Business Owner Questionnaire
National Business Growth Exchange – Business Wellness Program
SECTION 1 — BUSINESS SNAPSHOT
Business Name: ________________________________
Industry: ________________________________
Years in Operation: ________________________________
Number of Employees: ________________________________
Annual Revenue (approx.): ________________________________
Owner’s Role Today: ________________________________
SECTION 2 — FINANCIAL CLARITY
Do you have monthly financial statements prepared? ________________________________
Are your books current within the last 60 days? ________________________________
Do you know your true profit margin? ________________________________
Do you have recurring revenue? If yes, what percentage of total revenue? ________________________________
Are there seasonal swings in revenue or cash flow? ________________________________
SECTION 3 — OPERATIONS & SYSTEMS
Do you have documented processes for daily operations? ________________________________
Are key tasks dependent on you personally? ________________________________
Do you have a reliable team you trust? ________________________________
Are there any bottlenecks slowing down production or service delivery? ________________________________
What systems do you currently use (POS, CRM, accounting, scheduling, etc.)? ________________________________
SECTION 4 — CUSTOMERS & MARKET
Who is your ideal customer? ________________________________
What percentage of revenue comes from your top 3 customers? ________________________________
Do you have a customer retention strategy? ________________________________
Are you currently losing customers to competitors? ________________________________
What is your biggest market challenge right now? ________________________________
SECTION 5 — OWNER GOALS & CHALLENGES
What is your #1 goal for the business in the next 12 months? ________________________________
What is your #1 frustration in the business today? ________________________________
If you could fix one thing immediately, what would it be? ________________________________
Are you planning to grow, stabilize, or exit the business? ________________________________
What keeps you up at night about the business? ________________________________
SECTION 6 — VALUE & TRANSFERABILITY
Could the business run without you for 30 days? ________________________________
Do you have a second-in-command? ________________________________
Are your processes repeatable by someone else? ________________________________
Are your financials clean enough for a buyer or investor to review? ________________________________
Do you have a growth story that increases valuation? ________________________________
SECTION 7 — READINESS FOR WELLNESS REPORT
Are you open to a diagnostic review of your business? ________________________________
Would you like a Business Wellness Report showing your condition, weaknesses, opportunities, and valuation path? ________________________________
Best contact email: ________________________________
Best phone number:
Business Owner Questionnaire
National Business Growth Exchange – Business Wellness Program
SECTION 1 — BUSINESS SNAPSHOT
Business Name: ________________________________
Industry: ________________________________
Years in Operation: ________________________________
Number of Employees: ________________________________
Annual Revenue (approx.): ________________________________
Owner’s Role Today: ________________________________
SECTION 2 — FINANCIAL CLARITY
Do you have monthly financial statements prepared? ________________________________
Are your books current within the last 60 days? ________________________________
Do you know your true profit margin? ________________________________
Do you have recurring revenue? If yes, what percentage of total revenue? ________________________________
Are there seasonal swings in revenue or cash flow? ________________________________
SECTION 3 — OPERATIONS & SYSTEMS
Do you have documented processes for daily operations? ________________________________
Are key tasks dependent on you personally? ________________________________
Do you have a reliable team you trust? ________________________________
Are there any bottlenecks slowing down production or service delivery? ________________________________
What systems do you currently use (POS, CRM, accounting, scheduling, etc.)? ________________________________
SECTION 4 — CUSTOMERS & MARKET
Who is your ideal customer? ________________________________
What percentage of revenue comes from your top 3 customers? ________________________________
Do you have a customer retention strategy? ________________________________
Are you currently losing customers to competitors? ________________________________
What is your biggest market challenge right now? ________________________________
SECTION 5 — OWNER GOALS & CHALLENGES
What is your #1 goal for the business in the next 12 months? ________________________________
What is your #1 frustration in the business today? ________________________________
If you could fix one thing immediately, what would it be? ________________________________
Are you planning to grow, stabilize, or exit the business? ________________________________
What keeps you up at night about the business? ________________________________
SECTION 6 — VALUE & TRANSFERABILITY
Could the business run without you for 30 days? ________________________________
Do you have a second-in-command? ________________________________
Are your processes repeatable by someone else? ________________________________
Are your financials clean enough for a buyer or investor to review? ________________________________
Do you have a growth story that increases valuation? ________________________________
SECTION 7 — READINESS FOR WELLNESS REPORT
Are you open to a diagnostic review of your business? ________________________________
Would you like a Business Wellness Report showing your condition, weaknesses, opportunities, and valuation path? ________________________________
Best contact email: ________________________________
Best phone number: