Value Maximization Questionnaire Survey

More Grow = More Dough
Is your new revenue engine systemized and proven?

Systemize to Optimize
Do you have a complete management team that is using a system like EOS?

1 - No Team or System

2

3 - Progress Made, But Not Substantial

4

5 - Great Team, Disciplined System Use

Promote the Moat
Do you have defined advantages enabling sustainable, higher margins?

1 - Commodity Business & Pricing

2

3 - More Than 1 Business Offering, Slim Margins

4

5 - Great Margins & Value Pricing

Reduce, Boost, Cash Cycle
Do you use financial measurables to assess strategic and working capital investment returns?

1 - What Systems?

2

3 - Systems Available, But Underutilized

4

5 - We Drive to High Return on Investment Capital

Broad In & Out Retains Clout
Are you dependent on few employees, supplier and customers?

1 - Star Employee, High Concentration

2

3 - Cyclical Rotation of Employee Dependency

4

5 - Broad Internally and Externally

Repeat Base, End in 1st Place
Can your customers buy from you repeatedly? Do they?

1 - Every Month's a Clean Slate

2

3 - Minimal Business Offerings Cultivate Retention

4

5 - All Recurring and Repeat

Align the Design
Do you have a strategic succession plan with an understanding of desired transaction type?

1 - It Is What It Is

2

3 - Know It's Happening, Haven't Begun Planning

4

5 - Value Maximization Plan and Many Options

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