Strengths?

5. What are your business sWot's: Weaknesses?

6. What are your business swOt's: Opportunities?

7. What are your business swoT's: Threats?

8. Do you currently have a business succession plan?  Yes   No 

9. How many more years do you plan to work before you retire?

10. Are you comfortable with your level of retirement planning to ensure that you will be able to support the lifestyle you desire?

11. Are you confident that you are taking advantage of all tax planning benefits?  *

12. Are you satisfied with the overall performance of your business?  *  Yes   No 

13. We would like to implement a 'less paper' system within our year end client process and provide electronic copies of your Financial Statements and Income Tax Returns. Is it suitable for you to receive your year end documents in electronic format?  *  Yes   No 

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