Exit Planning Gaps Assessment

This exercise helps you determine how far you and your business are in the value optimization process. Please spend a few minutes and answer the questions as honestly as you feel. After you have completed all questions, check out your aggregated score at the bottom to see the size of the gap between where you are and where you’d like to be in the exit process. The larger the number, the greater the need to optimize value.

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Guide for scoring:

  • Rating order of Importance   (type number that applies in box): 5=Very Important, 1=Don’t Care
  • Rating order of Achievement (type number that applies in box): 5=Mastered, 1=Haven’t Started
  • Subtract Achievement from Importance numbers and type the numeric answer in the Gap box for each question
  • Proceed to bottom of form and review your scores

Questions

1) Having a transition strategy and plan is important for my future as well as the future of my business.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

2) I have a timeline in place to transition, exit, or sell my business.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

3) I have a written plan for my life after transition/exit that is as fulfilling (or more fulfilling) as my current life as a business owner.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

4) I have an active system to measure and score the value of my Intangible Capital.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

5) I know how much Private Capitals Markets say my business is worth.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

6) I have extracted (or know how to get) the “real number” from the “tax number” of my business.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

7) My business has strong intangible capital across all 5 Cs, not just in a few.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

8) My business runs well without me at the helm.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

9) My business can navigate a third-party due diligence process without lowering value or shifting risk back to me as the owner.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

10) The value of my personal financial assets (excluding business equity) can sustain our lifestyle without the business income.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

11) If we sell business equity, there will be enough after taxes are paid, to secure our lifestyle and our family’s future.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

12) I know my personal Wealth Gap.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

Total Score

Gap from questions 1-3
Gap from questions 4-6
Gap from questions 7-9
Gap from questions 10-12

By completing and submitting this assessment, a financial professional may contact you to review your results.