Client Needs Analysis. Please fill this questionaire.
Client Needs Analysis
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Client Needs Analysis      / Page 1 of 2Client Answers or Comment
1 Exit and Succession
Have you developed exit and succession plans?
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2 Value of Business
Do you understand how much your business is worth?
Your score:
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3 Improvement of Business
Do you know how you could improve the value of the business?
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4 Strategic Plan Development
Do you have a strategic plan?
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5 Sales & Profitability
Do you know how your business could improve sales and profitability?
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6 Cash Flow Strategies
Could your business develop better cash flow strategies?
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7 Budgeting Improvements
Can your business improve budgeting & what if analysis?
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8 Capital Access
Does your business have access to Capital?
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9 Marketing & Advertising Improvements
Can you improve marketing and advertising effectiveness?
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10 Litigation Protection
Is your business protected from litigation?
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11 Systems Development
Can your business develop better systems?
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12 Development of Policies
Has your business developed QA, OHS, Employee manuals?
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13 Resource Development
Can your business develop better people systems & resources?
Your score:
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14 Organisational Accountability
Can your business improve their organisational accountability?
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