Business Value Discovery Form (CORE VALUE)

Please answer these questions as best you can to give you the best evaluation of your business. After completing your Personal and Business Profiles, there are a total of 20 multiple choice questions to answer.

Personal Profile

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Business Profile

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Business Objectives

Please answer these questions as honestly as possible.
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Within the next 24 months, will you need access to more capital? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do you have a personal financial plan that dovetails your business and personal objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Market Drivers

Please read the questions carefully and answer them as honestly as you can.
Does your business have a history of consistent growth greater than its competitors, coupled with projected future revenue growth above the market's rate? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Growth refers to a company's top line revenue.
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Does the market support significant growth of your business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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The larger the market (tapped and untapped) the more attractive is because it represents more opportunities. However, being a leader in a smaller niche is also attractive. Even if you have a true competitive advantage, a growth market is almost always favored.
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Does your business have the highest percentage of the available market relative to its competitors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have the highest percentage of the available market relative to its competitors?
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Can your business rely on a portion of future revenue from contractually committed customers? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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A fundamental metric in measuring the value of a business is the degree to which it can generate recurring, profitable revenue from customers. Sticky revenue occurs when buyers are compelled to keep purchasing from a company. Contracts are the best way to guarantee future revenue, but other examples include a long-term lease on a high traffic location, a strong loyalty program that rewards future purchases, etc.
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Are there significant obstacles facing a new entrant into your business' market? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Barriers to entry may include legal, capital, and/or market barriers.
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Does your business have a product/service with unique characteristics that provide a competitive advantage? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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A unique product or service that customers prefer will keep them coming back to you versus someone else, and may allow you to charge more.
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Does your business have a recognizable brand that reinforces the business' presence in the marketplace and supports the company's objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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A strong brand name that resonates with your customers can add significant value to your company.
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Does your business enjoy gross and net margins greater than the industry norm? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Margins are simply a measure of how efficiently you make money. The better your margins, the more valuable your company.
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Does your business have a well-diversified customer base? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Valuable companies have many different customers including long term customers, new customers, and developing customers. You want to avoid putting all your eggs in one basket (or just a few baskets) to minimize risk.
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Operational Drivers

Please read the questions carefully and answer them as honestly as you can.
Can an outsider easily obtain a holistic understanding of your business, including your business' performance, practices, culture, discipline, and mission? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Think about the culture of the company as a whole, versus the personality of any one individual within the company.
Are all of your company's financial matters in order and do you follow best practices? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Effective financial practices should adhere to accounting best practices and federal and state compliance regulations, while remaining in line with your long-term goals and future growth plans. Your objective here is to establish consistency and transparency in financial reporting.
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Does your business have the ability to deliver on the sales promises made to the marketplace and to deliver in a systematic and process-driven manner? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Running a business will always be challenging. Building a solid foundation of smoothly operating practices can make it much easier to scale and maintain.
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Does your business track and use key measures to meet customer expectations at all levels? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Simply put, satisfied customers are loyal customers. They drive repeat business and revenue, both of which are essential to the longevity of your business.
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Does your business have a leadership team/individual in place to realize the business' vision and mission while helping the owner achieve his/her objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Think about who would run the company for an extended period of time if the business owner disappeared for a while (got sick, took a long vacation, etc.) Do you have someone or a team in place who could take over if needed? If your management team is simply an individual, assume your senior management team is just that individual.
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Does your business have the ability to find, develop, and retain quality individuals that enables success in all aspects of your business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Simply said, Human Resources is all about people. It can be sticky, difficult, full of legal land mines, and if not managed properly, can be very costly to an organization. It's worth spending some time here to make sure you're following best practices, you're in compliance with all relevant (and ever changing) laws, and properly managing and nurturing one of your company's most important assets!
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Do you have all legal matters in order, documented, and does your business follow best legal practices? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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There's nothing like legal problems to distract you from your mission. From tax law to human resources, proper legal compliance applies across many facets of your business.
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Does your business understand that innovation is invaluable to creating an ongoing competitive advantage; does it have a proven and systematic way to drive and capture innovation at all levels and encourages innovation in every area of the business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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The one constant in business is change. The more your company encourages and rewards innovation at every level, the more you will be able to stay ahead of changes and continue to prosper.
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Business Value Discovery Form (CORE VALUE)

Business Value Discovery Form (CORE VALUE)

Please answer these questions as best you can to give you the best evaluation of your business. After completing your Personal and Business Profiles, there are a total of 20 multiple choice questions to answer.

Personal Profile

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Business Profile

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Revenue {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Business Objectives

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Within the next 24 months, will you need access to more capital? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do you have a personal financial plan that dovetails your business and personal objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Market Drivers

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Does the market support significant growth of your business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have the highest percentage of the available market relative to its competitors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Can your business rely on a portion of future revenue from contractually committed customers? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are there significant obstacles facing a new entrant into your business' market? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have a product/service with unique characteristics that provide a competitive advantage? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have a recognizable brand that reinforces the business' presence in the marketplace and supports the company's objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business enjoy gross and net margins greater than the industry norm? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have a well-diversified customer base? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Operational Drivers

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Are all of your company's financial matters in order and do you follow best practices? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have the ability to deliver on the sales promises made to the marketplace and to deliver in a systematic and process-driven manner? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business track and use key measures to meet customer expectations at all levels? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have a leadership team/individual in place to realize the business' vision and mission while helping the owner achieve his/her objectives? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business have the ability to find, develop, and retain quality individuals that enables success in all aspects of your business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do you have all legal matters in order, documented, and does your business follow best legal practices? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does your business understand that innovation is invaluable to creating an ongoing competitive advantage; does it have a proven and systematic way to drive and capture innovation at all levels and encourages innovation in every area of the business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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