No Cost. No Obligation.
Business owners preparing for a leadership transition, considering a sell, or planning an eventual exit can utilize this FREE self-assessment tool to evaluate your readiness.
Charles H. Weatherly, MBA, CIA, CFE brings 40 years of business advisory experience to every assessment — completely free of charge.
Understand where your business stands today and what drives — or drains — its value.
Uncover hidden risks that could reduce your business value or derail a future sale.
Walk away with a clear, prioritized list of steps to increase your business value.
Guidance from an MBA, CIA, CFE with four decades of tax, accounting, and advisory experience.
One of many scorecards in The Valuable Business
Instructions: Mark each question with a rating of 1 to 5 — There are a total of 15 questions. At the bottom, you will need to Calculate Your Score. Click on "Email My Results" to [email protected] for your complimentary phone analysis.
15
Total Questions
25
Points Per Section
75
Maximum Score
Rate each statement from 1 (strongly disagree) to 5 (strongly agree). Complete all 3 sections, then email your results to [email protected] for your complimentary phone analysis.
1.I have a clear vision of my life after leaving the business.
2.I am emotionally prepared to hand over control to someone else.
3.My identity is not solely tied to my role as the business owner.
4.I have discussed the transition with family members and key stakeholders.
5.I feel at peace with the idea of stepping back from day-to-day operations.
Answer all 15 questions to see your score.
Fill out the form below and Charles will send your assessment (in PDF format).
Charles H. Weatherly, MBA, CIA, CFE
40 years of tax, accounting, and business advisory experience. Author of The Valuable Business. Helping business owners build stronger, more valuable companies.