• Name*
  First NameLast Name
• Email*
  example@example.com
• 1. How Clear is your Financial Plan/Roadmap?*
  No IdeaIt’s on my to-do listI have a clear plan and update it quarterly
• Q1. Score
• 2. When was the last time you updated your business valuation?*
  Prior to 2021Within the last 12 monthsI have a valuation that was completed within the last 90 days
• Q2. Score
• 3. Do you have a buyer avatar? (A profile of what type of buyer you will sell to?)*
  YesNo
• Q3. Score
• 4. Is your business currently self running?*
  YesNoI don’t know
• Q4. Score
• 5. How happy would you be if your business was sold today and you had NOTHING to do?*
  EcstaticMiserableLost
• Q5. Score
• 6. Do you have a clear Tax Exit Plan in place and all documents are ready if your business sold today?*
  NoNot Sure
• Q6. Score
• 7. Do you have a “paychecks for life” plan which activates after you sell your business?*
  YesNo
• Q7. Score
• 8. How many of your friends have recently sold their businesses and say the process was extremely smooth?*
  NoneSomeMany
• Q8. Score
• 9. How do you currently rank the economy?*
  Everything is Awesome!Awful, Sucks, and it Stinks
• Q9. Score
• 10. Do you regularly meet with your board of Exit Advisors?*
  Yes, quarterlyNoDon’t Have Any
• Q10. Score
• Your Overall Score:
• Submit Survey
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