Client-Ready Checklist for Growth and Risk Assessment

This document is a checklist designed to assist clients in identifying their growth, risk, and transition needs. It outlines various indicators across several categories, including transactions, financial reporting maturity, private equity considerations, tax and regulatory complexities, risk advisory, cybersecurity, and technology maturity. Each section poses specific questions that clients can answer to assess their current situation. For instance, it addresses whether clients are considering ownership changes, if their financial reporting is consistent, and if they face compliance challenges. The checklist serves as a guide for client conversations, helping to pinpoint areas that may require deeper discussion or external support. Additionally, it emphasizes the importance of structured planning for owner transitions and highlights potential financial distress indicators. The document aims to facilitate proactive engagement with clients as they navigate changes in their business environment.