Part 1: 💰 Financial Readiness

Are your finances up to date? This includes monthly bookkeeping in software like Xero and all taxes lodged and paid on time for the past 3 years? *

Everything is up to date

I'm a little behind, but can catch up easily

It needs some serious attention

I'm not sure

Progress 1/12

Part 1: 💰 Financial Readiness

Is your business consistently profitable over the last 3 years AFTER owner’s market-rate salary has been accounted for? *

Progress 2/12

Part 1: 💰 Financial Readiness

Do your financials include personal deductible expenses (e.g., cars, travel, family salaries)? *

Only pure business expenses are run through the business

Some personal expenses mixed in but easy to separate

It’s pretty messy with additional assets and/or personal expenses

I'm not sure

Progress 3/12

Part 2: ⚙️ Operational Readiness

Can your business run without you for at least a month? *

Yes

Progress 4/12

Part 2: ⚙️ Operational Readiness

Are your key staff the right people in the right roles to support the business at this stage? *

Yes, my team is well-structured, and everyone is a strong fit

Some roles need upgrading or restructuring as we grow

No, we have gaps, or some staff are not the right fit for where we are now

Progress 5/12

Part 2: ⚙️ Operational Readiness

Are your business processes documented and up to date? *

Yes, we have clear and current documented operating procedures

Some processes are documented

No, most knowledge is transferred informally between staff

Progress 6/12

Part 3: 🚀 Growth Readiness

Do you have predictable, repeat revenue (contracts, retainers, memberships)? *

Yes, strong and reliable with long term customers

We have a small percentage of regular, predictable repeat customers

Mostly one-off sales or adhoc work

Progress 7/12

Part 3: 🚀 Growth Readiness

Do you have a predictable, reliable marketing and sales system that generates leads on demand and converts them into sales? *

Yes, a proven system that works consistently that we can control at any time

No, most new sales come form word of mouth or unpredictable marketing like organic traffic

Progress 8/12

Part 3: 🚀 Growth Readiness

Are there external threats that could impact the future value of your business? (e.g., AI disruption, regulatory changes, new major competitors) *

Yes

Progress 9/12

Part 4: 📈 7 Figure Valuation Readiness

Is your business generating at least $500K in net profit per year? *

It makes $500K+ per year in net profit

It makes over $250K per year in net profit

It makes below $250K per year in net profit

I don't know

Progress 10/12

Part 4: 📈 7 Figure Valuation Readiness

Do you have high-value assets directly related to revenue that will be included in the sale? For example, vehicles for deliveries, specialized equipment, or real estate necessary for operations. *

Yes

Progress 11/12

Part 4: 📈 7 Figure Valuation Readiness

What is the market value of the assets? *

$500K and above

$250K-$500K

Less than $250K

Progress 11/12

Part 4: 📈 7 Figure Valuation Readiness

Is your business carrying debt? *

The business has no debt

Low, manageable debt that aligns with business growth

Some debt, but nothing that would scare off a buyer

High debt or cash flow issues that could impact valuation

I'm not sure

Progress 12/12