Money
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My current personal income is sufficient to meet my "ideal" lifestyle and family needs.
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If I carry on doing what I am doing I expect my future personal income (up to the time that I retire) to be sufficient to meet my lifestyle needs.
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Of my current overall wealth, a significant proportion comes from assets other than my business.
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At the time that I expect to retire, non-business assets will make up a large proportion of my overall wealth.
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After allowing for my wages my business returns a good profit in return for the risk, time, energy and hassle of being a business owner.
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I have sufficient cash and am keen to reinvest surpluses back into my business.
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Exit
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I am on track in accumulating the level of funds I need to retire on based upon my projected retirement date and current wealth.
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My business could continue to operate successfully if I stopped working.
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I maintain a strong strategic focus and work primarily 'on' my business.
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If I carry on doing what I am currently doing within 5 years my business will not be dependent on me.
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My business is in sale ready condition today.
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I have a documented agreement with other shareholders or family members dealing with their expectations upon my exit.
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I have a documented plan to exit that has been agreed to by key stakeholders.
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I have a documented agreement with other shareholders or family members dealing with their expectations upon my exit.
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Risk
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My assets are diversified and my total net worth is immune to movements in values in particular markets or asset types.
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I have security and stability for my personal income up until the date I retire.
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Planning
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My business has a clear, documented business plan and the business is attractive and proven.
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There is a stated realistic vision for my business which is linked to my personal goals.
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I have a documented strategic direction for the business with client profiles, number of clients and profit margins defined.
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Health
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My business enhances my personal health by giving me time/money to look after my physical/emotional well being.
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I do not have any health issues that impact my ability to enjoy a full lifestyle.
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Energy
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I feel highly motivated and passionate about growing my business and expect to stay that way.
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I am determined to build an entrepreneurial business that doesn't depend on me.
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Enjoyment
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I enjoy what I currently do in my business.
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I have a plan in place to change what I do in my business so that I can move to doing things that are more enjoyable.
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I have a good work-life balance.
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I have sufficient outside interests and activities.
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Marketing
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I have well managed marketing functions which bring the business a regular flow of new business opportunities.
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I have good sales know-how to build value during the sale so I win better clients at a higher price.
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Personal information
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