Let's start with a few details.

So we know who to send your valuation to. 30 seconds.

Now the 9 questions.

All multiple choice. About 3 minutes.

Q1. What industry is your business in?

Home, trade & property services HVAC, plumbing, electrical, roofing, landscaping, cleaning, pest control, contracting, auto, manufacturing, trades Health, wellness & beauty Med-spa, dental, chiropractic, optometry, salon, fitness Pet & veterinary Food, retail & hospitality Restaurants, cafés, retail, e-commerce, hotels, events Professional services Accounting, legal, marketing, consulting, IT/MSP, education, real estate Other

Q2. How long have you been running it?

Under 1 year 1–3 years 3–10 years 10+ years

Q3. What was last year's revenue?

Under $300K $300K – $1M $1M – $3M $3M – $10M $10M+

Q4. How has your revenue changed over the last 3 years?

Declined Stayed flat Grew slowly Grew steadily Grew fast Not sure

Q5. What share of your revenue is recurring (memberships, contracts, subscriptions, scheduled standing work) vs. one-off transactions?

Almost all one-off Mostly one-off Roughly balanced Mostly recurring Almost all recurring Not sure

Q6. How much of your revenue comes from your single biggest customer or account?

Under 5% 5–15% 15–30% 30–50% Over 50% Not sure

Q7. How does your revenue change month to month across a year?

Steady year-round Mild seasonal swings Big seasonal swings Wildly unpredictable Not sure

Q8. How dependent is your customer flow on a platform you don't control? (Yelp, Google, Booksy, DoorDash, Instagram, etc.)

Not at all — most come through channels I own Somewhat — they help but I'd survive without them Heavily — most of my customers come through one or two of these Not sure

Q9. If you stepped away for 4 weeks with no contact, what would break? (check all that apply)

Revenue would stop or drop fast Customers would leave The team can't make decisions without me Operations would grind to a halt Honestly, nothing critical Not sure

One last thing: who decides whether to move forward with a consulting engagement like this?

Me, on my own Me, with a partner A committee or board Not sure yet

✓

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