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Company Pending™ Business Ownership Diagnostic
Answer the routing question and work through the scored items to get your ownership diagnostic results by email.
Contact Details
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Full Name: First Name
*
Full Name: Last Name
Email
*
Stage-Specific Path Questions
Select your current stage
*
A
DISCOVER
B
IDEA
C
BUILD
D
GROW
E
EVOLVE
Five years out, which ownership life feels most like yours?
A
A business I run and control day to day
B
A business that runs mostly without me
C
A portfolio of income-producing assets
D
A mix that evolves over time
How many hours a week do you want this to take?
A
Under 10
B
10–20
C
20–30
D
30–40+
How much capital could you realistically put in over the next 12 months?
A
Less than $5k
B
$5k–$25k
C
$25k–$100k
D
$100k–$500k
E
$500k+
What's your strongest starting asset?
A
Cash or access to capital
B
Specialized knowledge or skills
C
An audience or network
D
Time and willingness to execute
E
An existing business or asset
Which risk style fits you best?
A
Bet small, learn fast
B
Take one calculated leap
C
Go big once I see proof
D
Protect downside above all
Which ownership vehicle is most attractive right now?
A
Start something from scratch
B
Buy an existing business
C
Buy a franchise or licensed model
D
Invest for equity without operating
E
Lend or finance deals
What annual income from ownership would feel meaningful?
A
Under $50k
B
$50k–$100k
C
$100k–$250k
D
$250k–$500k
E
$500k+
F
$500k+
What's the biggest thing in your way right now?
A
I don't know where to start
B
I lack capital
C
I lack time
D
I lack skills or knowledge
E
I lack a network
F
Fear of making the wrong move
Which kind of owner responsibility feels best to you?
A
Running daily operations
B
Leading people and strategy
C
Building systems and assets
D
Allocating capital and overseeing
How important is predictable income while you build?
A
Critical — I need stability
B
Important but flexible
C
Nice to have
D
Not important — I can handle volatility
Untitled multiple choice field
A
A. Steep and fast — I'll learn by doing
B
B. Moderate — guided learning plus action
C
C. Gradual — learn first, act later
D
D. Minimal — I want a proven playbook
Untitled multiple choice field
A
A. Strong — I know operators, investors, or buyers
B
B. Some — I know a few helpful people
C
C. Limited — mostly on my own
D
D. None yet
Untitled multiple choice field
A
Pursue it — goals come first
B
Lean in if the numbers work
C
Pass — I need to love it
D
Depends on how boring it is
Untitled multiple choice field
A
People already pay for solutions
B
People complain but don't pay
C
I've only observed it myself
D
No evidence yet
Untitled multiple choice field
A
Very easy — I could test this week
B
Possible with some effort
C
Hard — requires significant build
D
I don't know how to test it
Untitled multiple choice field
A
Talk to customers and revise
B
Change the offer or positioning
C
Push harder on marketing
D
Move on to another idea
Untitled multiple choice field
A
Very clear — I know the core
B
Somewhat clear
C
Fuzzy
D
Haven't thought about it
Untitled multiple choice field
A
Clear customer rejection
B
Running out of money
C
A better opportunity
D
I wouldn't — I'd persist
BUILD Branch
Untitled multiple choice field
A
Pre-revenue, building
B
Early revenue, finding fit
C
Growing revenue, scaling
D
Profitable and stable
Untitled multiple choice field
A
Know CAC, LTV, margins cold
B
Know most of it
C
Rough sense
D
Don't know the numbers
Untitled multiple choice field
A
I have a specific channel plan
B
Referrals and network
C
Paid ads
D
I don't know yet
Untitled multiple choice field
A
Yes — already happens
B
Yes — with training
C
Partially
D
No — it's all me
Untitled multiple choice field
A
Profit and cash flow
B
Revenue growth
C
Customer count
D
I don't have one
Untitled multiple choice field
A
Team decides using clear principles
B
They wait for me
C
Decisions stall
D
I'm always available
Untitled multiple choice field
A
No — cash comes first
B
A little — manageable
C
Yes — it strains us
D
I don't know
E
I don't know
Untitled multiple choice field
A
A. Leaders run day-to-day; I do strategy
B
B. Managers handle most; I still decide a lot
C
C. I manage everything directly
D
D. No real management layer
Untitled multiple choice field
A
A. Financial records and reporting
B
B. Legal, contracts, and compliance
C
C. Operations and documentation
D
D. Customer concentration or churn
Untitled multiple choice field
A
We fulfill smoothly
B
We scramble but deliver
C
We'd fail or delay
D
We've never thought about it
Untitled multiple choice field
A
Pre-revenue
B
Under $100k
C
$100k–$500k
D
$500k–$1M
E
Over $1M
Untitled multiple choice field
A
Under $250k
B
$250k–$1M
C
$1M–$5M
D
$5M–$20M
E
Over $20M
EVOLVE: How do you decide whether to keep, grow, partner around, or sell an asset?
