Business Self Assessment

How Well is Your Business Really Performing?

Your business is a reflection of your hard work and strategy—but have you stopped to assess how well it’s actually positioned for growth and long-term value?

This 8-question self-assessment helps you take a step back and evaluate:

Where your business is thriving
Where weaknesses might be holding back growth or valuation
What strategic moves could maximize future value

A few minutes today could provide clarity on where you stand and what’s next. Ready to see your results?

PLANNING

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

No written plan or goals

Some goals written down, but no complete plan

Detailed written plan with clear goals and steps

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.

1 of 8

LEADERSHIP

Is your leadership team cohesive and effective? *

Business relies heavily on you for daily operations

Business can run without you for short periods

Business operates smoothly with little to no tactical involvement

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.

2 of 8

SALES

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

Struggling to reach or sell to target customers

Reaching some target customers, but not consistently

Successfully and consistently selling to target customers

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.

3 of 8

MARKETING

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

Business is very similar to competitors

Some unique features, but not strongly different

Clear and strong unique selling points

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.

4 of 8

PEOPLE

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

No clear system for hiring or keeping employees

Some hiring practices, but room for improvement

Well-developed system for hiring and retaining top talent

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.

5 of 8

OPERATIONS

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

Operations are often disorganized or inefficient

Some efficient processes, but room for improvement

Well-organized, efficient operations across the business

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

6 of 8

FINANCE

Are profit margins strong and sustainable? *

Struggling to make enough money to cover costs

Making enough to cover costs, but little extra for growth

Consistently profitable with money for growth

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

7 of 8

LEGAL

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

Many outdated or unclear agreements

Some agreements up-to-date, others need work

All agreements are current, clear and legally sound

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

8 of 8