Section A (6 questions): Business State Of Affairs

1. My business continues to grow and we have a strategic plan for growth

Section A (6 questions): Business State Of Affairs

2. I am still investing capital and willing to do what it takes to continue growing my business

Section A (6 questions): Business State Of Affairs

3. I have a stable and engaged management team

Section A (6 questions): Business State Of Affairs

4. My business is structured to run without me

Section A (6 questions): Business State Of Affairs

5. All of our financial records and affairs are organized and in order. (Year end, GST, payroll, invoicing, etc.)

Section A (6 questions): Business State Of Affairs

6. I have an extensive business network I can leverage when it comes time to sell my business

Section B (6 questions) : Self Discovery

7. I still enjoy my business and feel passionate about the work I do

Section B (6 questions) : Self Discovery

8. I have a vision for life after I sell my business

Section B (6 questions) : Self Discovery

9. I am feeling pressured to sell my business given some uncontrollable factors  (i.e. Health issues, divorce, death)

Section B (6 questions) : Self Discovery

10. I wish I had more time to be with family, for leisure, or other interests

Section B (6 questions) : Self Discovery

11. I have a particular dream in mind and the sale of my business will facilitate making that dream come true  (i.e. Dream house, another business, vehicle, travel, philanthropy)

Section B (6 questions) : Self Discovery

12. I have achieved my goals and I know it is time to retire

Section C (6 questions) : Life After Business

13. I have discussed the possible sale of my business with family, partners, and/or key staff

Section C (6 questions) : Life After Business

14. I have planned my retirement with my Financial Advisor(s)

Section C (6 questions) : Life After Business

15. I have had sale planning discussions with my Lawyer and / or Accountant

Section C (6 questions) : Life After Business

16. I would consider Seller Financing if this could yield a higher selling price

Section C (6 questions) : Life After Business

17. I have a documented strategy in place to ensure the continuity of my business shall anything happen to me

Section C (6 questions) : Life After Business

18. I have had my business valuated