Business Assessment Questionnaire

Section 1 of 5
Financial Performance

Evaluate the company's financial health, profitability, and trajectory over the past three years.

Legal or operating name of the target company.
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Your email address — required to receive your full report.
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Most recent fiscal year total revenue.
$
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Earnings before interest, taxes, depreciation, and amortization.
$
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Revenue and EBITDA growth trajectory over the last 3 fiscal years.
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Total asset base (PP&E, equipment, inventory, etc.) relative to annual EBITDA.
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Total funded debt relative to annual EBITDA.
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Free cash flow conversion considering capex requirements.
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How much do you pay yourself and/or key partners as salary & bonus?
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Is the owner compensation (above) already deducted in arriving at your EBITDA figure?
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Business Fundamentals

Assess the quality and durability of the company's revenue streams, customer relationships, and competitive positioning.

The founding year of the business. The Lindy Effect suggests a business that has survived 30+ years is likely to endure — buyers pay more for proven durability.
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Primary business model or industry classification.
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Top 5 customers as a percentage of total revenue.
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Percentage of revenue that is recurring, contracted or repeat.
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Annual customer retention or renewal rate.
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To what extent does your business utilize technology?
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Barriers to entry and sustainable advantages.
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Risk from supplier concentration.
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Management & Operations

Evaluate the depth and quality of the management team, operational systems, and organizational scalability.

Depth of management team and level of owner involvement in daily operations.
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Workforce stability indicator.
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Quality of operational systems, SOPs, and technology.
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Quality and reliability of financial reporting.
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Ability to grow without proportional cost increases.
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Market Position

Assess the company's competitive landscape, industry dynamics, and resilience to economic cycles.

Expected industry growth rate over the next 5 years.
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Company's position relative to competitors.
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Level of competitive pressure in the market.
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Business sensitivity to economic downturns.
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Degree of regulatory risk to the business.
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Exit Factors

Evaluate transition readiness, the seller's rationale, deal flexibility, and post-acquisition growth potential.

How quickly can ownership be fully transferred.
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Reason the business is for sale.
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Willingness to accommodate creative deal structures.
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Identifiable opportunities for post-acquisition value creation.
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How straightforward would it be for a buyer to step in and run this business?
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Do you have a strong system for your Cash Conversion Cycle?
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Do you have a Quick Look Report or "On the Beach Report" that is readily available?
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Do you have a detailed customer list?
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Do you have a detailed strategic plan, marketing plan, or goal-setting process?
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