Business Owners

What Concerns You Most As A Business Owner?
We can help you plan to win.


 Please complete form below and you may send via

 Fax:  713-561-8159 or Email:  gilbert@afpgroup.com


 

 
PASSING THE BATON:
 
If you retired, died, or were too sick to come to work, is there someone within your organization who
could run your business?
 
Yes
 
 
No
 
 
Don't Know
 
Who?
 
 
 
 
KEY EMPLOYEES-INCREASING BENEFITSIf a key employee died or was unable to come to work because of an injury or extended illness,
how would your profits be affected?
 
 
 
Is there anyone else in your organization who could fill their shoes?
 
Yes
 
 
No
 
 
Don't Know
 
Who?
 
 
 
 
What benefits have you made available to you and or your employees?
 
Retirement Plan
 
Health Insurance
 
Life Insurance
 
 
 
 
Income Continuation Plan
 
Profit Sharing Plan
 
Other:
 
 
 
 
OPTIMIZING PERSONAL BENEFITS:
Would you like to learn more about the personal and tax advantages available to you as a business owner?
 
Yes
 
 
No
 
 
Do you believe you are getting as much as possible from your business on a tax favored basis?
 
Yes
 
 
No
 
 
 
 
The Business Owner (optional)
 
Your Title:
 
Percentage of Business Owned:
 
Other Owners:
 
 
Percentage Owned
 
%
 
Percentage Owned
 
%
 
Percentage Owned
 
%
 
Type of Business Entity:
 
 
Partnership
 
Sole Proprietor
 
Corporation:
 
 
 
S Corp
 
C Corp
 
Other (Describe):
 
How long have you been an owner?
 
What year was your business established?
 
How many employees?
 
 
 
Contact Information (Required)(Please supply us with your contact information so that we can speak with you as soon as possible)
 
Name
 
Phone
 
Email Address