Appendix A · Interactive
The Owner’s Audit
Check everything that applies. Each checked item is a planning flag — not a score, a grade, or a verdict. A checklist cannot diagnose tax leakage; it points to where a professional should look. Five minutes now; a sharper first strategy session later.
The Owner’s Audit is a diagnostic instrument, not a substitute for professional advice. Each checked item is a planning flag — not a score, a grade, or a verdict. A checklist cannot diagnose tax leakage.
Stage One — Foundation
Structural risks
Planning opportunities
Stage Two — Growth
Structural risks
Planning opportunities
Stage Three — Legacy & Exit
Structural risks
Planning opportunities
0 of 25 checked — flags, not a score