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Segment 2: Business Goals

This part of the assessment will assist in better understanding the gap between the value of your business and your desired exit value. 

      PLEASE ANSWER QUESTIONS AS ACCURATELY AS POSSIBLE TO GET THE BEST RESULTS.

Click the button below to start segment 2 of the assessment.

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Question 1 of 14

1. Your Name:

Question 2 of 14

2. Your Current Age:

Question 3 of 14

3. Description Of Business:

Question 4 of 14

4. How many years before you think you would want to sell the business?

Question 5 of 14

5. What do you think the business is currently worth?

Question 6 of 14

6. What do you think your cost basis is for starting the business?

Question 7 of 14

7. Have you had a formal valuation completed in the last 3 years?

A

Yes

B

No

Question 8 of 14

8. How do yo think you would you like to sell your business?

(Select all that apply)
A

Strategic Buyer

B

Employees (ESOP)

C

Management Buyout

D

Private Equity

E

"Lifestyle Exit" (find someone to run the business and collect dividends.)

Question 9 of 14

9. Has your business revenue been impacted by COVID-19?

A

Yes

B

No

Question 10 of 14

10. What are your goals around revenues of the business when you decide to sell?

Question 11 of 14

11. What is the current profit margin?

Question 12 of 14

12.What is the desired profit margin of the business when you decide to sell?

Question 13 of 14

13. What is the desired multiple of EBITDA you want to sell at?

A

4X

B

5X

C

6X

D

7X

E

8X

F

9X or Above

Question 14 of 14

14. Are there any areas of your business that you are currently concerned about  or looking for guidance?

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