Have you already considered if, how and when you will exit your business?

Yes

No

When are you looking to exit your business

In less than a year

in 1 - 3 years

in 3-5 years

in more than 5 years

Do you have an exit plan in mind?

I don't know my options

I have considered several options but unsure of the best plan

I have a plan but need help to maximise my business value

I'm ready to exit but need support to execute it

What's your current profit level?

Making a loss

Breaking even

Moderate profit

Healthy profit

To what extent are your processes, procedures and company IP documented and shared?

No documented standard operating procedures

Documented but not widely referred to

SOPs are documented, shared and used for training, onboarding and as needed

Do you track and monitor your customer satisfaction levels?

We don't ask for feedback, but we don't get many complaints

We request customer feedback informally but don't track and monitor results

We have a system to request feedback which we analyse, track and use for continuous improvement

What is your current company turnover

£0 - £500,000

£500,000 to £1,000,000

£1,000,000 to £5,000,000

More than £5,000,000

How much does the company depend on you being hands-on in the day-to-day business?

I'm 100% hands-on and involved in day-to-day operations and delivery

I'm not involved in operations or delivery but I am the key decision-maker on most things

I have a fully self-sufficient management team and I'm not involved day-to-day

How consistent is your customer acquisition?

Not consistent. Finding and winning new business is a struggle.

Pretty consistent. We find and win new business consistently but could always do with more.

We have an abundance of new and retained clients, it's not an issue.

Where are most of your new business leads coming from?

We aren't getting any

Word of mouth referrals

Outbound sales activity

Inbound leads from our marketing, sales activity and partnership channels

Do you have sales and marketing people and systems in place with a central customer database (CRM) in regular use?

No people, systems or central CRM

People and systems are in place but they are not working effectively

People and systems in place and doing OK but could be better

Sales and marketing our aligned, our CRM is effectively used and its all good