Question 1 of 5
How long have you owned your business?
Less than 5 years
5–14 years
15–24 years
25 years or more
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Question 2 of 5
Do you have a written succession plan in place today?
Yes — documented, reviewed in the last 2 years
Sort of — we've talked about it but nothing is written
No — it's on the list but hasn't happened
No — and I'm honestly not sure where to start
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Question 3 of 5
If something happened to you tomorrow, what would happen to your business?
My co-owner or family would step in — it's funded and ready
Someone would figure it out, but it would be messy
Honestly, it would probably fall apart
I've never thought about this seriously
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Question 4 of 5
Have you protected your business with life insurance or a key person policy?
Yes — recently reviewed and properly structured
I have some insurance but it was set up years ago
No business-specific coverage in place
Not sure what I have or whether it's adequate
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Question 5 of 5
What is your primary goal for the next 5 years?
Keep growing and eventually sell for maximum value
Pass it to the next generation of my family
Scale back and transition out in the next 5–10 years
Still figuring this out — no clear exit strategy yet
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This assessment is for educational purposes only and does not constitute financial, legal, or tax advice. HRP Financial is not responsible for decisions made based on quiz results.