Please answer the 14 questions in this survey to get your business score!
What is your annual revenue?
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Less than $1M
$1M–$5M
$5M–$10M
$10M–$25M
$25M+
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What is your approximate EBITDA margin?
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Less than 10%
10%–20%
20%–30%
More than 30%
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What percentage of your revenue is recurring?
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Less than 20% is recurring
20%–50% is recurring
50%–75% is recurring
More than 75% is recurring
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How concentrated is your revenue among your top customers?
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My top 3 customers make up more than 50% of revenue
My top 3 customers make up 30%–50% of revenue
My top 3 customers make up 15%–30% of revenue
No single customer or group dominates revenue (less than 15%)
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How would you describe your financial reporting?
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I don't have consistent financial reporting
I review basic financials occasionally (P&L)
I review monthly financials with some KPIs
I have a full financial dashboard with forecasting and KPIs
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How strong is your financial visibility and forecasting?
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I don't have clear visibility into performance
I have limited visibility and react to issues
I track key metrics but forecasting is limited
I have strong forecasting and forward planning
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What would happen if you stepped away from the business for 30 days?
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The business would struggle or stop
It would run, but with major disruption
It would run with some minor issues
It would operate smoothly without me
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Who is primarily responsible for driving revenue?
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I personally drive most or all revenue
I drive revenue with limited support
I have a sales team that contributes meaningfully
Revenue is generated through a structured system
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How structured is your sales process?
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There is no defined process
The process exists but is inconsistent
We have a defined and repeatable process
Our sales process is optimized, tracked, and scalable
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How would you describe your operations?
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Most operations are manual and reactive
Some processes are documented but inconsistent
We have documented systems and procedures
Operations are systemized, tracked, and partially automated
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What does your leadership structure look like?
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I am the only decision-maker
I have one key person supporting operations
I have a partial leadership team
I have a full leadership team (operations, finance, sales)
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How would you describe your growth strategy?
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We don't have a clear growth strategy
We have general ideas but no clear plan
We have a defined growth strategy
Our strategy is data-driven and actively executed
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When are you realistically looking to exit your business?
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I'm not thinking about selling
3–5 years
1–3 years
Actively preparing
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Full Name
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Email
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Phone
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