Overview
Explore six critical questions that can help business owners evaluate the health, direction, and long-term value of their companies. This class examines business strategy, financial performance, cash flow, team alignment, and owner dependence, while highlighting how CPAs can use these conversations to provide more proactive and valuable guidance to their clients.
Objectives
Identify six key questions that can help assess a business’s financial and operational health.
Recognize how strategy, profitability, cash flow, and team alignment impact business value and long-term success.
Describe ways CPAs can use proactive questions and trusted relationships to identify client needs and connect clients with appropriate resources.
