About the business

These questions set context for how your result is interpreted. They never change your score, and you can change them later.

Roughly how many people work in the business?

Just me2–5 people6–14 people15–49 people50+ people

How is management usually structured?

The owner manages everyone directlyThe owner leads, with team leadsOne layer of managersSeveral management layers

How does the business operate across locations or entities?

One location, one entityMultiple locationsMultiple legal entitiesMultiple locations and entities

About how many critical business systems does the business depend on?

Think of the systems the business would struggle to run without.

0–34–910 or more

Who handles day-to-day administration and IT?

The owner or a single adminAn internal teamAn outside providerA mix of internal and outside

Is anything changing that we should keep in mind?

Optional. Choose any that apply.

I want more time away from day-to-day operationsThe business is growingDelegation is not working wellLeadership transitionOwnership transitionAcquisition or saleRestructuringNew location or entityI want to understand where the business is fragile