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