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?
Professional Services
Healthcare
Manufacturing
E-commerce
Software / SaaS
New Choice
Construction / Trades
Marketing / Advertising
Other
Question 3 of 21
How long have you been in business?
Less than 2 years
2-5 years
5-10 years
Over 10 years
Question 4 of 21
How many hours per week do you personally spend managing day-to-day operations in your business?
Less than 5 hours
5–10 hours
11–20 hours
More than 20 hours
Question 5 of 21
If you took a one-month, no-contact vacation tomorrow, what would happen to your business?
Everything would fall apart without me
It would struggle to function, and revenue would take a hit
Some things might slip, but the business would survive
It would keep operating smoothly with no major issues
Question 6 of 21
Which best describes the role of your leadership team?
Fully empowered to run the business without me
Capable but still relies on my input regularly
Only partially built or lacking key roles
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?
We’re working on it
Some processes are documented, but not all
We have well-documented SOPs for all departments
Nothing is really documented yet
Question 8 of 21
What percentage of revenue would continue if you stopped showing up for 30 days?
Less than 50%
50–69%
70–89%
90–100%
Question 9 of 21
How consistent is your company’s cash flow and profitability?
Frequently unprofitable or unpredictable
Breaking even or slightly profitable
Usually profitable, but inconsistent
Strong and predictable monthly profit
Question 10 of 21
How reliant is your business on your personal relationships (clients, vendors, key partners)?
Some key relationships still depend on me
The business runs independently of my personal connections
Many important relationships rely on my involvement
Most relationships are tied directly to me
Question 11 of 21
How involved are you in sales and lead generation?
If I stopped selling, sales would dry up
I’m still closing most deals or bringing in leads
The sales team handles all of it without me
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?
I haven’t thought about it much at all
I’m still figuring out what I want long-term
I have a loose idea but nothing documented
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?
Yes, but it’s outdated
Yes, within the last year
No, but I have a rough idea of value
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)?
Sometimes reviewed, not current
Rarely reviewed or understood
Always up to date and reviewed monthly
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?
It would take serious cleanup and explanation
Most of it’s in place but would take work
Everything is ready to hand over
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)
Mental peace—less stress, anxiety, or burnout
Freedom to pursue new ventures, investments, or passion projects
More quality time with family, friends, and personal interests
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?
Jason's website
An email Jason sent you
One of Jason's social media channels
Jason's Podcast