The Capital Strengths Assessment

1

As revenue has grown, what has happened to your profit?* This field is required.

Profit has grown with it. I keep a healthy share of every new dollar.

Revenue has grown, but profit has stayed about the same.

Revenue has grown, but profit has become harder to keep.

I'm not sure. I don't track profit as a percentage of revenue.

2

What is your current profit margin?* This field is required.

30% or higher

20–30%

15–20%

Below 15%, or I don't know

3

Where does your business still depend on your personal delivery?* This field is required.

Very little. My team and systems deliver most of the work.

Some. I'm transitioning out of delivery but still carry key client work.

Most. The business still depends largely on my time.

4

Right now, could you tell someone how much cash in your business is genuinely available to invest?* This field is required.

Yes. I know exactly what is protected and what is free to deploy.

Roughly. I have a sense, but no clear number.

No. I look at the bank balance and estimate.

5

Which statement best describes your business today?* This field is required.

The business consistently funds market salaries, tax reserves, retained profit, and core capital.

We do some of these consistently, but not all of them.

We mostly pay expenses first and take what's left, if anything remains.

6

What is your annual revenue range?* This field is required.

Under $300K/year

$300-750K/year

$750K-2M/year

$2M-5M/year

7

When your business generates surplus capital, what usually happens next?* This field is required.

I allocate it intentionally, after my ZERO Line is fully funded.

It usually stays in the business because moving it feels risky.

I tend to deploy it quickly, sometimes before my foundation is fully protected.

8

Think about your last three meaningful investments. What did they primarily buy?* This field is required.

More capacity (people, contractors, advertising, or additional delivery)

More assets (systems, intellectual property, evergreen products, or lead-generation infrastructure)

A mix of both

Very little. I invest cautiously and infrequently.

9

Which statement best describes your personal wealth strategy?* This field is required.

I consistently move capital from the business into personal wealth.

I do it when there's extra.

Everything stays inside the business.

10

What is your full name?

First Name

Last Name

11

What is your first name?* This field is required.

12

What is your last name?* This field is required.

13

What is the best email address for us to send your results to?* This field is required.

example@example.com

14

What is your phone number?

Please enter a valid phone number.

15

TOTAL MANUFACTURE SCORE

16

TOTAL PROTECT SCORE

17

CAPITAL ASSESSMENT RESULT* This field is required.

18

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