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Exit Readiness Assessment

You're about to find out just how close you are to exiting the daily operations of your business or selling it and moving on to your next big adventure!

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Question 1 of 21

What is the name of your business?

Question 2 of 21

What industry best describes your business?

A

Professional Services

B

Healthcare

C

Manufacturing

D

E-commerce

E

Software / SaaS

F

New Choice

G

Construction / Trades

H

Marketing / Advertising

I

Other

Question 3 of 21

How long have you been in business?

A

Less than 2 years

B

2-5 years

C

5-10 years

D

Over 10 years

Question 4 of 21

How many hours per week do you personally spend managing day-to-day operations in your business?

A

Less than 5 hours

B

5–10 hours

C

11–20 hours

D

More than 20 hours

Question 5 of 21

If you took a one-month, no-contact vacation tomorrow, what would happen to your business?

A

Everything would fall apart without me

B

It would struggle to function, and revenue would take a hit

C

Some things might slip, but the business would survive

D

It would keep operating smoothly with no major issues

Question 6 of 21

Which best describes the role of your leadership team?

A

Fully empowered to run the business without me

B

Capable but still relies on my input regularly

C

Only partially built or lacking key roles

D

I’m still the sole decision-maker on most things

Question 7 of 21

How would you describe the documentation of your systems and processes?

A

We’re working on it

B

Some processes are documented, but not all

C

We have well-documented SOPs for all departments

D

Nothing is really documented yet

Question 8 of 21

What percentage of revenue would continue if you stopped showing up for 30 days?

A

Less than 50%

B

50–69%

C

70–89%

D

90–100%

Question 9 of 21

How consistent is your company’s cash flow and profitability?

A

Frequently unprofitable or unpredictable

B

Breaking even or slightly profitable

C

Usually profitable, but inconsistent

D

Strong and predictable monthly profit

Question 10 of 21

How reliant is your business on your personal relationships (clients, vendors, key partners)?

A

Some key relationships still depend on me

B

The business runs independently of my personal connections

C

Many important relationships rely on my involvement

D

Most relationships are tied directly to me

Question 11 of 21

How involved are you in sales and lead generation?

A

If I stopped selling, sales would dry up

B

I’m still closing most deals or bringing in leads

C

The sales team handles all of it without me

D

I still support sales strategy but don’t handle leads directly

Question 12 of 21

What best describes your long-term vision for the business?

A

I haven’t thought about it much at all

B

I’m still figuring out what I want long-term

C

I have a loose idea but nothing documented

D

I have a documented plan to grow and exit at a target valuation

Question 13 of 21

Has your business received a formal third-party valuation in the last 2 years?

A

Yes, but it’s outdated

B

Yes, within the last year

C

No, but I have a rough idea of value

D

No, and I don’t know what it’s worth

Question 14 of 21

What’s the status of your key financial reports (P&L, balance sheet, cash flow)?

A

Sometimes reviewed, not current

B

Rarely reviewed or understood

C

Always up to date and reviewed monthly

D

Usually updated but not consistently reviewed

Question 15 of 21

If someone offered to buy your business today, how prepared would you be to show them clean documentation, financials, and systems?

A

It would take serious cleanup and explanation

B

Most of it’s in place but would take work

C

Everything is ready to hand over

D

I wouldn’t even know where to start

Question 16 of 21

What would exiting your business make possible for your life that you can’t enjoy today? (select the one that resonates the most)

A

Mental peace—less stress, anxiety, or burnout

B

Freedom to pursue new ventures, investments, or passion projects

C

More quality time with family, friends, and personal interests

D

The satisfaction of knowing I built something valuable and lasting

Question 17 of 21

Take the space here to write down any final thoughts, questions, or perspectives that you think might help Jason and his team review your assessment.

Question 18 of 21

FIRST NAME

Question 19 of 21

LAST NAME

Question 20 of 21

MOBILE # (so we can text your results)

Question 21 of 21

One more thing… Do you mind telling us where you found the link to take this assessment in the first place?

A

Jason's website

B

An email Jason sent you

C

One of Jason's social media channels

D

Jason's Podcast

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