Name* First Last Business Name* Email* 1. You have strong business processes, systems and procedures (employee, customer service, social, environmental, security) in place with a well-written strategic plan and could leave your business for weeks at a time and the business would be fine upon your return?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 2. You understand what sets you apart from the rest and periodically perform a SWOT Analysis?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 3. Each team member has written goals and targets and regularly monitors the progress of them?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 4. The product you produce is not a commodity. You are in an industry with high barriers of entry and lower competition, and have a clearly defined “niche” and market well to this special population?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 5. Your company's sales come from a predictable, long-term, recurring revenue stream?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 6. You have a "scalable" business with substantial growth potential and have a marketing strategy in place to achieve the growth?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 7. You have a strong employee base, and your company has protection mechanisms in place (annual compensation reviews, limited trade secret access, incentives, covenants not to compete, retirement plan…) from the departure or performance of one or more of its key employees?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 8. You have a strong management team in place that can run the company without you, and every team member understands each other’s roles and responsibilities. You could leave your business for weeks at a time and the business would run well without you? • You have regularly planned, consistent meetings for all major departments?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 9. Your business is a very profitable cash generating machine with increasing revenue (10%+/year) and profits year over year?* Strongly agree Somewhat Agree Somewhat Disagree Strongly Disagree 10. You have a strong financial recording process in place with "clean" books and records and very little personal expenses are run through the company?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 11. You have raving customers and you track your customer satisfaction level and your customer reviews are outstanding?* Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree 12. You have a diversified customer, employee, and supplier base whereas your not overly dependent (<25%) upon any one of these?* Strongly Agree Somewhat Disagree Somewhat Disagree Strongly Disagree 13. You periodically review and adjust your tax strategies to minimize taxes upon the eventual exit of your business?* Strongly Agree Somewhat Disagree Somewhat Disagree Strongly Disagree 14. Everyone understands why the organization exists, where the company is heading and believes in the collaborative vision (“on the same page”) and understands the company culture and what it stands for?* Strongly Agree Somewhat Disagree Somewhat Disagree Strongly Disagree 15. You have a good coach/mentor/group that you meet with at least quarterly?* Strongly Agree Somewhat Disagree Somewhat Disagree Strongly Disagree 7009253626
