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Center for Business Excellence Valuation Report


A company’s true value isn’t just in its numbers—it’s also in its story. This survey asks a few carefully chosen questions that uncover the qualitative aspects of your business, such as leadership, culture, processes, and growth potential. By combining these insights with quantitative data, we create a report that reflects a valuation—one that recognizes both the tangible and intangible drivers of long-term success.

What is your name and role at your company?

What is the name of your company?

What is your email address?

When do you think you might want to potentially exit your business?

When do you think you might want to potentially exit your business?
A
B
C
D
E
F
G

What do you think your business is worth today?

What do you want the business to be worth at the time of exit?

ALL of our equipment is up to date and in condition (5 = strongly agree)

ALL of our equipment is up to date and in condition (5 = strongly agree)

We can choose from a number of different suppliers (5 = strongly agree)

We can choose from a number of different suppliers (5 = strongly agree)

Bad debts are rarely a problem (5 = strongly agree)

Bad debts are rarely a problem (5 = strongly agree)

We could not ask for better employees (5 = strongly agree)

We could not ask for better employees (5 = strongly agree)

We have regularly structured employee training programs (5 = strongly agree)

We have regularly structured employee training programs (5 = strongly agree)

We don't need much working capital to operate (5 = strongly agree)

We don't need much working capital to operate (5 = strongly agree)

We have good management systems in place (5 = strongly agree)

We have good management systems in place (5 = strongly agree)

Our business processes are well documented (5 = strongly agree)

Our business processes are well documented (5 = strongly agree)

Cash flow is rarely a problem (5 = strongly agree)

Cash flow is rarely a problem (5 = strongly agree)

Government regulation is good for our business (5 = strongly agree)

Government regulation is good for our business (5 = strongly agree)

There is little chance of legal action against us (5 = strongly agree)

There is little chance of legal action against us (5 = strongly agree)

The business has been in operation for a long time (5 = strongly agree)

The business has been in operation for a long time (5 = strongly agree)

We have been the owners of the business for a long time (5 = strongly agree)

We have been the owners of the business for a long time (5 = strongly agree)

Our business has grown each year (5 = strongly agree)

Our business has grown each year (5 = strongly agree)

Owners do not work more than 50 hours per week (5 = strongly agree)

Owners do not work more than 50 hours per week (5 = strongly agree)

Customers deal with the business not just the owners (5 = strongly agree)

Customers deal with the business not just the owners (5 = strongly agree)

The business has been consistently profitable (5 = strongly agree)

The business has been consistently profitable (5 = strongly agree)

The business could keep growing without the owners (5 = strongly agree)

The business could keep growing without the owners (5 = strongly agree)

Our market offers new opportunities (5 = strongly agree)

Our market offers new opportunities (5 = strongly agree)

There is little competitive rivalry (5 = strongly agree)

There is little competitive rivalry (5 = strongly agree)

This is a hard business for competitors to get into (5 = strongly agree)

This is a hard business for competitors to get into (5 = strongly agree)

Substitute products, services and technologies are not a threat to us (5 = strongly agree)

Substitute products, services and technologies are not a threat to us (5 = strongly agree)

Our market is growing quite rapidly (5 = strongly agree)

Our market is growing quite rapidly (5 = strongly agree)

We don't need to advertise much at all (5 = strongly agree)

We don't need to advertise much at all (5 = strongly agree)

Loss of our top three customers would not be that serious (5 = strongly agree)

Loss of our top three customers would not be that serious (5 = strongly agree)

More than 50% of our customers are return buyers (5 = strongly agree)

More than 50% of our customers are return buyers (5 = strongly agree)

Our website generates good business for us (5 = strongly agree)

Our website generates good business for us (5 = strongly agree)

Please clarify what industry you are in

How many employees do you have?

What was your revenue last year?

What was your profit last year?

What will be your revenue this year?

What will be your profit this year?

What % do you expect your business to grow next year?