Rather than focusing on business as if it is a separate entity, focusing on itself as the primary goal, we believe that business should help the owner(s) and senior executives achieve their life’s goals.  In other words, your business exists to serve you, rather than the other way around.  Here are the first 8 questions from our 25-question intake process.

1. What do you want out of life?
2. How can your business help you achieve that?
3. How well is your business working:
   1. As a business? (See Wheel of Business)
   2. Helping you achieve your goals?
4. Where do you want your business to be in
   1. 1 year?
   2. 5 years?
5. What’s stopping you from getting there?
6. What is that costing you?
7. What are you willing to do to get there?
8. A year ago, where did you plan for your business to be today?
   1. How close did you get?
   2. What did you learn?