1.  Is your business entity best suited to your business operations; protecting your personal assets and minimizing your tax liability?

2.  Are the legal formalities as set out in your organizational documents being followed and up to date?

3.  Do your employment policies, if any, adequately provide for nondiscrimination in hiring, disciplining, promoting and terminating employees?

4.  Is your business at risk if key personnel leave your company?

5.  Do you have proprietary or confidential information, and if so, are you taking appropriate steps to protect the information?

6.  Do you have current, accurate and unambiguous written contracts with customers and suppliers?

7.  Does your business have a current and complete inventory of tangible and intangible assets to support a claim for loss or damage?

8.  Does your business have exposure not covered by your current insurance program?

9.  What would happen to your business if one of the owners died, declared bankruptcy, became disabled or got divorced?

10.  What is the best way to transfer ownership/management of your business?