First Name *

Last Name *

Phone *

Email *

1. Financial Visibility

How quickly do you receive reliable financial statements — and use them? *

A. I rarely review financials. They’re late or unclear.

B. I receive them, but they’re inconsistent or mainly for compliance.

C. I receive timely statements and review them periodically.

D. I receive accurate financials within 30 days and actively use them to drive decisions.

2. Cash Command

If asked right now, how clearly can you explain your cash position? *

A. I’d need to check with someone.

B. I know roughly what’s in the bank, but not upcoming obligations.

C. I understand current cash and near-term bills

D. I track cash, obligations, and owner draw capacity proactively.

3. Tax Position Awareness

When do you typically learn your corporate tax position? *

A. After year-end when the return is done.

B. Late in the year, often reactively.

C. I get projections before year-end.

D. I review tax projections regularly and plan in advance.

4. Operational Dependence

If you stepped away for 30 days: *

A. Operations would stall or slow significantly.

B. Things would continue, but key decisions would pile up.

C. Core operations would run with some friction.

The business would function smoothly with defined authority and reporting.

5. Process Structure

Where do your core processes live (AR, AP, payroll, approvals)? *

A. Mostly in people’s heads.

B. Some documentation exists but isn’t consistently followed.

C. Key processes are documented and generally followed.

D. Processes are documented, systemized, and regularly reviewed.

6. Banking & Authority Controls

How structured are signing authorities and approvals? *

A. Informal and personality-driven.

B. Some structure, but inconsistent oversight.

C. Defined roles with reasonable controls.

D. Clearly structured authorities with oversight and separation of duties.

7. Revenue Predictability

How far out can you reasonably forecast revenue? *

A. I can’t forecast with confidence.

B. I have a rough sense month-to-month.

C. I can forecast 60–90 days with reasonable accuracy.

D. I have structured forecasting and pipeline visibility beyond 90 days.

8. Owner Role Clarity

How would you describe your current role? *

A. I am the business. It depends on me daily.

B. I handle both leadership and heavy execution.

C. I focus mostly on direction, with occasional operational involvement.

D. My role is strategic leadership. Execution runs without me.

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