10 questions. 5 minutes. Find out exactly what a buyer, broker, or bank would see if they looked at your business today.
Your progressQuestion 1 of 10
Owner Dependency
Question 1 of 10
If you disappeared from your business for 30 days, what would happen?
Be honest. This is the first thing a buyer will want to know.
Documentation
Question 2 of 10
How much of how your business operates is actually written down?
Include SOPs, process guides, training materials — anything documented.
Staff & Knowledge
Question 3 of 10
Is there anyone on your team — besides you — whose departure would seriously damage the business?
Think about who carries knowledge, relationships, or skills that exist nowhere else.
Client Relationships
Question 4 of 10
How are your most important client relationships held?
A buyer will want to know whether clients follow the business or the owner.
Financial Clarity
Question 5 of 10
Could you show a buyer clean, accurate financial records for the last three years?
Including profit and loss, revenue trends, and a clear picture of what the business actually earns.
Process & Systems
Question 6 of 10
How consistently does your business deliver its core service or product?
Consistency is what makes a business transferable. A buyer needs to trust the result is repeatable.
Revenue
Question 7 of 10
How concentrated is your revenue?
Buyer risk goes up sharply when a business depends on a small number of clients for most of its income.
Onboarding & Training
Question 8 of 10
If you hired someone new tomorrow, how long would it take to get them productive?
This tells a buyer how dependent the business is on informal knowledge transfer.
Sale Readiness
Question 9 of 10
Have you ever had a conversation with a business broker about what your business is worth?
Most owners are surprised — in both directions — when they first find out.
Timeline
Question 10 of 10
When are you thinking about exiting or stepping back from the business?
There's no wrong answer — this helps us give you the most relevant result.
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