Business Assessment

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Name* This field is required.
First Name
Last Name
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Company Name* This field is required.
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Company Website* This field is required.
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Email* This field is required.
example@example.com
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Phone Number
Please enter a valid phone number.
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I am overworked and I need some time to enjoy life.
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Strongly Disagree
Strongly Agree
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I wonder if hiring an employee would help with work/life balance.
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Strongly Disagree
Strongly Agree
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My financial needs are being met by my work.
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Strongly Disagree
Strongly Agree
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Sometimes I worry about making payroll or vendor payments.
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Strongly Disagree
Strongly Agree
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I have a profit and loss statement, balance sheet, and cash flow statement to review monthly.
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Strongly Disagree
Strongly Agree
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I understand what my profit and loss statement, balance sheet, and cash flow are telling me about my business.
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Strongly Disagree
Strongly Agree
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Sometimes I feel stuck, and unsure about how to grow or scale business operations.
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Strongly Disagree
Strongly Agree
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I know what our company goals are.
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Strongly Agree
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I have information that confirms our company is meeting its goals.
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Strongly Disagree
Strongly Agree
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I want to retire in a few years and I have a plan to accomplish that.
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Strongly Disagree
Strongly Agree
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I am unsure how to get myself or the business ready for my retirement.
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Strongly Disagree
Strongly Agree
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I know what my business is worth.
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Strongly Disagree
Strongly Agree
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I know how to increase the value of my business prior to retirement.
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Strongly Disagree
Strongly Agree
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Selling the business is something I want to consider.
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Strongly Disagree
Strongly Agree
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Our employees know our values and purpose, and how to accomplish them.
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Strongly Disagree
Strongly Agree
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Our leadership team knows how to set reasonable goals.
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Strongly Disagree
Strongly Agree
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Our leaders and employees know what our company goals are.
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Strongly Disagree
Strongly Agree
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Each operational area of my business knows how it supports the strategic plan.
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Strongly Disagree
Strongly Agree
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Each operational area has goals from the strategic plan and is clear about how to meet them.
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Strongly Disagree
Strongly Agree
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Each operational area has operational and financial information to determine if their goals have been met.
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Strongly Disagree
Strongly Agree
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Each employee has key responsibilities and deliverables.
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Strongly Disagree
Strongly Agree
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Each employee knows when they are successful.
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Strongly Disagree
Strongly Agree
Should be Empty: