Business Readiness Scorecard

How ready is your business to scale — or sell?

Most business owners have a gut feel about where their biggest gaps are. This scorecard gives you an honest, structured view across the five dimensions that determine whether your business is genuinely scalable and saleable — or still built around you.

01
Commercial Engine
02
Team & Leadership
03
Process & Systems
04
Financial Visibility
05
Exit & Scale Readiness

25 questions  ·  Takes about 6 minutes  ·  Instant results

Your answers are private. No right or wrong — honest answers give you the most useful result.

Almost there

Your results are ready — enter your details to see them.

I'll send you a copy of your results with follow-up suggestions based on your biggest gap area. Where should I send it?

Please fill in all required fields correctly.
Please enter your name.
Please enter a valid email address.
Please enter your company name.

Your information is kept private and will only be used to send you your results and relevant follow-up. No spam, no third-party sharing.

Question 0 of 25
0%
1

Commercial Engine

Business development, revenue generation and client relationships

Q1

How much of your new business comes from a systematic BD process versus your personal relationships and reputation alone?

Q2

Do you have a clearly defined and documented sales process that your team can follow without you in the room?

Q3

Can you reliably forecast your revenue three months ahead with reasonable confidence?

Q4

How diversified is your client base? What proportion does your single largest client represent?

Q5

Do you know your cost of customer acquisition, and do you actively measure the return on your BD investment?

2

Team & Leadership

Depth, capability and independence of your people

Q6

Could your business operate effectively for two weeks if you were completely unavailable — without losing a client or a key opportunity?

Q7

Do you have a second-in-command who can make commercial and operational decisions independently?

Q8

How well does your team win and manage client relationships without your direct involvement?

Q9

Do your key people have clearly defined roles, accountabilities and performance expectations in writing?

Q10

How would you rate your team's engagement, retention and overall culture — honestly?

3

Process & Systems

Operational consistency, repeatability and scalability

Q11

Are your core delivery and operational processes documented and consistently followed — or do they depend on who is in the room?

Q12

How long would it take to onboard a new senior hire to full productivity — without it significantly disrupting operations?

Q13

Do you use a CRM or equivalent system to manage your pipeline, client history and BD activity — and does your whole team use it?

Q14

How standardised is your client delivery — could a new team member replicate a quality outcome by following your process?

Q15

Do you have real-time or near real-time visibility into your business performance — jobs, utilisation, margins, staff productivity?

4

Financial Visibility & Health

Clarity, control and confidence in your numbers

Q16

Do you review management accounts monthly, and do you understand the story behind the numbers — not just the totals?

Q17

Do you know your gross margin by client, service line or project — and do you use this to make decisions?

Q18

Do you have a forward-looking budget or financial plan, and do you actively track performance against it?

Q19

How healthy is your working capital position — do you have sufficient reserves to absorb a slow quarter or an unexpected cost?

Q20

Is your revenue recurring or retainer-based in any meaningful proportion — or is it almost entirely project or transactional?

5

Exit & Scale Readiness

How positioned are you to grow, partner or sell

Q21

Have you articulated a clear vision for where this business is going in the next 3–5 years — and does your team understand it?

Q22

Would a potential buyer or investor be able to understand the value, risk and growth potential of your business — without a conversation with you?

Q23

Are your client contracts, IP, agreements and key commercial arrangements properly documented, current and in your name (not yours personally)?

Q24

Is your business valued on earnings or demonstrable enterprise value — or is it effectively a high-paying job that stops when you do?

Q25

Have you ever had an external, independent assessment of your business value — and do you have a sense of what it would be worth today?

Answer all 25 questions to see your results

Your Scorecard Results

/ 100

Your Score by Dimension

▶ Expert Review — Free 15 Minutes

Your score suggests is your biggest bottleneck.

Book a free 15-minute call to discuss the 3 things you can do this quarter to fix it. No pitch, no obligation — just a direct conversation about what would move the needle fastest for your business.

Book My Free 15-Minute Call