Financial Foundation
Question 1 of 15
What industry is your business in?
Select the closest match to your primary business activity.
B
Healthcare / Dental / Medical
C
Professional Services (Law, Accounting, Consulting)
D
Manufacturing / Distribution
G
Food & Beverage / Restaurant
Financial Foundation
Question 2 of 15
What is your approximate annual revenue?
Use your most recent full fiscal year.
D
$1,000,000 – $3,000,000
E
$3,000,000 – $10,000,000
Financial Foundation
Question 3 of 15
What best describes your profit margins?
Profit margin = net profit divided by total revenue.
A
Strong — profit margins above 20%
B
Average — profit margins 10–20%
C
Thin — profit margins below 10%
D
Break-even or loss-making
Financial Foundation
Question 4 of 15
How has your revenue trended over the last 3 years?
Think about year-over-year change in total revenue.
A
Strong growth — 20%+ per year
B
Moderate growth — 5–20% per year
C
Flat — less than 5% change
D
Declining — revenue falling year over year
Operations
Question 5 of 15
Could your business operate normally for 30 days without you?
Be honest — buyers will discover the truth during due diligence.
A
Yes — fully documented systems, strong team in place
B
Mostly — with some disruption but it would function
C
No — key processes depend heavily on me
D
No — I am the business, everything runs through me
Operations
Question 6 of 15
How would you describe your business systems and processes?
Think about SOPs, training materials, and operational documentation.
A
Fully documented — SOPs, playbooks, and training materials exist
B
Partially documented — some processes written down
C
Mostly in people's heads — nothing formally documented
D
No documentation at all
Operations
Question 7 of 15
How would you describe your current revenue model?
Recurring revenue is the most valuable type of revenue to buyers.
A
Primarily recurring — subscriptions, retainers, or long-term contracts
B
Mix of recurring and one-time revenue
C
Primarily project-based or one-time transactions
D
Highly seasonal or unpredictable revenue
Market Position
Question 8 of 15
What percentage of revenue comes from your single largest customer?
Customer concentration is one of the biggest value killers in M&A.
A
Less than 10% — well diversified
B
10–20% — moderate concentration
C
20–40% — significant concentration
D
Over 40% — heavily dependent on one customer
Market Position
Question 9 of 15
How would you describe your competitive advantage?
Think about what makes buyers choose you over competitors.
A
Strong — proprietary product, unique IP, or dominant niche
B
Moderate — clear differentiation, loyal customer base
C
Limited — similar to competitors, competing mainly on price
D
None — commodity business with no clear advantage
Market Position
Question 10 of 15
How would you describe your industry's current growth trajectory?
Buyers pay premiums for businesses in growing markets.
A
High growth — industry expanding rapidly
B
Stable growth — steady, predictable expansion
C
Flat — industry not growing or shrinking significantly
D
Declining — industry facing structural headwinds
Team & Leadership
Question 11 of 15
Do you have a management team capable of running the business without you?
Management depth is a key factor in every acquisition.
A
Yes — strong leadership team fully in place
B
Partially — some managers but gaps exist
C
No — I manage everything directly
D
No — it is just me and entry-level staff
Team & Leadership
Question 12 of 15
What is your employee retention like over the past 2 years?
High turnover signals culture or operational problems to buyers.
A
Excellent — very low turnover, stable long-term team
B
Good — occasional departures but generally stable
C
Fair — noticeable turnover in key roles
D
Poor — high turnover, difficulty retaining staff
Exit Readiness
Question 13 of 15
How would you describe your financial records?
Clean financials dramatically speed up due diligence and increase trust.
A
Clean — audited or CPA-reviewed, up to date and organized
B
Good — accurate books, tax returns filed, mostly organized
C
Fair — books exist but have gaps or inconsistencies
D
Poor — informal records, mixed personal and business finances
Exit Readiness
Question 14 of 15
Are there any unresolved legal, tax, or compliance issues?
Legal problems can delay or collapse deals entirely.
A
None — fully compliant, no outstanding issues
B
Minor — small issues easily resolved before closing
C
Moderate — some issues that need addressing
D
Significant — active disputes, liens, or serious compliance gaps
Exit Readiness
Question 15 of 15
What is your exit timeline?
Understanding your timeline helps us recommend the right next step.
A
Ready now — actively preparing to sell within 12 months
B
Near term — planning to sell in 1–3 years
C
Long term — thinking about it but 3–5 years away
D
No plan — not actively thinking about exit yet
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