First Name *

Last Name *

Organization *

Email *

Phone *

Website *

Originating Freedom Consultant Code

CATEGORY 1: Financial Performance

Q1: What is your annual revenue? *

<$1M

$1M–$3M

$3M–$10M

$10M–$25M

$25M+

CATEGORY 1: Financial Performance

Q2: What is your approximate annual profit (SDE/EBITDA)?

<$250K

$250K–$750K

$750K–$2M

$2M–$5M

$5M+

CATEGORY 1: Financial Performance

Q3: Do you know your true profit margin (after add-backs)? *

<5%

5–10%

10–20%

20%+

CATEGORY 2: Owner Dependence

Q4: If you disappeared for 3 months, what happens? *

Business stops

Slows significantly

Runs with oversight

Runs independently

CATEGORY 2: Owner Dependence

Q5 Owner involvement in sales/ops *

Owner does everything

Heavy involvement

Shared responsibility

Fully delegated

CATEGORY 3: Systems & Operations

Q6: Do you have documented processes for key operations? *

None

Partial

Mostly documented

Fully documented

CATEGORY 3: Systems & Operations

Q7: Financial reporting quality *

Disorganized

Somewhat accurate

Clean monthlys

Audit-ready

CATEGORY 3: Systems & Operations

Q8: What is your reliance on Key employee(s) *

One person critical

A few key risks

Distributed knowledge

Fully institutionalized

CATEGORY 4: Customer & Revenue Risk

Q9: Largest customer concentration? *

50%

25–50%

<25%

No major concentration

CATEGORY 4: Customer & Revenue Risk

Q10: Revenue type? *

Yes

Sometimes

Rearely

CATEGORY 5: Growth & Market Position

Q11: What best describes your growth? *

Declining

Flat

Moderate growth

Strong growth

CATEGORY 5: Growth & Market Position

Q12: Market Positioning/Differentiation *

Commodity

Some Differentiation

Strong Niche

CATEGORY 6: Exit Readiness

Q13: Do you have an idea of your business' value via a formal valuation done? *

No idea

Rough idea

Informal valuation

Formal valuation

CATEGORY 6: Exit Readiness

Q14: When do you timeline to sell?  *

No plan

3–5 years

1–2 years

Now

CATEGORY 7: Transferability / Intangibles

Q15: Brand independence *

Tied to owner

Partially dependent

Mostly independent

Fully independent

CATEGORY 7: Transferability / Intangibles

Q16: Business attractiveness to buyers *

Moderate

Moderate

Highly attractive