Legacy Succession Scorecard that gets you from “Click” to selling your business in 8 weeks

1
Name* This field is required.
2
Email* This field is required.
example@example.com
3
Phone Number
4
Your Company Name* This field is required.
5
Nature of Your Business* This field is required.
6
What Sector is Your Business in?* This field is required.
Hair & Beauty
Health & Wellness
Fashion
Technology & Marketing
Licensing
Other
7
How Old is Your Business?* This field is required.
Start-Up
1-3 Years
4-6 Years
7-10 Years
11+ Years
8
Has the business ever been featured by the media in a positive light?* This field is required.
Yes
No
9
Has the business ever been nominated or won an industry relevant award?* This field is required.
Yes
No
10
Is there any unique technology that belongs solely to your business? e.g an app, digital platform, bespoke hardware etc.* This field is required.
Yes
No
11
Does the business have any proprietary IP in the form of methodologies, frameworks or accreditations?* This field is required.
Yes
No
12
Are there any trademarks or copyrighted assets registered to the business?* This field is required.
Yes
No
13
What Are Your Company's Key Challenges?* This field is required.Select up to 7 options
Marketing
Sales
Finance
Expansion/Scale
Distribution
Team/Industry Experts
Capacity/Operations/Systems
Management
None of the above
Other
14
What is Your Company's Approximate Net Profit?* This field is required.
Up to 10%
11% to 25%
Over 25%
15
How Well Do You Know Your Cost of Acquisition for New Customers/clients?* This field is required.
We know precisely
We have a good idea
We’re not that clear
We have a lot of work to do on this
Other
16
Do You Have a Repeatable Revenue Model?* This field is required.
Yes, customers pay an ongoing fee/subscription
No, customers pay one off fees
We have a blend of one off products & ongoing/subscription based offers
17
Does Your Business Have ESG Processes?* This field is required.ESG meaning - Environment, Social, Governance
Early stages
Yes, but needs work
No, we need help
Yes
18
How is Your Cash Flow?* This field is required.
Very healthy
Mostly healthy
Sometimes a concern
Always a concern
19
Where Does Your Business Sit on its Growth Journey?* This field is required.
We’re early stage
We’re scaling
We’re a market leader
We’re engaged in M&A
We’re preparing for exit
20
Which Bracket Does the Company’s Annual Revenue Fall Into?* This field is required.
Less than £500k
£500k - £1m
£1m - £10m
£10m+
21
Is Your Business Reliant on a Small Group of Customers Who Deliver More than 25% of Your Revenue?* This field is required.
Yes
No, we have a diversified customer base
This changes periodically
22
Has the Company Got Senior Executive Directors/Board on the Team – Virtual or In-house?* This field is required.
CFO/FD
COO
CEO
CTO
CMO
Non Executive Director(s)
No, but looking into it
23
Has the Company Got Senior Executive Directors/Board on the Team – Virtual or In-house?* This field is required.Select up to 6 options
CFO/FD
COO
CEO
CTO
CMO
Non Executive Director(s)
No, but looking into it
Never thought about it
24
How Effectively do Your Finance, Sales & Marketing Teams Work Together?* This field is required.
Not very – they’re quite siloed
They work closely when they need to
Very closely all the time
I don't have one
25
Do You Have an Effective Training and Development Programme Across the Whole Business?* This field is required.
Yes
Yes, but for select roles
No
26
How Would You Rate Your Recruitment Process?* This field is required.
We do this easily for any role
Generally good, but needs work within some departments
This is a challenge
We’re actively working on this
27
How Would You Describe the Systems Your Company Has in Place for Running Operations and Service Delivery?* This field is required.
World class
Very good but still refining
Functional but require improvement
Require more attention & focus
28
Does the Company Have a Management Structure/System with Goals and Accountability that Cascades Down Through the Business?* This field is required.
Yes, we have a formal structure/system
Yes, but it could be tightened up
Not really
No but we’re working on this
29
If you Stepped Away from the Business for 3 Months, Would it Continue to Thrive Without You?* This field is required.
Yes
Probably – but I’d need to check in remotely
Not for very long
No, but I wish it could
30
Why Are You in Business?
Financial freedom
To solve a problem
Love my work and industry
I don’t really know anymore
Entrepreneur at heart
Give back to society
Too busy to stop and ask myself that question
31
If Your Business Could Give You More of Something in Particular, What Would it Be?* This field is required.
Money
Time
Leverage
Freedom
Less stress
More options
32
If You Were to Put a Loose Percentage on Your Work to Life Balance Ratio, What Would it Be?* This field is required.
Work: 20%, Life: 80%
Work: 50%, Life: 50%
Work: 70%, Life: 30%
Work: 80%, Life: 20%
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Are You Happy With that Work/Life Ratio?* This field is required.
Yes
Sometimes
No
Other
34
What is Your Current Objective for Your Business?* This field is required.
Keep it running as is
To scale/grow
Have it work without me
To sell/exit
Not 100% sure yet
Something else
35
Being Honest, Do You Feel Like That’s Possible for Where You Are Right Now?* This field is required.
Yes
Yes, but some way off
I'm not sure anymore
No
36
Have You Raised External Funds for the Business or Plan to Do So?* This field is required.
Yes we have raised
Yes, and we a working to raise more
No, and no plans to as yet
No, yet we are working diligently now and struggling
We have plans to do this in the future
37
Have you Taken the Help of a Mentor, Consultant or Advisor Who Can Help You Sort Out Various Problems in Your Business, With Deep Knowledge and Resources of Various Functions?
Yes
No
38
Click the SUBMIT button to see your brief report instantly as well as getting your Answers in your email, so that you can analyse the real Gaps in your business that are causing daily Firefighting. 🔥
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