Business Resilience Assessment

Our assessment focuses on five key concern areas for today’s business leader. Answering these questions can help you understand where your business is strong and what areas may need your attention. After making all your selections, you’ll receive a score with actionable insights so you can take the next step in building a resilient business.

Workforce and labour challenges

Navigating workforce and labour challenges

How well do the following statements describes you or your business?

1. Our business has a clearly defined set of values and goals that are communicated to employees.
2. Our recruitment and hiring process is effective at attracting top talent.
3. I have identified the key people in our organization and have appropriate retention strategies in place.
4. Our employees are satisfied with their compensation, benefits, and overall job satisfaction.
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Managing finances and reducing your costs

Managing finances and reducing your costs

How well do the following statements describes you or your business?

1. I have a clear understanding of our revenues. I know what is driving profitability and we adjust our inventory based on information.
2. My business uses detailed data and analytics to drive insights that are used in our planning process.
3. Our leadership team understands what our key performance indicators are and discusses them regularly.
4. We consistently review our supply chain and explore opportunities to reduce our costs.
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Optimizing your tax strategy

Optimizing your tax strategy

How well do the following statements describes you or your business?

1. I am confident that my current owner-manager compensation strategy meets my personal and business needs in a tax-efficient manner.
2. I have recently reviewed my tax strategy (on my own or with the help of a professional advisor) to manage my tax liability and stay on top of my tax compliance obligations (e.g. potential U.S. filing requirements where U.S. assets are owned).
3. My long-term business and estate plan considers alternatives to retain the maximum after-tax amount following a sale of the business
4. My business tax strategy is up-to-date with tax changes introduced by governments.
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Integrating technology

Integrating technology

How well do the following statements describes you or your business?

1. My business has the appropriate technology needed to compete in the current business environment.
2. My business has the cyber protection and privacy breach procedures in place to meet regulations and protect our brand.
3. Our organization has a technology roadmap and knows where we want to invest in the coming years.
4. Digital transformation is an understood goal across the organization and our leadership team consistently checks in on our progress.
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Exploring your business exit options

Exploring your business exit options

How well do the following statements describes you or your business?

1. I have set clear objectives for the transition of my business over the short and long term.
2. I know what my business is currently worth and what it could be worth in the future.
3. I have considered all my options for transition of my business and am on-track to retire when I want to.
4. The governance structure of my business includes a leadership team, advisory board and a family council (if appliable) that works well together.
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