Instructions:
For you to receive real benefits from this assessment, please complete it as HONESTLY as possible. Answer all questions based upon your actual perception of the practices in your firm – not what you would like them to be. In other words, describe activities, as they actually exist. The survey requires approximately 7 minutes to complete. There are 50 activity questions. All responses are confidential.

Note - the Business Report Card and Summary Report Card are intended to assist business owners and their professional advisors in their unique decision process. They should not be relied on solely in assessing the company's current situation. They are essentially a starting point for the decision-making process. Complete information should be gathered about the current environment, marketplace, internal operations, etc. before final plans and directions are developed.