You prefer making business growth decisions based on:

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Gut instinct and hustle

A mix of intuition and data

Careful analysis of projections and risks

Collaboration with trusted advisors and diverse opinions

How often do you review your business financial dashboard?

Rarely, I rely on a basic spreadsheet

Weekly, adjusting as needed based on data

Daily, focused on detailed accuracy and compliance

Regularly, but primarily after discussions with my finance team

Which best describes your approach to setting growth goals?

Seizing opportunities quickly without much planning

Combining quarterly goals with flexible adaptation

Setting long-term, precise financial plans to ensure stability

Ensuring goals reflect consensus from an advisory network

Your ideal finance partner would be someone who:

Keeps pace with your ambition—no unnecessary delays

Acts as a strategic sounding board offering clarity

Is detail-oriented and optimizes your processes

Encourages open dialogue and brings diverse insights

Statement: I feel most secure in business when all risks are thoroughly calculated and exposure is minimized.

True

False

You handle financial setbacks by:

Pivoting quickly to new opportunities without delay

Analyzing the setback with your team and adjusting the strategy

Revising detailed projections and compliance measures

Reassessing risk-return balance to minimize future exposures

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