The Exit-Ready Reality Check - Dev - Green Ridge Wealth Planning

How would you describe the relationship between your business and personal wealth?

My business is my entire financial plan—I haven’t prioritized personal wealth-building.

My business provides my income, but I have separate personal investments.

I actively integrate my business and personal finances into a cohesive strategy.

I’m unsure and need help structuring my finances better.

What are your top 3 financial priorities right now? (select up to 3)

Growing my business revenue and profitability

Increasing my personal wealth outside of my business

Reducing taxes efficiently

Protecting my business and personal assets

Planning for retirement or an eventual business exit

Balancing business reinvestment with personal liquidity

Ensuring my family’s financial security

Outside of your business, what percentage of your net worth is in personal investments?

0–10% (My business is nearly everything)

10–25% (I have some investments, but not much)

25–50% (A good balance, but my business is still my largest asset)

50%+ (I’ve diversified significantly outside my business)

If you are human, leave this field blank.

The Exit-Ready Reality Check – Dev