Owner Dependence & Leadership
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Owner Dependence & Leadership
How independently can the business operate without the owner involved in day-to-day decisions?
Owner Dependence & Leadership
How diversified are key customer, referral, and sales relationships beyond the owner personally?
Owner Dependence & Leadership
How effectively has operational responsibility been delegated beyond ownership?
Owner Dependence & Leadership
How resilient would the business be if the owner or another key leader became unavailable unexpectedly?
Owner Dependence & Leadership
How developed is the succession plan for leadership and critical roles?
Financial Quality & Value Visibility
How accurate, timely, and decision-useful are the company’s financial statements?
Financial Quality & Value Visibility
How predictable are revenue, margins, and cash flow from period to period?
Financial Quality & Value Visibility
How well managed are working capital and cash conversion processes?
Financial Quality & Value Visibility
How well does leadership understand the factors that influence the value of the business?
Financial Quality & Value Visibility
How clearly is profitability measured by customer, product, service, project, or business segment?
Revenue Quality & Customer Strength
How diversified is revenue across customers, offerings, and sales channels?
Revenue Quality & Customer Strength
How much of revenue is recurring, repeat, or contractually predictable?
Revenue Quality & Customer Strength
How strong are customer retention, satisfaction, and referral levels?
Revenue Quality & Customer Strength
How repeatable and dependable are marketing and lead generation systems?
Revenue Quality & Customer Strength
How resilient would revenue be if a major customer, supplier, or channel partner were lost?
Operations, Systems & Scalability
How well documented and repeatable are core operating processes?
Operations, Systems & Scalability
How clearly defined are roles, accountability, and decision-making structures across the organization?
Operations, Systems & Scalability
How integrated and scalable are core systems and workflows?
Operations, Systems & Scalability
How differentiated and defensible is the company’s position in the market compared to competitors?
Operations, Systems & Scalability
How scalable are operations without materially increasing complexity, overhead, or owner stress?
Risk, Governance & Value Protection
How organized and current are corporate records, shareholder agreements, contracts, and key legal documents?
Risk, Governance & Value Protection
How strong are internal controls, insurance coverage, and overall risk management practices?
Risk, Governance & Value Protection
How well protected are intellectual property, data, brand, and proprietary know-how?
Risk, Governance & Value Protection
How prepared is the business for lender, investor, buyer, or due diligence review?
Risk, Governance & Value Protection
How well are tax, legal, regulatory, and compliance risks identified and managed?
Exit & Personal Readiness
How clearly defined are the owner’s preferred transition timeline and future exit goals?
Exit & Personal Readiness
How well understood are the likely after-tax proceeds, deal structures, and financial outcomes of a future transaction?
Exit & Personal Readiness
What percentage of the owner’s personal wealth is currently tied to the business?
Exit & Personal Readiness
How dependent is the owner’s lifestyle on business distributions or owner compensation?
Exit & Personal Readiness
How clearly has the owner defined the level of personal wealth needed to transition comfortably from the business?
Exit & Personal Readiness
How clearly has the owner defined what life after the business would look like personally and financially?
Exit & Personal Readiness
How aligned are personal goals, family considerations, and long-term transition plans?
Exit & Personal Readiness