A
A. Clear criteria and regular review
B
B. Gut feel when opportunities arise
C
C. I rarely consider selling
D
D. I hold everything
EVOLVE: How are ownership risks distributed across customers, industries, geographies, and asset types?
A
A. Well diversified
B
B. Somewhat diversified
C
C. Concentrated in one or two
D
D. Single point of failure
EVOLVE: How clearly are ownership rights, governance, and decision authority documented across your holdings?
A
A. Fully documented
B
B. Mostly clear
C
C. Informal
D
D. Not documented
EVOLVE: When evaluating another acquisition or investment, what matters most?
A
A. Strategic fit and returns
B
B. Price and deal terms
C
C. Gut feel
D
D. I don't evaluate formally
EVOLVE: How prepared are you for a major liquidity event or transfer?
A
A. Ready — docs, team, numbers
B
B. Mostly ready
C
C. Not really
D
D. Never thought about it
BUILD: If sales doubled, what would break first?
A
Fulfillment or operations
B
Cash flow
C
Team capacity
D
Customer experience
E
Systems or tech
F
Quality control
G
Nothing — we're ready
IDEA Branch
Untitled multiple choice field
A
Paying customers or waitlist
B
Positive feedback from prospects
C
Research or market data
D
No proof yet
Untitled multiple choice field
A
I can name 10 by name
B
I know the type precisely
C
Roughly — still fuzzy
D
No idea who buys first
Untitled multiple choice field
A
I know price, cost, and margin
B
I know price but not costs
C
I have a rough guess
D
Haven't figured it out
Untitled multiple choice field
A
Clearly different and defensible
B
Different but copyable
C
Slightly different
D
No different from alternatives
Untitled multiple choice field
A
Under $10k
B
$10k–$50k
C
$50k–$150k
D
$150k–$500k
E
$500k–$1M
F
Over $1M
Untitled multiple choice field
A
I stay central to delivery
B
I lead but others deliver
C
The system runs it
D
I exit or step back
Untitled multiple choice field
A
Under $100k
B
$100k–$300k
C
$300k–$1M
D
$1M–$3M
E
$3M–$10M
F
Over $10M
Untitled multiple choice field
A
Customers — need demand
B
Product — need to build it
C
Capital — need funding
D
Team — need people
E
Time — need hours
F
Knowledge — need to learn
Untitled multiple choice field
A
Yes — systems handle it
B
Mostly — minor issues
C
No — things slip
D
I never step away
Untitled multiple choice field
A
Dashboard I review weekly
B
Spreadsheets I update
C
Accountant's reports
D
I don't track closely
Untitled multiple choice field
A
Most of it
B
Some key parts
C
Very little
D
Nothing is documented
Untitled multiple choice field
A
We have reserves and a plan
B
We cut back and survive
C
We scramble
D
We wouldn't survive
Untitled multiple choice field
A
It already runs without me
B
Others deliver the core value
C
Systems and brand carry it
D
No proof yet — it's me
GROW Branch
Untitled multiple choice field
A
It runs fine
*
B
Minor issues
C
Minor issues
D
Major problems
E
It would stall
Untitled multiple choice field
A
Under $250k
*
B
$250k–$1M
C
$1M–$5M
D
$5M–$20M
E
$20M–$100M
F
Over $100M
Untitled multiple choice field
A
Strongly profitable
*
B
Modestly profitable
C
Breakeven
D
Losing money
E
I don't know
Untitled multiple choice field
A
Very — reliable channels
*
B
Somewhat
C
Unpredictable
D
We don't acquire systematically
Untitled multiple choice field
A
Very little — it's documented
*
B
Some
C
Some
D
A lot
E
Almost all of it
Untitled multiple choice field
A
Most of it
*
B
About half
C
Very little
D
Very little
E
None
Untitled multiple choice field
A
Leadership capacity
*
B
Systems and processes
C
Cash
D
Market size
E
Talent
F
Customer concentration
G
No ceiling
Untitled multiple choice field
A
Scale to 10x
*
B
Optimize for profit
C
Build to sell
D
Build to hold forever
E
Bring in partners
F
Step back from operations
G
I don't know
H
I don't know
EVOLVE Branch
Untitled multiple choice field
A
Very — thesis-driven
*
B
Somewhat
C
Somewhat
D
Opportunistic
E
Accidental
Untitled multiple choice field
A
Formal process with criteria
*
B
Rough framework
C
Gut feel
D
I don't allocate — one bet
Untitled multiple choice field
A
Not at all
*
B
Slightly
C
Heavily
D
Entirely
Untitled multiple choice field
A
Yes — with a valuation basis
*
B
No
C
Rough idea
D
No
E
Never thought about it
Untitled multiple choice field
A
Under $500k
*
B
$500k–$2M
C
$2M–$10M
D
$10M–$50M
E
$50M–$200M
F
Over $200M
Untitled multiple choice field
A
Barely — diversified
*
B
Very
C
Somewhat
D
Very
E
It would wipe me out
Untitled multiple choice field
A
Ready now
*
B
6–12 months away
C
1–2 years away
D
Not ready
Untitled multiple choice field
A
Acquire another business
*
B
Sell an asset
C
Bring in partners or investors
D
Diversify into new assets
E
Optimize current holdings
F
Step back
G
Do nothing different
Untitled multiple choice field
A
The model doesn't scale without the owner
B
Growth is always hard
C
It's a temporary phase
D
It means demand is strong
Untitled multiple choice field
A
Cutting $100k of owner-dependent costs
B
Adding $100k of owner-dependent revenue
C
They're equivalent
D
Neither matters
Untitled multiple choice field
A
Does it strengthen the core asset?
