Strategic Exit Assessment

Strategic Exit Assessment

Review each section and score your company at each level on a scale from one (1) to ten (10)
The key to this exercise is to score each area of your business with brutal honesty. This is our baseline assessment and one where we will measure progress over time.

The grading system to use is:

1 - 2 Not Even Close

3 - 4 Toe in the Water

5 - 6 Sort of Done

7 - 8 Oh, So Close!

9 - 10 Nailed It!
Name

First NameLast Name
Company Name
Email
example@example.com
- Business Formation Documents
- Tax & Licensing
- Brief Company History
- Asset List
- Organizational Chart
- HR Policies
- Employee Records
- Schedule of Benefits
- Total Organization
- Financial Reports
- Revenue Streams
- Chart of Accounts
- Percentage of Revenue by Client
- Client Average Hourly Rate
- Tax Liabilities
- Personal Expenses
- Consistent Margins
- Debt Service
- Breakeven Sales
- Annual Budget
- Total Finance
- Tiers & Pricing
- Invoicing
- Service Delivery Practices
- Redacted Client Profiles List
- Client Documentation
- Product List
- Vendor Contracts
- Master Service Agreement (MSA)
- Total Pricing and Service
- Elevator Pitch
- Sales Process
- Sales Team
- Marketing Assets
- Total Marketing & Sales
- Selling Pitch
- Business Valuation
- Income Trend
- Sale Timeline
- Price Range
- Total Exit Plan
- Total Score:
- Would you like us to follow up with you?
- Should be Empty: