Section 1: Defining Your Exit

Which version of exit best aligns with your vision? *

🔹 Time & Location Freedom: Keep the business, but step away from daily operations while maintaining financial security and legacy.

🔹 Full-Exit: Sell the business entirely for maximum value, avoiding an earn-out where possible.

🔹 Not sure yet.

Do you have a timeline for your version of exit? *

✅ Yes, with clear milestones.

🤔 Somewhat, but not defined.

❌ No, still figuring it out.

What is your top priority right now in making your business exit-ready? *

What has been your biggest obstacle in making that happen? *

Section 2: C - Create Cash

Are all your social media profiles optimized for sales, with active engagement? *

✅ Yes, with a compelling bio and pinned post leading to opt-ins and sales.

🤷 Somewhat.

❌ No.

Have you claimed and optimized your Google My Business profile? *

✅ Yes, fully.

🤷 Somewhat.

❌ No.

Is your NAP (Name, Address, Phone) score high across all search engines? *

✅ Yes, 90%+ consistency across all listings.

🤷 Somewhat, with a few inconsistencies.

❌ No, not optimized.

Do you respond to 100% of inbound inquiries (calls/web) within 5 minutes,

then move to qualify them, and schedule them appropriately 24/7? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you have a documented and marketed Unique Selling Proposition (USP)? *

✅ Yes, clearly defined and positioned in the market.

🤷 Somewhat, but could be improved.

❌ No, I don’t have a strong differentiation.

Are you using top-of-market pricing with a product that supports that pricing? *

✅ Yes, and my product/service justifies the premium price.

🤷 Somewhat, but pricing and positioning could be stronger.

❌ No, I am priced lower than market standards.

Are you known for delivering results? Select all that apply: *

✅ A referral system that automates referrals.

✅ A Net Promoter Score (NPS) system to collect feedback.

✅ A testimonial collection system that is used in marketing.

✅ A review collection & response system.

✅ None of the above.

Section 3: H - Hires & the Hows

Do you have a team? *

Yes

Hires:

Is the founder out of sales? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you have a "Number Two" in place who is learning how to think like you? *

✅ Yes.

🤷 Somewhat.

❌ No.

Have you replaced the founder’s zone of genius in operations? *

✅ Yes.

🤷 Somewhat.

❌ No.

Have you taken a 2+ week vacation with zero business contact? *

✅ Yes, and everything ran smoothly.

✅ Yes, but there were fires to put out when I returned.

❌ No, I haven’t done this yet.

What happens when you return from an extended absence? *

✅ Everything is fine; the team handles operations well.

✅ Minor issues arise, but nothing catastrophic.

❌ Fires everywhere! I get pulled back in immediately.

Do you have a fully developed management team? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you have a documented plan for how the management team or key employees will stay after the sale? *

✅ Yes.

🤔 Unsure.

❌ No.

If a key person leaves the organization now or in the future, how do you or the buyer replace them? *

🔹 Internally cross-trained person.

🔹 Hire within 14 days.

🔹 Owner steps in until someone is eventually trained or hired.

HOWS:

Are your most critical business processes documented in a playbook or SOP, and are they up to date? *

✅ Yes, fully documented and up-to-date.

🤷 Somewhat, but incomplete or outdated.

❌ No.

Section 4: A - Assessment + Optimization, AI, Automation

Do you have a core content, sample, or demo process that attracts ideal clients,

collects contact information, and nurtures them into a conversion event? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you have a system for attracting leads and automating nurture sequences? *

✅ Yes.

🤷 Somewhat.

❌ No.

Are your sales, scheduling, and upsells fully automated? *

✅ Yes to all of that, including monthly recurring revenue.

🤷 Some of that, but no monthly recurring revenue

❌ No.

Have you consistently run an automated database reactivation campaign? *

✅ Yes.

🤷 Somewhat.

❌ No.

Briefly describe how you use AI in your business.

Section 5: N - Numbers

Do you use KPIs reported on a dashboard and act on them daily/weekly? *

✅ Yes, both KPI + dashboard, and take action.

🤷 One or the other, take some action.

❌ No.

Do you receive monthly financials by the 5th and take action by the 7th? *

✅ Yes, both received and acted on.

✅ Receive but don’t always act.

❌ No, I rely on gut instinct.

