Welcome

1
Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Phone Number(So we can text you when the report is ready!)
Please enter a valid phone number.
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Date* This field is required.
Date
Year
Month
Day
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Do you own a business?* This field is required.
Yes, by myself
Yes, with other(s)
No
6
Which method of exiting are you most interested in?* This field is required.There are three ways to exit your business. Which one are you the MOST interested in as of today?
TOTAL EXIT – Sell the business for an agreeable sum of money and not be involved or hold any ownership moving forward.
PARTIAL EXIT – Sell a portion of the business (up to 99%), yet still be required to have some daily duties for an agreed period of time. (This is usually called an “Earn-out").
EXIT WITHOUT EXITING – Maintain all or a majority of ownership equity and income but no longer be required to oversee daily operations, running the business in as little as 10 hours per month.
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Based on your answer to the previous question, how ready do you think YOUR BUSINESS is for your exit?* This field is required.On a scale of NOT READY to 100% READY, where do you fall?
Not Ready
Somewhat Ready
Mostly Ready
100% READY
Not Ready
Somewhat Ready
Mostly Ready
100% READY
8
If you could wave a magic wand and transition from owner-operator to owner-investor, spending as little as 10 hours per month running your business, when would you want this to happen?* This field is required.
ASAP
Within 12-18 months
Within 18-36 months
Longer than 36 months
9
When did the business begin?* This field is required.
Over 10 years ago
5-10 years ago
2-5 years ago
Less than 2 years ago
10
Who is the FOUNDER of the company?* This field is required.
I am alone
I am with other(s)
Someone else
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Is this business a franchise?* This field is required.
YESNO
12
Does your business require YOU to hold a specific degree or certification personally? (i.e., lawyer, doctor, CPA, engineer, etc.)* This field is required.
YESNO
13
How many employees do you have on payroll (both part-time and full-time)?* This field is required.
None, it’s just me
Less than 5
Between 5-10
More than 10
14
What was the ANNUAL REVENUE of your business during the most recently completed fiscal year? [This question is optional, but will help us give you a much better understanding of your exit readiness.]
Under $1,000,000
Between $1,000,000 and $2,000,000
Between $2,000,000 and $5,000,000
More than $5,000,000
15
Does your business hold any debt?* This field is required.
YESNO
16
Is your business profitable?* This field is required.
YESNO
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Who serves as President/CEO or oversees daily operations?* This field is required.
That’s me
A co-owner of the business
An employee
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If you were unexpectedly hospitalized for one month and had no communication with your staff, what would happen to the daily operations, sales, and profitability of your business while you were away?* This field is required.
The business would go bankrupt.
The business would close until I return.
The business would stay open, but would not operate at full capacity.
The business would stay open and my employees would handle daily operations just fine without me.
19
Do you have an attorney or legal team that understands your business needs and answers your calls/emails when you reach out?* This field is required.
YESNO
20
Do you have an ACCOUNTANT or CPA that understands your business needs and answers your calls/emails when you reach out?* This field is required.
YESNO
21
Do you have a bookkeeper who handles day-to-day accounting, payroll, invoicing, bills, etc..?* This field is required.
YESNO
22
Do you have a business coach or ADVISOR that understands your business needs and meets with you on a regular schedule to discuss business?* This field is required.
YESNO
23
On a scale of 1-10, how much stress do you feel in your life right now (10 is the highest).* This field is required.
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
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From the options below, what is more important to you?
TIMEMONEY
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Take the space here to write down any final thoughts, questions, or perspectives that you think might help Jason and his team review this assessment.
0/250
Huge
Large
Normal
Small
Ok
Ok
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DISCLAIMER ACKNOWLEDGMENT – I understand that the information collected in this evaluation tool is for the exclusive purpose of generating a general idea of my exit readiness. I understand that this information and the subsequent review call is NOT intended to be a prediction of the exact timeline of my exit, nor will it indicate the success of my exit. Rather it is intended to be a tool that will indicate my preparedness and a pathway forward. The information collected herein will only be used by TRJD Enterprises for the purposes of coaching me towards my exit. This information will not be disclosed to any third parties without my expressed written consent.* This field is required.
I understand and agree.
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One more thing.... Do you mind telling me where you first found out about this assessment?
Jason's website
An email Jason sent you
One of Jason's social media channels
Jason's podcast
An EMS live webinar
Other
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Should be Empty: