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Business Value & Succession Research Study

(Confidential Assessment for Established Business)

According to recent data, 79% of business owners have no written transition plan, yet 75% plan to fund their retirement through their business. (BEI Business Owner Survey 2022)*

Section 1: General Information

Section 2: Business Independence & Recurring Revenue

1. How would your business perform without your daily involvement?

68% of businesses experience a 40%+ drop in productivity during unplanned leadership transitions - Deloitte Succession Study 2023

2. What percentage of your revenue is predictable/recurring?

Companies with 50%+ recurring revenue command 2-3x higher valuations - JP Morgan M&A Report 2023

3. What steps have you taken to increase recurring revenue in the last 12 months?
4. Is your customer base diversified?

Business buyers typically discount valuations by 15-25% when any single customer represents >20% of revenue - Harvard Business Review 2022

5. Does your customer base generate repeat business?

Recurring customers spend 67% more than new customers - Business.com

Section 3: Operational Maturity

1. How formalized are your business processes?

Companies with documented processes sell for 45% higher multiples - Exit Planning Institute 2023

2. Does your management team operate independently?

Businesses with strong management teams are 3x more likely to achieve successful transitions - PwC Private Business Survey 2023

3. If you had to step away from the business tomorrow, how confident are you that it would continue thriving?

Section 4: Personal & Financial Considerations

1. Have you identified what's next for you personally?

74% of owners who sold their business express regrets within one year, primarily due to lack of personal planning - BEI Exit Planning Study 2023

2. What do you need to do to make your next chapter possible?

88% of business owners have >70% of their net worth tied to their business - CNBC Private Business Survey 2023

3. How diversified are your personal assets?

88% of business owners have >70% of their net worth tied to their business - CNBC Private Business Survey 2023

Section 5: Transition Readiness

1. Which elements of succession planning concern you?

Only 30% of family businesses survive into the second generation, largely due to inadequate succession planning - Family Business Institute 2023

2. What challenges prevent you from creating more predictable, recurring revenue?
3. How important is increasing recurring revenue to achieving your long-term goals?
4. If you could improve just one thing about your business to make your next chapter possible, what would it be?
5. What's your ideal transition timeline?

Successful transitions typically require 3-5 years of preparation - Mercer Capital 2023

6. Which outcomes are most important? (Rank 1-3)
7. Other comments or suggestions

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