EverNorth Wealth Advisory 1-888-810-3277
The Owner’s Blind Spot Scorecard

Your company has a plan. Do you?

Twelve questions. Four minutes. A clear picture of the five gaps between a profitable corporation and a secure family.

  • See which of the five gaps is costing you the most peace of mind
  • Get the three questions to take to your accountant before year-end
  • Find out what a written baseline looks like, and why most owners have never seen one
Everyone advises the corporation. Nobody is planning for the owner. The accountant files the return. The lawyer papers the structure. The banker lends against it. This scorecard checks the part none of them is responsible for.

Answer honestly. Nobody sees this but you.

Question 1 of 12 Has anyone shown you, in writing, why you take the mix of salary and dividends you take?
Question 2 of 12 Do you know what your household needs from the company each year, after tax, for the rest of your life?
Question 3 of 12 Do you know roughly how much passive investment income your corporation earns each year?
Question 4 of 12 Has your corporate structure been reviewed since your profits or family changed?
Question 5 of 12 Could you say today whether your shares would qualify for the lifetime capital gains exemption?
Question 6 of 12 Do you have a written plan for who buys or takes over the business, and when?
Question 7 of 12 If you could not work for a year, do you know exactly where the family income would come from?
Question 8 of 12 If you died this year, would your spouse know who to call first and what the company is worth?
Question 9 of 12 Is there an agreement, with funding behind it, for what happens to your shares?
Question 10 of 12 Do you have a retirement plan that does not depend on selling the business at a good price?
Question 11 of 12 Have your group benefits and retirement plan been compared to alternatives in the last three years?
Question 12 of 12 Has any one person looked at your personal and corporate finances together, as one picture?

Where should we send your scorecard?

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Dave Wiitala Founder / Lead Strategist, EverNorth Wealth Advisory

I work with a small number of incorporated owners and professionals. I do not give tax, legal or investment advice. My job is the plan that connects your accountant, your lawyer and your portfolio manager. I charge one flat fee for that plan, set out in writing before you decide anything. If a client later puts insurance in place through me, or works with a portfolio manager I introduce, I am paid for that too, and I say so in writing.