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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!

Click the button below to start.

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Question 1 of 26

Do you own a business?

A

Yes, by myself

B

Yes, with other(s)

Question 2 of 26

What is the name of your business?

Question 3 of 26

Your business website address:

Question 4 of 26

Which method of exiting are you most interested in?

There are three ways to exit your business. Which one are you the MOST interested in as of today? 

(Select all that apply)
A

TOTAL EXIT - Sell the business for an agreeable sum of money and not be involved or hold any ownership moving forward.

B

PARTIAL EXIT - Sell a portion of the business (up to 99%), yet still be required to have some daily duties for an agreed period of time. (This is usually called an "Earn-out").

C

EXIT WITHOUT EXITING - Maintain all or a majority of ownership equity and income but no longer be required to oversee daily operations.

Question 5 of 26

Based on your answer to the previous question, how ready do you think YOUR BUSINESS is for your exit?

On a scale of NOT READY to 100% READY, where do you fall? 

A

Not Ready

B

Somewhat Ready

C

Mostly Ready

D

100% READY

Question 6 of 26

If you could waive a magic wand and exit your business on your perfect timeline, when would you WANT TO BE done with the daily operations of your business?

A

ASAP

B

Within 12-18 months

C

Within 18-36months

D

Longer than 36 months

Question 7 of 26

When did the business begin?

A

Over 10 years ago

B

5-10 years ago

C

2-5 years ago

D

Less than 2 years ago

Question 8 of 26

Who is the FOUNDER of the company?

A

I am the Founder

B

I have a Co-Founder

C

Someone else is the Founder

Question 9 of 26

Is this business a franchise?

A

YES

B

NO

Question 10 of 26

Does your business require YOU to hold a specific degree or certification personally? (i.e., lawyer, doctor, CPA, engineer, etc.)

A

YES

B

NO

Question 11 of 26

How many employees do you have on payroll (both part-time and full-time)?

A

None, it's just me

B

Less than 5

C

Between 5-10

D

More than 10

Question 12 of 26

What was the ANNUAL REVENUE of your business during the most recently completed fiscal year?

[This question is optional, but will help us give you a much better understanding of your exit readiness.] 

A

Under 1,000,000

B

Between 1,000,000 to 2,000,000

C

Between 2,000,000-5,000,000

D

More than 5,000,000

Question 13 of 26

Does your business hold any debt?

A

YES

B

NO

Question 14 of 26

Is your business profitable?

A

YES

B

NO

Question 15 of 26

Who serves as President/CEO or oversees daily operations?

A

That's me

B

A co-owner of the business

C

An employee

Question 16 of 26

If you were unexpectedly hospitalized for one month and had no communication with your staff, what would happen to the daily operations, sales, and profitability of your business while you were away?

A

The business would go bankrupt

B

The business would close until I return

C

The business would stay open, but would not operate at full capacity.

D

The business would stay open and my employees would handle daily operations just fine without me.

Question 17 of 26

Do you have an ATTORNEY or LEGAL TEAM that understands your business needs and answers your calls/emails when you reach out?*

A

YES

B

NO

Question 18 of 26

Do you have an ACCOUNTANT or CPA that understands your business needs and answers your calls/emails when you reach out?

A

YES

B

NO

Question 19 of 26

Do you have a BOOKKEEPER who handles day-to-day accounting, payroll, invoicing, bills, etc..?

A

YES

B

NO

Question 20 of 26

Do you have a BUSINESS COACH or ADVISOR that understands your business needs and meets with you on a regular schedule to discuss business?

A

YES

B

NO

Question 21 of 26

On a scale of 1-10, how much stress do you feel in your life right now? (10 is the highest)

Question 22 of 26

From the options below, what is more important to you?

A

TIME

B

MONEY

Question 23 of 26

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.

Type here...

Question 24 of 26

DISCLAIMER ACKNOWLEDGMENT – I understand that the information collected in this evaluation tool is for the exclusive purpose of generating a general idea of my exit readiness. I understand that this information and the subsequent review call is NOT intended to be a prediction of the exact timeline of my exit, nor will it indicate the success of my exit. Rather it is intended to be a tool that will indicate my preparedness and a pathway forward. The information collected herein will only be used by TRJD Enterprises for the purposes of coaching me towards my exit. This information will not be disclosed to any third parties without my expressed written consent.

A

I understand and agree.

Question 25 of 26

Mobile Phone Number

(So we can text you when the report is ready!)

Question 26 of 26

One more thing.... Do you mind telling me where you first found out about this assessment?

A

Jason's website

B

An email Jason sent you

C

One of Jason's social media channels

D

Jason's Podcast

Confirm and Submit