• Level 1: Are accurate and timely monthly financials available within 10 business days?*
  • Level 1: Do leadership teams trust the accuracy of the financial statements?*
  • Level 1: Can profitability be measured by customer, location, service line, or job?*
  • Level 1: Do you maintain a rolling 13-week cash flow forecast?*
  • Level 1: Are billing errors, payroll corrections, and write-offs tracked and measured?*
  • Level 1: Are operational KPIs integrated with financial reporting?*
  • Level 2: Does leadership review weekly KPIs and operational scorecards?*
  • Level 2: Can operational or margin problems be identified within 7 days instead of after month-end?*
  • Level 2: Are labor productivity metrics reviewed weekly?*
  • Level 2: Are weekly gross margin trends monitored?*
  • Level 2: Are sales pipeline and conversion metrics reviewed weekly?*
  • Level 2: Are AR aging and collections reviewed weekly?*
  • Level 3: Can you identify your least profitable customers or work types?*
  • Level 3: Is pricing evaluated against actual delivery cost?*
  • Level 3: Do recurring operational problems continue despite repeated fixes?*
  • Level 3: Are rework, write-offs, and billing corrections measured financially?*
  • Level 3: Are labor inefficiencies diagnosed at the root-cause level?*
  • Level 3: Are customer-specific service burdens or exceptions analyzed?*
  • Level 3: Is root-cause analysis performed before implementing solutions?*
  • Level 4: Is every major initiative tied to projected ROI and measurable outcomes?*
  • Level 4: Are repetitive manual tasks identified and measured financially?*
  • Level 4: Are automation opportunities evaluated before adding headcount?*
  • Level 4: Are initiatives prioritized based on financial impact?*
  • Level 5: Is one accountable owner assigned to every major initiative?*
  • Level 5: Do initiatives lose momentum after launch?*
  • Level 5: Are SOPs documented and consistently followed?*
  • Level 5: Are managers measured on execution quality, not just activity?*
  • Level 6: Do improvements remain in place 12 months later?*
  • Level 6: Is the business overly dependent on specific employees or the owner?*
  • Level 6: Are pricing models reviewed at least annually?*
  • Level 6: Is free cash flow improving as revenue grows?*
  • Level 7: Can the business scale without proportional overhead growth?*
  • Level 7: Has growth improved profitability, not just complexity?*
  • Level 7: Can the business operate without the owner involved daily?*
  • Level 7: Would a buyer view the business as scalable and transferable?*
  • Should be Empty: