Value Maturity Quiz

1. Have you had your company valued by an independent, knowledgeable party?

YesNo

2. Have you and your financial advisor determined how much money you would need to invest to support your current life style if you retired?

YesNo

3. Are you able to take a vacation and not call the office for a week or more at a time?

YesNo

4. What is the primary source of new business for your company (please select only one)?

5. What has been the trend for your revenues and profits over the last five years?

IncreasingDecreasingFlat

6. Do you have a specific plan regarding what you would like to do after you sold your business (playing more golf doesn’t count)?

YesNo

7. Do your top 5 customers account for more than 30% of your revenue?

YesNo

8. Have you identified which exit option is the most appropriate for you?

YesNo

9. Do you know how much you would net from the sale of your business (after taxes and transaction fees)?

YesNo

10. Do you have job descriptions for each of your key employees?

YesNo

11. Have you documented your office, service, manufacturing, and marketing processes?

YesNo

12. How is your health?

ExcellentTypical Aches and PainsSome Major Health Issues

13. How is your energy level?

I am still passionateI feel like a caretakerI am burned out

14. Have you set a date for when you would like to retire?

YesNo

15. What is the outlook for your industry?

GrowingShrinkingMature

16. I which sector does your business compete

17. What is your annual revenue

18. How many employees do you have?

19. Do you have a contingency plan in place for yourself, any partners, or other key stakeholders that would ensure the viability of your business?

YesNo

20. Do you have a formal process for your Business Strategy including a system to track performance towards meeting your strategic objectives?

YesNo

Calculation

Value Maturity Score

The quiz was designed to sort the scores into quartiles. The quartiles were determined by your risk profile. The first quartile is where you would like to be. This quartile represents business and financial practices which are more likely to reduce your personal financial, and business risk.

SCORE QUARTILE MATURITY LEVEL

15-22 1st Quartile Highest

23-29 2nd Quartile Med. High

30-26 3rd Quartile Med. Low

37-44 4th Quartile Low

If you would like a full explanation of the questions and why they are important we have created YOUR GUIDE TO VALUE MATURITY: A Mental Model for Personal Prosperity. Just fill out your first name and email address below and we will send it your way.

We believe an educated business owner is a successful business owner.

If you want to see the results of the test and don't want Your Guide to Value Maturity (Think Quick Read on Exit Planning as Business Strategy), you can get your score by taking the assessment and check your score against the table above.

Best of luck on your journey.

If you want to learn more, you know what to do!

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