Value Gap Assessment

The Value Gap Assessment is a 20-question diagnostic that evaluates your business across five key dimensions — financial profile, business risk, operational readiness, strategic positioning, and seller situation. Complete the assessment to receive a personalized readiness score and identify the gaps that could impact your valuation.

Your information is used solely to deliver your results and will never be shared or sold.

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URL

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Name*

First Last

Company Name*

Business Email*

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Phone

Financial Profile

How would you describe your revenue?*

Which range best describes your annual revenue?*

Which range best describes your EBITDA / Profit?*

Which range best describes your revenue growth over the last 3 years?*

How capex intensive is your business?*

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Financial Profile weighted average

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Financial Profile Score

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Financial Profile – Progressing

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Financial Profile – Developing

Business Risk

What percentage of your total revenue comes from your top three customers?*

What percentage of your total costs come from your top three suppliers (if applicable)?*

Do you have redundancies or substitutes built into your supply chain (if applicable)?*

Approximately what percentage of your customers do you lose each year?*

How diversified is your revenue across end markets?*

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Business Risk weighted average

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Business Risk Score

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Business Risk – Progressing

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Business Risk – Developing

Operational Readiness

How dependent is your business on you as the owner?*

How strong and developed is your management team?*

How well documented are your operations and processes?*

How clean and organized are your financial records?*

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Operational Readiness weighted average

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Operational Readiness Score

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Operational Readiness – Progressing

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Operational Readiness – Developing

Strategic Positioning

How would you describe your competitive advantage?*

Do you maintain a structured sales database or CRM?*

How sensitive is your business to broader economic conditions?*

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Strategic Positioning weighted average

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Strategic Positioning Score

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Strategic Positioning – Progressing

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Strategic Positioning – Developing

Seller Situation

What is your anticipated exit timeline?*

What are your goals following a transaction?*

Would you be willing to rollover (i.e., re-invest) some of your transaction proceeds into the business?*

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Seller Situation weighted average

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Seller Situation Score

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Seller Situation – Progressing

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Seller Situation – Developing

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Overall Score

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Overall Score – Nearly Ready

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Overall Score – Getting There

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Overall Score – Early Stages

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