As your business grows, the details matter more. This checklist helps you step back, evaluate the essential areas that drive long‑term value, and make decisions with confidence — not guesswork.

At Borwick Wealth, we regularly sit across the table from business owners who are brilliant at running their companies — but don’t always have the time to review the structural, financial, and tax foundations that support them.

This checklist distills the same conversations we have during our Business Owner Value Reviews here in Denver: simple questions that reveal where your business is strong, where it may be exposed, and where a few thoughtful adjustments could make a meaningful difference to your future planning.

Inside this checklist, you’ll find the same thoughtful questions we walk through with business owners during a Value Review — prompts that help you slow down, step back from the day‑to‑day, and get a clearer sense of whether your business is still built to support where you want to go.

Here’s a closer look at what you’ll explore:

1. How your business is built — and whether the structure still fits.

Most owners set up their entity years ago and haven’t revisited it since. The checklist helps you look at things like ownership clarity, operating agreements, and liability protection through the lens of where your business stands today.

2. How efficiently your money is working for you.

You’ll review the areas where tax strategy and cash flow may not be aligned with your goals — whether that’s paying yourself the right way, choosing the right retirement plan, or simply tightening up processes that are leaking time or dollars.

3. Whether your key people are set up to succeed long‑term.

Compensation, role alignment, incentive structures, and retention tools all play a part in building a steady, scalable business. This section helps you evaluate where things are strong and where a few updates could make a meaningful difference.

4. How well your business would hold up if something unexpected happened.

From insurance gaps to continuity planning, you’ll get a clearer sense of how prepared (or unprepared) your company may be if an owner steps away or operations are disrupted.

Most owners don’t revisit these areas until something forces their hand — a partner change, a tax surprise, a growth plateau, or even a potential sale. By that point, the options are usually fewer and the decisions more stressful.

This checklist helps you get ahead of those moments so your choices can be proactive, not reactive.

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