Personal&Business goals Principal’s Personal Aims – What are your personal aims and aspirations? (Include all business partners) 12 Months 1 –3 Years 3-5 Years Date of intended exit from business: Who will replace you (if known): Has a program been initiated for the transition? Yes / No Where a transition program has been initiated, details are: Major factor(s) that contributed to your growth / loss in the last 12 months? Building net wealth (do you require Professional advice?) Professional Partnerships & key contacts Trust Auditor: Insurance Partner: Accountant: Solicitor: Franchise Manager: Mentors and/or coaches/consultants: General Manager, Office Manager name: Length of time with the company functionality: SWOT: Last performance review: Last salary review: 128 |
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