OMEGA1 GROUP | EXIT-READINESS SCORECARD

10 questions. About 4 minutes. Confidential. Not a valuation.

Where does new business come from each month? *

Almost entirely from my personal relationships

Mostly word of mouth; hard to predict

A few steady sources, not really tracked

Several sources, tracked monthly

Multiple measurable channels; we can forecast new business

Who closes most new business? *

If you stepped away from the business for 30 days, what would happen? *

How do billing, collections and day-to-day operations run? *

Frequent problems or backlogs

It works, but only because one or two people hold it together

Mostly fine, with occasional issues

Documented and measured

Documented, measured and reviewed regularly

Which best describes your financial reporting? *

Mainly tax returns

Bookkeeping, with a P&L when we need one

A monthly internal P&L

Monthly P&L and balance sheet, reviewed by a CPA

CPA-reviewed or audited statements, monthly close with KPIs

Is there a #2 who could run the business day to day without you? *

Someone could grow into it

Yes, but they've been in the role for less than 2 years

Yes, in place for 2+ years

A full leadership team runs it day to day

How current are your accreditation, licensing, audits and compliance requirements? *

There are open issues

Behind on several items

Mostly current, with some catch-up needed

Current and reviewed every year

Current, documented, with a clean history

How much of how the business runs is written down (SOPs, checklists, training)? *

Little or none; it's in people's heads

A few documents

Some key processes

Most key processes, kept up to date

All key processes, and we use them to train new staff

Annual revenue (last 12 months) *

How long has the business been operating? *

When would you consider a sale or transition? *

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