Contractor Wealth Scorecard

What this is

Twenty-five questions across the four acts — Build, Protect, Invest, and Legacy — plus a few details about your company. It takes about eight minutes. At the end you'll see a score out of 5 for each act and awareness flags marked Strong, Review, or Potential Gap.

• 5 Build questions on marketing, networking, sales, fulfillment, and collections
• 10 Protect questions on ownership, guarantees, insurance, entities, and personal-wealth separation
• 5 Invest questions on numbers, profit, and wealth outside the company
• 5 Legacy questions on succession, estate concepts, giving, and community