Before you start the Instant Assessment, get your P&L from your last full year in business. Get the tax returns for each owner in the business for the tax period for that year. Get your balance sheet for the year-end of that year. Your accounting software (if you use one) can spit this stuff out easily; everything but your tax returns. If you don’t have access to a balance sheet or your P&L, that’s OK; we can still get darn close.
