Managing Partner Data Entry — Part One
National Business Growth Exchange — Internal Diagnostic Worksheet
SECTION A — Owner Answers (From Questionnaire)
Business Name: ________________________________
Industry: ________________________________
Years in Operation: ________________________________
Number of Employees: ________________________________
Annual Revenue (approx.): ________________________________
Owner’s Role Today: ________________________________
Monthly Financial Statements Prepared? ________________________________
Books Current Within 60 Days? ________________________________
True Profit Margin Known? ________________________________
Recurring Revenue %: ________________________________
Seasonal Swings? ________________________________
Documented Processes? ________________________________
Owner Dependency Level: ________________________________
Team Strength: ________________________________
Bottlenecks Observed: ________________________________
Systems Used (POS, CRM, etc.): ________________________________
Ideal Customer: ________________________________
Top 3 Customer Revenue %: ________________________________
Customer Retention Strategy: ________________________________
Competitor Losses? ________________________________
Biggest Market Challenge: ________________________________
SECTION B — Managing Partner Observations
Owner’s Communication Style: ________________________________
Clarity of Financial Understanding: ________________________________
Operational Bottlenecks (MP Observed): ________________________________
Team Reliability: ________________________________
Market Positioning Notes: ________________________________
SECTION C — Early Red Flags (Top Reasons Businesses Fail)
#1 Fear-Based Decision Making: ________________________________
#2 No Documented Processes: ________________________________
#3 Poor Financial Controls: ________________________________
#4 Customer Concentration Risk: ________________________________
#5 No Growth Story: ________________________________
#6 Weak Transferability: ________________________________
#7 Margin Erosion: ________________________________
#8 No Innovation: ________________________________
#9 Owner Burnout: ________________________________
#10 Lack of Strategic Direction: ________________________________
SECTION D — Early Opportunities (Value Builder Indicators)
Recurring Revenue Potential: ________________________________
Margin Improvement Opportunities: ________________________________
Transferability Improvements: ________________________________
Brand Positioning Upgrades: ________________________________
Systems That Could Be Added: ________________________________
Operational Efficiency Gains: ________________________________
New Market Opportunities: ________________________________
SECTION E — Notes for Part Two (Action Plan)
Top 3 Weaknesses to Address: ________________________________
Top 3 Opportunities to Leverage: ________________________________
Recommended First Steps: ________________________________
Additional Notes for Action Plan: ________________________________
SECTION F — Managing Partner Summary
Overall Business Condition (MP Assessment): ________________________________
Owner Readiness Level: ________________________________
Estimated Value Growth Potential: ________________________________
Next Meeting Date: _____________________________