Planning Success for
Independent Business Owners
Financial Do you produce an annual budget?
Do you review a monthly financial statement?
Are you satisfied with your company's profits?
Do you find yourself having cash-flow issues?
Other Issues (Optional) *Please keep under 150 characters:

Business Insight Self-Assessment
Progress Tracker:  0% Completed




Sales Management


Exit Strategies


Final Step!!!

Simply complete the following form by completing each section and hitting Next Page. Each section provides a comment area for further explanation should you want to do so. If you do not understand a question or are uncertain as to whether or not you are performing a certain task appropriately, simply select Unsure. The process will only take a few minutes.

After submitting the form, a JRM Analyst will review your submission, and you will be contacted to discuss the results at no charge to you.