• Contact Information

• Name*
  First NameLast Name
• Email*
  example@example.com
• Company Name
• Website
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• Questionnaire

• 1. Size - What is your company’s annual revenue?*
  Under $5M$5M-$10M$10M-$25M$25M+
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• 2. Profitability - Is your business currently profitable (EBITDA)?*
  No, we’re breaking even or losing moneyBarely profitable (1–5% margins)Yes, with healthy margins (10–20%)Yes, consistently strong profits (>20%)
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• 3. Financial Reporting - How would you describe your financial reporting?*
  Basic QuickBooks, minimal reportingReviewed by a CPA but no formal statementsGAAP-compliant with internal controlsAudited financials and monthly dashboards
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• 4. Team and Talent - Do you have a leadership team in place beyond yourself?*
  No, I make nearly all decisionsA few department heads, but not independentYes, strong second layer of management
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• 5. Customer Concentration - Does any single customer account for more than 20% of revenue?*
  Yes, over 50%20–50%No, well-diversified customer base
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• 6. Scalability - How scalable is your business model?*
  Very limited, we’re tied to manual labor or locationSomewhat scalable, with constraintsHighly scalable with infrastructure in place
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• 7. Competitive Advantage - How defensible is your company’s position in the market?*
  No clear advantageWe compete on price or speedWe have strong brand, IP, or long-term contracts
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• 8. Growth Strategy - Do you have a clear growth strategy?*
  No formal strategySome ideas, but not documentedYes, with goals and KPIs in place
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• 9. Owner Dependency - How dependent is the business on you personally?*
  Very—customers and staff rely heavily on meSomewhat—I’m involved in major decisionsNot very—the business runs well without me
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• 10. Exit Timeline - When do you want to explore a partial or full sale?*
  Not sure / just curiousIn 2–3 yearsWithin the next 12 months
• Your Score
• Readiness Level
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