This assessment is a combination of best practices  and questions I look at when assessing businesses for transition or growth.

As a business broker, I needed to develop a framework to get to the point and see the opportunities to sell the possibility to potential buyers in addition to putting a price on it. 

I realized I preferred to see businesses grow rather than tearing them apart. So, over the years I have proven this methodology  in businesses across industries  and all stages of maturity. 

The Evalu8 Framework is  based on a cross functional assessment of 8 Business Pillars:

1. Leadership

2. Revenue Streams

3. Operations

4. Team

5. Customer Experience

6. Marketing and Sales

7. Finance

8. Strategic Planning, including Budgets and Forecasting

**This assessment is the tip of the iceberg, but it's enough to get you thinking.  

TAKE UP THE CHALLENGE AND SHARE IT WITH ANOTHER ENTREPRENEUR. 

Start a different conversation.

The questions are a bit odd and you will at first glance not think much, but really think about the answers and go deep into all the aspects that would be included. 

- Admittedly,  people who have completed my program (myself included) still have to think about some of these questions. 

Ask yourself the Tough Questions.

We are offering Free Training on Wednesdays (1pm Atlantic and 9am Pacific)

Learn how to Evalu8 YOUR Business. 

The Masterclass is about 45-minutes, including Q&A. 

After that, please set aside a minimum of 15- 30 minutes to complete, UNINTERRUPTED. Tall order, I know, but it is important not to rush. 

When you click though I've made the 52 point assessment a checklist, because I know that's where our minds go. 

So, as you read each question, you will:

1. Answer Yes, No or Not Applicable. 

2. Identify  the question as a Priority, 1 Being Urgent and 5 , not so much. 

Within each section, before you move on there is a place to add notes, ideas, thoughts about the questions you answered. 

Moving through all 8 Business Pillars in the Framework, once complete look back at the priorities. 

Now. The key is to use this as a starting point. It is just the tip of the iceberg when it comes to a full business assessment, but I have no doubt it will get you thinking. 

 I have had people tell me that they did this in 30 minutes the first time and then came back to it weekly to keep on track. 

There are 52 points... you could even do one questions a week for the next year if you wanted.

Own it! 

Talk about it! 

TAKE UP THE CHALLENGE AND SHARE IT WITH ANOTHER ENTREPRENEUR. 

You will kinda Know What you didn't know... so take it on. 

No seriously, it's important for you and your business that you do something. 

Connect with your peers, leadership team or mentor and talk it through.

What do you want to do in the next 12 months from the Priorities you said were Urgent?

DO NOT GO IT ALONE! Burnout, loneliness and depression are all real issues for entrepreneurs. 

and know that you know you don't know, it too can be overwhelming, in a good way. 

Get some help, find a group to join - even if it's not ours :)

Talk it through and explore your options. 

From here if you want some help

Or you would like to do a complete assessment of your business join our Group Coaching Program, or take the Online Training to build out your own CEO Dashboard. 

You've got this! And we are here to help you along. 

Join us on Wednesday.  1pm Atlantic, 9am Pacific

Plus, I GET IT! 

Ok so, I was the small business owner struggling to get strategic.

Pregnant with my second child, I was terrified I was not going to be able to keep all the plates spinning. I had to double down, and put in the effort to really look at my business. 

After straightening out my policies and procedures in case I need to take time off and the business needed to operate without me, I realized that I could never have done it alone. 

Exiting my business a few years later, I was shocked I had so few options and had limited support to learn more. I made a lot of mistakes. 

And so, in my next chapter as a business broker, I developed a method of evaluating businesses with an eye for growth and opportunities. If I wanted to sell them in the fallout of the recession, I needed to sell the potential. 

Time and time again, I saw other entrepreneurs making BIG mistakes and taking advice from people who I am sure meant well but had no idea. 

And So I have spent that last 10+ years working with entrepreneurs.

*Caveat - I always wanted to teach them in such a way that they could it next time without me. Nothing worse than a great plan on the shelf.

So this assessment and the much deeper dive coaching programs are designed to get entrepreneurs to really think about where they are today and what needs to happen to get them on track with their goals. 

Business is Process and to be honest, it is my hope that  small business owners will take just a few minutes to stop and get a bearing for where they truly are today, before making any of the mistakes I made. 

So it's free, because I believe business is not a secret sauce or magic. It's a baby that never stops crying and we just have to keep on top of feeding it what it needs... lean in. 

Strategy is key. 

BUT, I won't be able to offer it for free forever - So,  Jump in today!