• Business Wealth & Value Assessment — Client Intake

    Thank you for choosing MMAS CPA. This assessment is designed to help you understand what your business may be worth, where it is strong, where value may be leaking, and which improvements could have the greatest impact. Your answers will help us prepare for our work together. Most owners complete this form in approximately 15–20 minutes. If you do not know an answer, provide your best estimate or select 'I'm not sure.'

  • Owner and business information

  • Format: (000) 000-0000.
  • Entity type*
  • Which best describes your business?*
  • Which service package are you most interested in?
  • Which service package are you most interested in?

  • Ownership and leadership

  • Owner details*
  • Are any family members employed by or paid through the business?*
  • Family members employed or paid through the business
  • Could the business operate for 30 days without the primary owner's daily involvement?*
  • Which responsibilities still depend primarily on the owner?*

  • High-level financial snapshot

  • How would you describe revenue trend?*
  • Are the financial statements maintained on an accrual basis?*
  • How soon after month-end are financial statements normally available?*
  • Do the financial statements accurately reflect business performance?*
  • Are any personal, discretionary, nonrecurring, or owner-specific expenses paid by the business?*
  • Does the business own real estate?*

  • Revenue quality and business risk

  • Does the business rely heavily on one employee, vendor, referral source, contract, license, payer, platform, or product?*
  • Are there any current or threatened lawsuits, tax issues, regulatory matters, ownership disputes, or significant unresolved claims?*

  • Owner goals and wealth

  • What prompted you to complete this assessment now?*
  • What is your desired involvement in the business three years from now?*
  • What is your anticipated timeline for selling, transferring, or substantially stepping back from the business?*
  • Approximately what percentage of your personal net worth is tied to the business?*
  • Do you have a personal financial plan coordinated with your business and exit goals?*
  • You're in Good Hands MMAS CPA is led by Tina McGill, CPA, MACC — recognized in Forbes' 2026 Best-in-State CPAs and featured in Medscape Medical News for her insight on private equity in healthcare. Tina has overseen more than $46 million in acquisition and transaction activity for clients, and created the Exit Without Selling™ framework, which has helped physicians and business owners build enterprise value without giving up ownership or control. Our team doesn't just close your books — we help you understand what your numbers mean and what to do next. Whether you're building a Wealth-Ready Back Office, want CFO-level strategic guidance, or need both working together, this assessment is the first step toward a clearer picture of what your business is really worth and where the greatest opportunities are hiding. Pick a time below and let's talk about what we found.

  • Schedule Your Consultation

  • Pick a time below that works for you, and our team will confirm your consultation.
  • Select your consultation time*

  • Secure document submission

  • Supporting documents must be submitted through the MMAS CPA secure portal, not through this form and not by ordinary email.
  • Requested uploads: business tax returns for the last three years; profit and loss statements for the prior two completed years; current year-to-date profit and loss statement; balance sheets for the prior two year-ends and current year to date; current business debt schedule; payroll summary or owner compensation detail; any available budget, forecast, organizational chart, customer concentration report, accounts receivable aging, prior valuation, or strategic plan.
  • Upload Documents Securely
  • Have the requested documents been uploaded through the secure portal?*
  • Is any requested document currently unavailable?*

  • Final confirmation

  • Assessment meeting participants
  • Acknowledgment*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: