Business Owner Value Assessment

A guided diagnostic tool for your sales team. Walk the prospect through 6 sections in approximately 30 minutes.

1Business Overview

2Financial Clarity & Control

3Profitability & Cash Management

4Business Value & Growth

5Exit & Succession Rediness

6Readiness & Next Steps

Phone

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Business Overview

Business Name

Owner Name(s)

Industry / Niche

Years in Operation

Less than 1 year

1-3 years

3-5 years

5-10 years

10-20 years

20+ years

Annual Revenue (Approximate)

$500K - $750K

$750K - $1M

$1M - $2M

$2M - $5M

$5M - $10M

$10+M

Total Team Size (including owner)

1-5

6-10

11-25

26-50

51-100

100+

Where do you personally spend most of your time in the business?

What are the 1–2 biggest frustrations you're dealing with in the business right now?

Financial Clarity & Control

My financial reports — P&L, Balance Sheet — are always accurate and up-to-date.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I feel completely confident making major financial decisions based on my current numbers.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I have a clear picture of my business's cash flow for the next 90 days.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

When it comes to taxes, we are proactively planning — not just reacting at year-end.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Profit isn't accidental — it's built into how we manage money and price our work.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

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Financial Clarity & Control Score

How do you currently handle bookkeeping and accounting?

In-house bookkeeper

External bookkeeper only

CPA/Accounting Firm

I do it myself (QuickBooks/software)

Mix of the above

No formal system

What is the single biggest financial question you have about your business right now?

Profitability & Cash Management

Cash flow surprises are rare in my business.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I know my exact profit margin and it reflects the value we deliver.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

The business consistently pays me what I'm worth as the owner.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

We have a structured system for managing cash — not just checking the bank balance.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

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Profitability & Cash Management Score

Business Value & Growth

I know what my business is worth today — and what drives that value up or down.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

The business could run successfully for 30+ days without my daily involvement.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

A significant portion of our revenue is recurring or highly predictable.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Every core process in the business has a clear, written Standard Operating Procedure.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

We have a clear competitive advantage that is difficult for competitors to replicate.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

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Business Value & Growth Score

Exit & Succession Readiness

I have a written plan for how I will eventually exit the business.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

If I needed to sell, refinance, or take on a partner tomorrow, my books could stand up to review.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I could retire without depending entirely on selling the business.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

What is your current timeline for exiting or transitioning the business?

Within 1-2 years

3-5 years

5-10 years

10+ years / not sure

No current exit plan

If we were sitting here 3 years from now, what would need to have happened for you to feel successful?

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Exit & Succession Readiness Score

Readiness & Next Steps

What prompted you to start looking at this now?

What happens to the business if nothing changes over the next 12 months?

Is addressing these challenges something you want to tackle in the near term?

Yes - this is urgent

Yes - within the next 3-6 months

Possibly - still evaluating

Not right now

Who else would be involved in making a decision to move forward?

If we identify clear recommendations today, are you open to investing to address them?

Yes - absolutely

Yes - if the value is clear

Possibly - need to understand the investment

Not at this time

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Overall Health Score

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