Business Self Assessment

Your business reflects years of work, but have you checked how well it’s positioned to grow?


Answer 8 simple questions to see what’s strong, what needs work, and where to focus next.

PLANNING

Do you have a clear and documented growth plan with written goals? *

Having a clear plan shows prospective buyers that your business has direction and potential for growth. It makes your business more valuable because it's easier to see its future success.

LEADERSHIP

Is your leadership team cohesive and effective? *

A business that can operate without the owner is more valuable. It shows that the company is stable and can continue to succeed even after you sell it.

SALES

Are you reaching your target regions or customer base effectively? *

Effective sales to your target market show that your business has a strong position and potential for growth. This makes it more attractive to buyers.

MARKETING

Are you positioned uniquely in the market to stand out from your competitors? *

A unique position in the market makes your business more valuable. It shows that you have something special that customers want and competitors can't easily copy.

PEOPLE

Do you have an effective process for qualifying, hiring and retaining great employees? *

A strong team and good hiring practices make your business more valuable. They show that the business can continue to grow and succeed with good people.

OPERATIONS

Do you have a strong and well-executed operating strategy? *

Efficient operations make your business more valuable. They show that the business can make money consistently and has potential to grow.

FINANCE

Are profit margins strong and sustainable? *

Strong finances make your business more valuable. They show that the business is healthy and has a good future.

LEGAL

Are all contracts and agreements up-to-date, clear, and enforceable? *

Good legal standing makes your business more valuable. It reduces risks for buyers and shows that the business is well-managed.

Business Self Assessment

Your business reflects years of work, but have you checked how well it’s positioned to grow?


Answer 8 simple questions to see what’s strong, what needs work, and where to focus next.

PLANNING

Do you have a clear and documented growth plan with written goals? *

Having a clear plan shows prospective buyers that your business has direction and potential for growth. It makes your business more valuable because it's easier to see its future success.

LEADERSHIP

Is your leadership team cohesive and effective? *

A business that can operate without the owner is more valuable. It shows that the company is stable and can continue to succeed even after you sell it.

SALES

Are you reaching your target regions or customer base effectively? *

Effective sales to your target market show that your business has a strong position and potential for growth. This makes it more attractive to buyers.

MARKETING

Are you positioned uniquely in the market to stand out from your competitors? *

A unique position in the market makes your business more valuable. It shows that you have something special that customers want and competitors can't easily copy.

PEOPLE

Do you have an effective process for qualifying, hiring and retaining great employees? *

A strong team and good hiring practices make your business more valuable. They show that the business can continue to grow and succeed with good people.

OPERATIONS

Do you have a strong and well-executed operating strategy? *

Efficient operations make your business more valuable. They show that the business can make money consistently and has potential to grow.

FINANCE

Are profit margins strong and sustainable? *

Strong finances make your business more valuable. They show that the business is healthy and has a good future.

LEGAL

Are all contracts and agreements up-to-date, clear, and enforceable? *

Good legal standing makes your business more valuable. It reduces risks for buyers and shows that the business is well-managed.

Your Sherpa to a Smarter, Stronger Business Exit.

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