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Living Prepared, LLC

Scorecard

Business Owner Scorecard

Answer seven quick questions to see how well your business is protected against the loss of an owner or key person.

Private by design. Your answers are scored in your browser. No email required to see your score.
Your progress0 of 7
Do you have a funded buy-sell agreement in place?
1

Do you have a funded buy-sell agreement in place?

Has your buy-sell been reviewed since the 2024 Connelly Supreme Court decision?
2

Has your buy-sell been reviewed since the 2024 Connelly Supreme Court decision?

Is there coverage on the people the business most depends on?
3

Is there coverage on the people the business most depends on?

Is there a funded plan if an owner becomes permanently disabled?
4

Is there a funded plan if an owner becomes permanently disabled?

Would your heirs have the liquidity to keep the business rather than sell it to pay taxes?
5

Would your heirs have the liquidity to keep the business rather than sell it to pay taxes?

Do you have benefits in place to retain your key executives?
6

Do you have benefits in place to retain your key executives?

Is your succession plan documented and funded?
7

Is your succession plan documented and funded?

0 of 7 answered