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Business Needs Analysis

Business owners often have numerous planning needs – some known and others unknown. So, how do you determine which solutions they need and are most important to them? Using a couple basic needs analysis tools, you can walk them through it.

Use a short priorities checklist (PDF) (BB9557C) to ask some basic questions that will help your clients prioritize their top planning needs. If you prefer something more in-depth, a comprehensive fact finder (PDF) (BB8718C) can also be used to identify areas of need.

These and other tools will help you identify solutions to address the financial needs of:

  • The business
  • Its employees
  • The personal lifestyle of the owner(s)

And, it doesn’t matter whether it’s a nonprofit organization, a sole proprietorship or a farm. These tools can be used with any business.

The Process section below provides step-by-step guidance on how our tools can help you gather pertinent information and recommend solutions.

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