Do you have a due diligence deal room where all important information about the business and financials are stored? *

✅ Yes, fully organized and ready.

🤷 Somewhat, but missing key elements.

❌ No.

Do you know how to read financials and use them to adjust operations for profitability regularly? *

✅ Yes, I both read and act on them.

🤷 Sorta.

❌ Not really.

Are your business expenses within industry benchmark ratios? *

✅ Yes, regularly reviewed and within industry benchmarks.

🤷 Somewhat, but not consistently reviewed.

❌ No, unsure or exceeding benchmarks.

Do you have a process for optimization where you review data, pick one piece of the system,

and improve it until the data shows measurable progress? *

✅ Yes, my financials are fully audited and reviewed annually.

✅ Yes, with structured, consistent optimization cycles.

🤷 Somewhat, but optimization efforts are sporadic.

❌ No.

Do you use a bookkeeper or CPA, and are your books and expenses clean? *

✅ Yes, I have a CPA/bookkeeper, and my books are clean, accurate, and up to date.

🤷 Somewhat, I have a bookkeeper or CPA, but there are occasional errors or delays in financials.

❌ No, I handle my own bookkeeping, and it is not fully organized.

Do you have audited financials? *

✅ Yes, my financials are fully audited and reviewed annually.

🤷 Somewhat, I have reviewed financials, but they are not formally audited.

❌ No, my financials have not been audited.

Section 6: G - Go Fast, Get Decisive, Get Growth Goals

Do you have a structured plan that addresses your Total Addressable Market (TAM),

with a strategy for conversion and post-sale growth? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you regularly revisit and refine your strategic plan based on market trends and growth opportunities? *

✅ Yes.

🤷 Inconsistently.

❌ No.

Have you identified high-leverage growth opportunities for the next 12–24 months? *

🔹 New products or services.

🔹 New marketing or sales channels.

🔹 Strategic partnerships.

🔹 Geographic or audience expansion.

🔹 Mergers & acquisitions.

Do you have an annual plan that includes the following? *

🔹 Revenue growth and profitability.

🔹 Expanding target market and reach.

🔹 Team development and hiring.

🔹 Systems and automation improvements.

🔹 Exit strategy milestones.

Have you set measurable quarterly goals that align with your long-term strategy? *

✅ Yes.

🤷 Somewhat.

❌ No.

Do you track key business metrics and make fast, data-driven decisions? *

✅ Yes.

🤷 Sometimes.

❌ No.

Section 7: E - Exit Ready

Have you had your business professionally valued in the last 12 months? *

✅ Yes.

✅ Over 12 months ago.

❌ No.

Do you have a tax strategy in place to maximize post-sale proceeds? *

✅ Yes.

🤷 Somewhat.

❌ No.

Have you intentionally reduced founder dependency and removed yourself as the face of the organization? *

✅ Yes.

🤷 Somewhat.

❌ No.

Are your client and vendor contracts structured to be transferable and appealing to buyers? *

✅ Yes, all contracts are buyer-friendly.

🤷 Somewhat, but some adjustments are needed.

❌ No, contracts may pose challenges.

Have you secured all intellectual property (IP), including trademarks, patents, and proprietary processes? *

✅ Yes.

🤷 Somewhat.

❌ No.

Have you conducted a risk assessment to identify and mitigate potential legal, financial, or operational issues? *

🔹 Unknown liens or outstanding debts.

🔹 Environmental liabilities or compliance issues.

🔹 Pending or past lawsuits that could impact valuation.

🔹 Ownership disputes or unclear equity arrangements.

Have you identified businesses that would acquire you if the opportunity arose? *

✅ Yes.

🤷 Somewhat.

❌ No.

Section 8: S - Selling & Self-Image

Do you have a calendar with mapped-out exit timeline actions? *

✅ Yes, with clear milestones and accountability.

🤷 Somewhat, but not consistently followed.

❌ No, no structured action plan.

What aspects of your post-exit vision have you defined? *

✅ Life after the sale.

✅ Experiences for people you love.

✅ A defined post-exit self-image.

✅ Your legacy.

Have you developed a robust self-care routine (faith, family, fun, movement, food, habits, gratitude),

and do you follow it consistently? *

✅ Yes, I have a solid routine and follow it consistently.

🤷 Somewhat, but I’m not consistent.

❌ No, I don’t prioritize it.