Business Value Snapshot

Full Name

Business Name

Your business's legal or operating name

Email Address

We'll send your report here automatically

Phone Number

What industry are you in?

Annual revenue (last 12 months)

Enter a whole dollar amount — your best estimate is fine

Annual profit or EBITDA

Your take-home plus net profit before depreciation — estimate is fine

Number of full-time employees

Years in business

What is your ownership stake in the business?

When are you hoping to exit or transition out of the business?

What annual income would you need to live without financial restraint after your exit?

How much investable wealth do you have outside this business?

Stocks, bonds, investment real estate net of debt. Do not include your primary home.

Annual income from other sources

Rental income, Social Security, pension, part-time work — anything outside your investments

How to score yourself

Use this scale for every question below. Be honest — this assessment is only as useful as your answers are accurate.

1 — Haven't thought about it

2 — In my head, nothing written down

3 — Written down, below average execution

4 — Written down, above average execution

5 — Written down, consistently excellent

6 — World class — the standard others copy

⚠ You cannot score yourself above a 2 on any question unless it exists in writing and you could hand it to someone else today.

We have a clear strategic plan with defined goals, timelines, and ownership — and we actively use it to run the business.

We operate from a 12-month budget and compare actual results to it at least monthly.

We have a clear picture of where this business is headed in 3–5 years, including how and when the owner transitions out.

This business runs effectively without the owner present — the team knows what to do and has the authority to do it.

Every key leadership role has clear expectations, performance metrics, and accountability built into how we operate.

If a key person left tomorrow, we have a plan for who steps in and how the transition works.

We have a repeatable sales process with defined stages, tools, and conversion metrics — it doesn't rely on one person's instincts.

No single client represents more than 20% of our total revenue.

1 = one client is nearly all revenue · 6 = no client exceeds 20%

We track our sales pipeline and forecast future revenue with confidence — and review it at least monthly.

We have a marketing plan with defined lead targets, channels, and cost-per-acquisition — and it runs without the owner doing the selling.

Our brand is consistent, recognizable, and clearly communicates why clients choose us over anyone else.

We generate qualified leads predictably — not primarily through the owner's network or word of mouth alone.

1 = entirely dependent on owner · 6 = fully systematized engine

Every key role has clear expectations, performance measures, and a compensation structure tied to outcomes.

We can hire and ramp up someone into any key role without the process depending on one person to train them.

We rarely lose key people unexpectedly — and when we do, we understand why and address it.

1 = high turnover, no insight why · 6 = strong retention, fully understood

Our core processes run consistently because they are defined and followed — not because the right person happens to be in the room.

We use systems and technology to manage workflow, delivery, and quality — and they actually get used.

We could handle 2× our current volume without the business breaking at the seams.

1 = we'd break immediately · 6 = we could scale tomorrow

We produce accurate monthly financials — P&L, balance sheet, and cash flow — and we use them to make decisions.

We know our cash position at all times and maintain at least 60 days of operating reserves.

Our revenue, gross margin, and EBITDA are trending in the right direction — and we know exactly why.

Our business entity structure is intentional and has been reviewed by legal or tax counsel within the last three years.

All key agreements — with clients, vendors, employees, and partners — are in writing and stored where we can find them.

We are fully compliant with all applicable licenses, registrations, and regulatory requirements — and we can prove it.