Business Value Assessment

Gauge Your Business's True Potential

Ten focused questions across financial strength, operations, and enterprise value. See where you stand — and where the next dollar of value is hiding.

3–4 minutes
Strictly confidential
No account required

This assessment is intended for general educational and business-planning purposes. It is not a valuation, accounting opinion, investment recommendation, legal opinion, tax advice, or assurance engagement. Results are based solely on the information submitted and have not been independently verified.

Financial Strength & Cash Flow

The accuracy, timeliness, and depth of your financial reporting, forecasting, and cash-flow infrastructure.

1.Do you receive accurate monthly financial statements—including an income statement, balance sheet, and cash-flow reporting—within 15 business days after month-end?

2.Can you identify which customers, projects, products, or service lines generate your highest and lowest margins?

3.Can you reliably forecast your cash position and borrowing needs for the next 13 weeks?

4.Can you quantify where your company loses margin through rework, overtime, poor scheduling, purchasing, downtime, change-order leakage, scope creep, or inefficient labor utilization?

Operational & Organizational Excellence

How well your organization executes, standardizes, and scales—without excessive dependence on the owner.

5.Are your most important operating processes documented, standardized, and consistently followed across employees, teams, and locations?

6.Could your business operate effectively for 60 days without your daily involvement in routine decisions, approvals, customer issues, or employee management?

7.Do you have capable leaders who could assume greater responsibility as the company grows or if a key executive unexpectedly left?

Technology, AI & Enterprise Value

Your technology and AI readiness, and your preparedness to maximize and realize enterprise value.

8.Has your company systematically identified and automated repetitive administrative work such as data entry, document processing, scheduling, reporting, follow-up, or invoice handling?

9.Do you have a well-supported estimate of what your business may be worth and understand the financial and operational factors that would increase or decrease that value?

10.Is a meaningful portion of your future revenue supported by contracts, recurring services, maintenance relationships, backlog, repeat customers, or other predictable sources?

Contact & Business Information

Your report will be emailed to the address provided below.

Your Objectives

Select up to three goals that matter most to you right now (optional).

Your Goals & Context

Optional — these answers help us understand what's truly at stake for you, not just your business.

Consent

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10 questions remaining.