Pre-Meeting Questionnaire
Full Name
Email
*
Foundations
Accounting system runs well
1 (No Problem)
2
3
4
5
6 (Major Problem
Internal processes work
1 (No Problem)
2
3
4
5
6 (Major Problem
Timely monthly close
1 (No Problem)
2
3
4
5
6 (Major Problem)
Strong financial reports
1 (No Problem)
2
3
4
5
6 (Major Problem)
Internal policies and procedures in place
1 (No Problem)
2
3
4
5
6 (Major Problem)
HR policies and contracts in place
1 (No Problem)
2
3
4
5
6 (Major Problem)
Coordination with banker
1 (No Problem)
2
3
4
5
6 (Major Problem)
Coordination with CPA
1 (No Problem)
2
3
4
5
6 (Major Problem)
Health
Ongoing operating forecasts and budgets
1 (No Problem)
2
3
4
5
6 (Major Problem)
Understanding operating costs / profit margins
1 (No Problem)
2
3
4
5
6 (Major Problem)
Meaningful weekly metrics and Key Performance Indicators (KPIs)
1 (No Problem)
2
3
4
5
6 (Major Problem)
Strong bank agreement and management of your banking relationship
1 (No Problem)
2
3
4
5
6 (Major Problem)
Forward looking cash flow projects
1 (No Problem)
2
3
4
5
6 (Major Problem)
Cash flow break-even analysis
1 (No Problem)
2
3
4
5
6 (Major Problem)
Timely bank covenant submission
1 (No Problem)
2
3
4
5
6 (Major Problem)
Forecasted bank covenant position
1 (No Problem)
2
3
4
5
6 (Major Problem)
Right people are in the right seat
1 (No Problem)
2
3
4
5
6 (Major Problem)
Growth
Profitability by customer
1 (No Problem)
2
3
4
5
6 (Major Problem)
Profitability by product line
1 (No Problem)
2
3
4
5
6 (Major Problem)
Healthy sales platform
1 (No Problem)
2
3
4
5
6 (Major Problem)
Sales growth strategy with pipeline forecasting
1 (No Problem)
2
3
4
5
6 (Major Problem)
Last 3 years revenue goals met
1 (No Problem)
2
3
4
5
6 (Major Problem)
Current sales department process working
1 (No Problem)
2
3
4
5
6 (Major Problem)
Well documented vision, mission and values
1 (No Problem)
2
3
4
5
6 (Major Problem)
Well documented vision, mission and values (copy)
1 (No Problem)
2
3
4
5
6 (Major Problem)
Mid-longer term cash flow based financial projections
1 (No Problem)
2
3
4
5
6 (Major Problem)
You have defined, written business goals
1 (No Problem)
2
3
4
5
6 (Major Problem)
You have performed a SWOT analysis in the last year
1 (No Problem)
2
3
4
5
6 (Major Problem)
You have a written strategic plan
1 (No Problem)
2
3
4
5
6 (Major Problem)
Value
Defined owner goals, options and path forward
1 (No Problem)
2
3
4
5
6 (Major Problem)
Healthy, growing company with real value
1 (No Problem)
2
3
4
5
6 (Major Problem)
Strong internal management team
1 (No Problem)
2
3
4
5
6 (Major Problem)
Scalable systems
1 (No Problem)
2
3
4
5
6 (Major Problem)
Team of advisors to help achieve goals
1 (No Problem)
2
3
4
5
6 (Major Problem)
Higher business valuation / multiple
1 (No Problem)
2
3
4
5
6 (Major Problem)
Business owner is in control
1 (No Problem)
2
3
4
5
6 (Major Problem)