Business Owner Readiness Assessment This short assessment is designed to help business owners better understand how their business operates without them — and where hidden risks or inefficiencies may exist.
There are no right or wrong answers. Your responses are private. Estimated time: 2–3 minutes.
What best describes your role in the business?
Founder or majority owner
Partner with significant ownership
CEO / President with ownership
Executive or manager (no ownership)
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Approximately how much revenue does your business generate each year? (Revenue = total sales before expenses.)
Less than $5 million
$5–10 million
$10–20 million
$20–30 million
More than $30 million
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If you stepped away from the business for 90 days, what would most likely happen? (Stepping away = not involved in day-to-day operations.)
The business would run smoothly
Some issues would come up
Major problems would surface
I’m not sure
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How confident are you that your current business structure fits the size of your business today? (Structure includes people, pay, decisions, and risk.)
Very confident
Somewhat confident
Not very confident
It hasn’t been reviewed in years
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Where do most important decisions still flow through? (Important decisions = hiring, spending, strategy.)
Mostly through me
Small leadership team
A mix of the above
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How dependent is the business on one or two key people? (Key people = individuals whose absence would disrupt operations.)
Not very dependent
Somewhat dependent
Highly dependent
I’m not sure
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Have you ever suspected the business isn’t as efficient as it could be but postponed addressing it?
Yes
No
I’m not sure
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Which of the following feels like the biggest unknown or concern right now?
The business relies too much on me
Paying more taxes than necessary
Too much risk concentrated in one place
Retaining key people
Exit or transition readiness
I’m not sure
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When was the last time someone reviewed the business as a whole? (Holistic = operations, people, finances together.)
Within the last 12 months
1–3 years ago
More than 3 years ago
Never
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Which situation would create the most disruption if it happened unexpectedly?
I couldn’t be involved
A key person left
Major tax/financial change
Unexpected buyer opportunity
I’m not sure
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If risks or inefficiencies were identified, would clarity help your long-term decisions?
Yes
Maybe
No
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Would a short, private conversation be helpful to understand what these results mean? (Not a sales call.)
Yes
Possibly
No
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