The business walk.

Better numbers. Better deals.

About 10 minutes. Owner-side questions we'd ask on a Foundation Review call. We use these to draft your written report and frame the Critical Four conversation.

The Critical Four — your current visibility

Rate how clearly you can see each number on a typical Monday morning. 1 = I'm guessing. 5 = I have a dashboard.

1 · Guessing2345 · Dashboard

Source: Good Deals V-CFO playbook · Critical Four monthly cadence. Coordinated with your IPS draft for the integrated personal/business view.

Owner compensation — current state

How you're paid out of the business today. We use this to size the S-Corp / QBI moves.

Current entity

Source: IRS — S corporation employees, shareholders, and corporate officers · IRS Fact Sheet FS-2008-25 on reasonable compensation.

Structural moves — already in place?

Each of these is in the punch list. Tell us where you stand so we don't re-recommend what's done.

Source: Cornell LII — IRC §280A(g) (Augusta Rule) · IRC §62(c) (Accountable Plan) · IRS QBI deduction.

Exit + continuity

Even if you're nowhere near exit, the answers shape the engagement.

Exit timeline

Key-person insurance on the owner?

Source: Cornell LII — IRC §2703 (buy-sell valuation) · IRC §264 (key-person insurance).

Goals + the 3-year picture

Free text. What's the business doing in 3 years if everything goes well?

Vision in 3 years

Biggest worry right now

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Educational only. Not personalized financial, tax, or investment advice. Good Deals Advisors, LLC — Austin, TX. Investments placed via Altruist. Insurance placed via BackNine with commissions disclosed line by line.