What Kind of Business Owner Are You?

You may identify with more than one ownership style.

Owner-Operator
I remain actively involved in daily operations.



Serial Entrepreneur
I enjoy building businesses and pursuing new opportunities.



Absentee / Semi-Absentee
Management handles most daily activity.



Family / Legacy Owner
Succession and legacy are important considerations.



Next-Chapter Owner
I enjoy business but may not want to own this company forever.



Investor / Portfolio Owner
I view the business as one component of my overall investments.

How dependent is the business on you?


The business depends heavily on me.



I am involved, but I have capable management.



I am primarily involved in major decisions.



The company largely operates without me.

Where Are You Personally?

Owner readiness and business readiness do not always happen at the same time.

If an attractive offer arrived tomorrow, what would your reaction be?


I am ready to have that conversation.



I would seriously consider it.



The opportunity would have to be exceptional.



I am not ready, but I would want to understand the opportunity.



I am not currently interested in selling.

When do you currently imagine an ownership change?
Select oneWithin 12 months1 to 3 years3 to 5 years5 to 10 yearsNo specific timeline
I do not currently plan to sell

Is Your Business Approaching Its Mark?

Select every statement that reasonably describes the business today.

Revenue is trending upward



Earnings are trending upward



Several years of consistent financial performance



Strong recurring or repeat revenue



Customer concentration is manageable



Management can operate without me



Processes and procedures are documented



Key employees are likely to remain through an ownership change



The company has attractive growth opportunities



Financial reporting is organized and current



Business debt is manageable



We have received unsolicited buyer interest

What Does Hitting the Mark Mean to You?

There is no universal definition of the right selling opportunity.
What matters most to you?

Reach a certain sale price



Achieve a certain amount of after-tax proceeds



Reach a specific revenue or earnings level



Reduce my daily involvement



Build a stronger management team



Pay down business debt



Receive an exceptional strategic offer



See strong buyer demand in my industry



Reach retirement objectives



Identify my next business opportunity



Diversify my personal wealth



Protect employees, customers, or company legacy

In your own words, what would “hitting the mark” look like for you?

What Would Your Next Chapter Look Like?

Selling a company does not necessarily mean ending your business career.
Future activities may depend on transaction terms, negotiated restrictions,
and applicable law.

Retire completely



Work less and regain personal time



Start another company



Acquire another business



Remain active in my industry where appropriate



Enter another industry



Invest in other businesses



Become an advisor or consultant



Spend more time with family or personal interests



I have not figured that out yet

If you sold your business tomorrow, what would you want your next chapter to look like?

What Concerns You Most?

Understanding the concerns behind a future ownership change is just as important as understanding the financial side.

Selling too early



Waiting too long



Leaving money on the table



Missing the right market opportunity



Taxes



Confidentiality



Impact on employees



Finding the right buyer



My identity after ownership



Due diligence



Understanding the sale process



Not knowing what comes next

Where Might You Be Today?

HOLD

Continued ownership remains attractive.
Monitor performance and future opportunities.

BUILD

Strengthen the company and create additional options.

PREPARE

Begin addressing readiness items before an opportunity requires action.

EXPLORE

Business performance and ownership objectives may justify a confidential market conversation.

See My Timing Snapshot

Your Timing Snapshot

Owner Readiness
0%
Business Readiness
0%

Let’s Find Your Mark.

Your results are a starting point, not a recommendation to sell.

A commitment-free, pressure-free, confidential conversation can help us understand your business,
your objectives, and what the right ownership opportunity could look like for you.

Your initial consultation and Broker’s Opinion of Value are complimentary.

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Approximate Annual Revenue
Select rangeUnder $500,000$500,000 – $1 million$1 million – $2.5 million$2.5 million – $5 million$5 million – $10 million$10 million – $25 million$25 million+
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I give Brooks Pointe Corporation permission to contact me regarding this confidential assessment and my business ownership objectives.


Submit My Assessment & Schedule a Confidential Conversation

After submitting your assessment, you will be taken directly to our scheduling calendar.

Submitting this assessment does not create an obligation to sell, list, or engage Brooks Pointe Corporation.