Investment-Grade Readiness Assessment
Seller Value Drivers Assessment
This short assessment helps identify how your business performs across key value drivers buyers care about. It is not a valuation, and there are no right or wrong answers. Please rate each question using the same 1–5 scale based on how your business operates today, not where you want it to be. Answer quickly and honestly, your first instinct is usually the most accurate. Some questions address dependence on you, customers, or market conditions; in those cases, a higher score means lower risk.
Personal & Company Information
Owner's Name
First Name
Last Name
Owner's Phone
Please enter a valid phone number.
Owner's Email
example@example.com
Business Name
Year Established
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company DBA (if applicable)
Website URL
1. Brand, Reputation & Customer Mix
How strong is your company’s reputation in your local market?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How dependent is your business on a small number of customers or referral sources?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How dependent is your revenue on storms and/or hail events?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How resilient would your business be if one major customer, channel, or market segment declined
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How clearly differentiated is your company from competitors in your market?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
2. Marketing & Lead Generation
How consistent are your inbound leads month over month?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How many distinct lead sources bring you regular business?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
Do you actively track which marketing efforts deliver the best ROI?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How clearly defined and documented is your marketing plan?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
When a lead comes in, how structured is your follow-up process?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
3. Sales & Estimating
Do you track how many estimates turn into signed jobs?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How standardized is your estimating and proposal process?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How often do projects meet or beat the estimated profit margin?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How well-trained and confident are your salespeople in closing?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How organized is your sales pipeline (tracking prospects, status, and follow-ups)?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
4. Operations & Production
How predictable and organized is your job scheduling?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How consistently are jobs inspected for quality before completion?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How dependable and accountable are your crews or subcontractors?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How clear is communication between office, sales, and crews?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How soon after a project ends do you review actual vs. estimated costs?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
5. People & Culture
How steady is your core team (leadership, foremen, key admin)?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How clearly does each team member know their role and goals?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How aligned is your crew around shared values and company mission?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How prepared are others to step up if you’re unavailable for a few weeks?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How structured is your process for hiring and training new people?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
6. Technology & Systems
How well do your core tools (CRM, accounting, project management) connect and share data?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How consistently does your team use the systems you’ve invested in?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How confident are you that your data (leads, jobs, finances) is accurate and up to date?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How much of your routine work (estimating, invoicing, scheduling) is automated?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How often do you review and upgrade your technology tools or processes?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
7. Owner dependence
If you stepped away for 30–60 days, how well would the business continue to operate?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How clearly defined and documented are your responsibilities versus your team’s responsibilities?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How involved are you in day-to-day decisions (sales approvals, pricing, scheduling, hiring)?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How many key customer, supplier, or partner relationships depend primarily on you personally?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
How prepared is your leadership team to run the business without you on a daily basis?
1 - Weak or High Risk (high dependence)
2 -Below Average (some dependence)
3 - Adequate (manageable dependence)
4 - Strong & Consistent (low dependence)
5 -Best-in-class (minimal or no dependence)
8. Finance & Accounting
How up to date are your financial statements (P&L, balance sheet, cash flow)?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How consistently does your company hit its target profit margin?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How well do you manage cash flow (collections, reserves, forecasting)?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
Are you using accrual-based accounting for accurate job performance tracking?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
How often do you review key financial metrics with leadership?
1 - Weak or High Risk
2 - Below Average
3 - Adequate
4 - Strong & Consistent
5 - Best-in-class
Business Snapshot
These questions help us understand the size and complexity of your business so we can route your assessment appropriately. They do not affect your readiness score.
2025 Total Sales
Dollars
2025 Gross Profit
Dollars
2025 Net Profit
Dollars
# Sales Representatives
# W-2 Employees
Average Sales per Square
Dollars
Average Cost per Square
Dollars
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