1. It is difficult for competitors to enter our market.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
2. We are well positioned and well regarded in our market.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
3. Our earnings are strong and consistent.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
4. Our information and accounting systems are robust enough for our needs and can provide up to date information.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
5. We have documented operating systems, procedures, job descriptions, and controls.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
6. Our business relationships are transferrable (not dependent on any one person).
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
7. Most of our revenue is recurring.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
8. Customer retention for the last five years is high.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
9. No customers represent more than 10% of revenue.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
10. We are not overly reliant on any one supplier.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
11. We have a current strategic business plan for the Company.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
12. I have a growth strategy that aligns with my exit.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
13. We know our competitive advantage and leverage success from it.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
14. We are making every effort to maximize profits.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
15. I have a team to assist me in my exit planning (including a CPA, attorney, financial advisor, etc.).
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
16. I am aware of my different exit options.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
17. I have a plan for my next phase of my life.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
18. I know how much money I will need in retirement.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
19. I understand the tax implications of selling a business.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
20. I have a good idea of what my business is worth.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
21. We evaluate risks and create action plans to mitigate them.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
22. We have contingency plans in place for unexpected events.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
23. Our assets, including intellectual property, are protected/safeguarded (insurance, security, etc.).
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
24. We have a management system in place that allows the company to function smoothly even when I'm not directly involved.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
25. My employees are skilled, motivated, and well compensated.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
26. With our current employees, we have capacity to take on more customers.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly Agree
If you want to score your company on its ability to exit, please send me a LinkedIn message and I will send you a link to the diagnostic.

