Take the Quiz

Take this quick quiz to find out if your business is prepared for financial risks, emergencies, and growth opportunities.. Please fill in your information below and click Next.

Instructions: Select the option that best describes your current situation.

Full Name

Email *

Phone *

Do you have general liability or business insurance in place? *

Yes, Fully Covered

Some Coverage, but not sure it's enough

No, Not currently

If an unexpected legal claim was filed against your business, would you be financially prepared? *

Absolutely

Somewhat prepared

Not at all

Do you have a business continuity plan (e.g., what to do in case of fire, disaster, cyberattack)? *

Yes, detailed and documented

We’ve thought about it

No plan in place

Do you have at least 3–6 months of business expenses saved in an emergency fund? *

Yes

Working on it

Are your taxes and accounting professionally managed and up to date? *

Yes, fully compliant

Somewhat — we manage in-house

No, it’s inconsistent or behind

Do you have a financial advisor or consultant who helps guide your decisions? *

Yes, Regularly

Occasionally

Not At All

Do you have key person insurance or succession planning in place? *

Yes, we’ve planned for leadership continuity

It's on our to -do list

Do you separate personal and business finances, including proper business structure (LLC, S-Corp, etc.)? *

Yes, fully structured

Somewhat—partially separated

No, everything is combined

Are you building business credit and funding options in case of future growth or emergency? *

Yes, Procatively

Exploring options

Want a Free Business Financial Protection Plan? *

Yes

MAYBE

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