LEGACY NAVIGATOR™ OWNERSHIP ASSESSMENT

Most people begin with opportunity.

This assessment helps you step back and evaluate whether ownership fits, what type of ownership aligns, and whether you are in a position to move forward.

Full Name

Email *

Phone *

Q1. What is driving your interest in business ownership right now?

Replacing income or changing career direction

Building long-term wealth

I’m still trying to figure that out

Q2. What outcome are you primarily hoping ownership will create?

More flexibility and control

Scalable income and long-term asset building

I’m mainly exploring options right now

Q3. When are you realistically looking to make a move?

Within the next 3 to 6 months

Within the next 6 to 12 months

I do not have a defined timeline yet

Q4. What level of capital are you prepared to invest? (copy)

$150,000 or more

$50,000 to $150,000

Under $50,000

Q5. How would you describe your current financial flexibility?

Strong, with liquidity and reserves

Moderate

Limited

Q6. How open are you to using financing as part of a business purchase?

Open to it

Possibly

Prefer not to

Q7. What level of involvement are you looking for?

Full-time owner-operator involvement

Moderate or semi-involved

Primarily passive ownership

Q8. What does your current availability look like?

Flexible enough to commit

Limited, but adjustable

Very limited right now

Q9. How do you feel about being responsible for day-to-day operations?

Comfortable with it

Depends on the business

Prefer not to be involved that way

Q10. What kind of experience do you have leading teams or managing operations?

Extensive experience

Some experience

Very little or none

Q11. How much exposure have you had to evaluating businesses or franchises?

Serious evaluation experience

Some research and early exploration

Very little or none

Q12. When making major decisions, which approach do you rely on most?

Structured and analytical

Some structure, some intuition

Mostly intuition

Q13. How comfortable are you with uncertainty during a transition period?

Comfortable

Somewhat comfortable

Not very comfortable

Q14. How prepared are you for income variability early on?

Well prepared

Somewhat prepared

Not prepared for that

Q15. What concerns you most about ownership?

Execution and running the business well

Financial risk

Finding the right fit

Q16. How would you describe your tolerance for business risk?

Calculated and disciplined

Moderate

Conservative

Q17. How open are you to structured guidance during the process?

Very open

Somewhat open

Prefer to figure it out on my own

Q18. If needed, how willing are you to delay ownership until your position is stronger?

Willing, if that is the right move

Possibly

I want to move now regardless