B
How much revenue will it add?
C
How fast can we launch?
D
What will competitors think?
Untitled multiple choice field
A
The company can produce durable earnings through transferable capabilities that do not depend primarily on that owner
B
Revenue is growing year over year
C
The owner works fewer hours
D
Profit margins are high
Untitled multiple choice field
A
Work where the owner creates unique strategic value and where delegation would not produce a better system
B
Work the owner enjoys most
C
Work that seems too important to trust to others
D
Work the owner has always done
Universal Scored Diagnostic
U1 When you're deciding whether a business opportunity is worth pursuing, what do you lean on most?
*
A
Evidence and numbers
B
Instinct and experience
C
Advice from others
D
What's worked before
U2 You love a business idea, but the market evidence is weak. What do you do?
*
A
Kill it or pivot fast
B
Test cheaply before deciding
C
Pursue it — belief matters
D
Ask friends what they think
U3 Two businesses produce the same profit. Which is more attractive?
*
A
The one less dependent on its owner
B
The one growing faster
C
The one I understand better
D
They're equal
U4 Someone tells you, 'My business does $1 million a year.' What is your first question?
*
A
What does it keep as profit?
B
How many customers?
C
How fast is it growing?
D
How long did it take?
U5 A price should primarily:
*
A
Reflect the value to the customer
B
Cover costs plus margin
C
Match competitors
D
Be as low as possible to win
U6 Your business suddenly has an extra $100,000 in cash. Your first instinct is to:
*
A
Reinvest in growth
B
Build reserves
C
Pay down debt
D
Take some out
U7 You've personally completed the same business task 50 times. What should happen next?
*
A
Document and delegate it
B
Keep doing it — I'm fastest
C
Hire someone to help me
D
Automate it fully
U8 Customers insist they only want YOU to perform the work. Your reaction?
*
A
That's a problem to fix
B
Flattering — keep it up
C
Raise prices
D
Hire a clone
U9 As a company gets bigger, what should happen?
*
A
Systems replace heroics
B
Hire more heroes
C
The owner works harder
D
Growth solves everything
U10 If revenue doubles, what should happen to the owner's workload?
*
A
Stay flat or shrink
B
Grow slightly
C
Double too
D
Triple — growth is hard
U11 Which would you rather own?
*
A
A business that runs without me
B
A high-paying job-like business
C
A fast-growing demanding one
D
A prestigious brand
U12 Your business can operate for a month without you. What do you do with that freedom?
*
A
Build the next asset
B
Improve the systems
C
Take time off
D
Worry about it
U13 Your company reaches maximum capacity. Your first move?
*
A
Redesign the architecture using people, systems, technology, licensing, partnerships, acquisition, or a different model
B
Hire more people
C
Raise prices and stay smaller
D
Work more to handle demand
U14 What does 'scalable' mean to you?
*
A
Revenue can grow faster than costs and owner time
B
Getting bigger
C
Hiring a lot of people
D
Opening more locations
U15 If someone buys your business, what are they really buying?
*
A
Future cash flows and transferable systems
B
The brand name
C
The customer list
D
My expertise
U16 Ten years from now, which outcome sounds most like winning?
*
A
A portfolio of assets I own
B
One big successful company
C
Freedom of time
D
Wealth regardless of source
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