Needs Analysis
For the 2016 financial year
CLIENT NAME:
YES
Can w e support you w ith an assessm ent of your current business?
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Develop key performance indicators
Determine your business valuation
Evaluate investment returns
Prepare FBT and GST returns
Would you like som eone to contact you about com puter packages?
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Assess payroll systems
Consider an accounting system
Gauge other specialist packages
Can w e assist w ith the set up of a fam ily trust for your assets?
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Structure a trust
Settlement and/or review of w ills
Do you understand your current insurance and ACC cover?
Do you have signed em ploym ent agreem ents for all your staff?
Would you like us to w ork w ith you on an exit strategy for your business?
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Determine exit strategies
Develop succession planning
Assess retirement income levels
Would you like us to assist you in identifying your risks exposures and create
strategies to reduce and w here possible elim inate these risks?
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Ensure you are complying w ith Business Status and Governance
Determine the impact on and liquidity of your business on loss of key people
Develop strategies to protect your valuable assets
Can w e help you to plan the future grow th of your business?
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Develop profit and grow th planning programmes
Maintain business success programmes
Assist w ith annual budgeting
Develop strategic planning
Set up advisory boards
Provide direction and advice on your business
Are there any specific business opportunities or problems you w ish to discuss and
resolve im m ediately?
NO