top of page
Perspective-Reset-logo

Could Your Business Run Without You?

Take our 3-minute Transferability Check to discover how dependent your business is on you and what that could mean for its future.

Seven questions. No financial information required.

If you took a 30-day vacation with zero phone or email access starting tomorrow, what would happen to day-to-day operations?
A) Things would run smoothly; my team handles almost everything.
B) Operations would slow down; several non-critical decisions would pause.
C) Major bottlenecks or costly mistakes would happen within the first week.
Think of your top 3 customers. If you personally retired tomorrow, how tied are those accounts to YOU vs. your company's system?
A) Fully integrated with my team; they rarely deal with me directly.
B) They know my team, but prefer reaching out to me for major decisions.
C) They stay primarily because of their personal relationship with me.
When a manager or senior employee faces an unexpected problem, what is their default instinct?
A) They make the call based on established guidelines and inform me later.
B) They draft a solution, but wait for my final green light before acting.
C) They call or text me immediately to ask what they should do.
Where does the 'master playbook' for your core operations live?
A) Documented in clear, accessible SOPs that any trained employee can follow.
B) Partially documented, but most edge cases live in key staff members' heads.
C) Almost entirely in my head; we operate through daily verbal direction.
How does a prospective customer go from an initial lead to a signed contract in your company?
A) Our sales/marketing process is automated or handled entirely by dedicated staff.
B) My team handles initial interest, but I personally estimate, pitch, or close major deals.
C) I am the primary salesperson; if I stop selling, new deals stop coming in.
If an outside buyer reviewed your financial records tomorrow, how easily could they separate owner perks from actual business performance?
A) Very easily—our books are clean, reviewed, and strictly separated.
B) It would take some work, but a good accountant could clean up our add-backs quickly.
C) It would be messy; a lot of business value is tied up in informal expenses.
Looking forward over the next 1–3 years, what is your primary goal for your role in the business?
A) Complete exit/sale to retire or pursue a new venture.
B) Step back into a lighter advisory role while someone else manages operations.
C) I'm not sure yet—I just know something needs to change.
bottom of page