Business & Personal Financial State of the Union Assessment

The beginning of your exit plan starts with setting forth your initial goals. As we work together it is likely you will return to clarify, refine, and prioritize whatever you write here.

Please answer as many or as few of these questions as you like. All answers are 100% confidential and will be emailed to you immediately.


Part 1 of 4

Financial Independence.



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Part 2 of 4

Departure Date







Part 3 of 4

Desired Successor



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YesNo



Part 4 of 4

Values-Based Goals

How important are these goals? Please rate them on a scale of 1-5. 1= Not a goal for me and 5 = Second only to my financial security


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All answers are 100% confidential and will be emailed to you immediately.

There are no right or wrong answers; only answers which provide insight into:

  • Whether you are on the road to creating a business that can run successfully without you. That’s a business with transferable value.
  • What activities you might like to explore further as you spend more time away from your business before you leave it.
  • Whether your current advisors have the experience and skills necessary to help you create a business with transferable value

To get “there” involves installing and using financial controls, operational systems, and hiring, motivating and retaining next-level managers.  Designing incentivized compensation structures that align these managers’ interests with company’s is key. 

You’re not alone. Let’s talk about how to grow your company while planning your exit when you want, to whom you want and for the price you want.

816 Connecticut Avenue NW
Suite 800
Washington D.C. 20006
(888)336-8402
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COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA’s BrokerCheck website. Jarred Bunch is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN. Please review important Disclosure information set forth in this website.
Please check out the back ground of our financial Professionals on FINRA's BrokerCheck website
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