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The Method
Ways We Work
- Value Builder Group
- Private Owner Advisory
Events
For Advisors
- For Financial Advisors
- RockStack Partner Network

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RockStack Readiness Check

Is your company a valuable business asset?

Twelve questions, about five minutes. See where your business is strong, where it still leans on you, and where to focus first.

It's not the RockStack Assessment, but it's low investment and may surprise you.

How clear are you on what you want from the business over the next five years?

I haven't really thought about itI have a general ideaI have clear goals, but I haven't written them down or shared themI have written goals, and my family and key advisors know them

If the business stopped paying you tomorrow, how long could you maintain your lifestyle?

Less than a yearOne to three yearsThree to ten yearsIndefinitely. I'm financially independent outside the business

How much of your net worth is tied up in the business?

Almost all of itMore than three-quartersAbout halfLess than half

In five years, what role do you see yourself playing?

The same role I play todayThe same role, with fewer hoursA defined strategic role, with a team running the day-to-dayWhatever I choose, including none at all

When a significant decision comes up and you're unavailable, what happens?

It waits for meSomeone makes it, but I usually revisit itMy leaders make most of them, with some check-insMy leaders make them confidently, and I rarely overrule them

If a key leader left tomorrow, how ready is someone to step in?

No one is readySomeone could cover temporarilySomeone is ready for some key rolesWe have ready successors for most key roles

What share of revenue comes from your largest customer?

More than 25%15 to 25%5 to 15%Less than 5%

How much of your revenue recurs each year without a new sale?

Very littleSomeAbout halfMost of it, through contracts, subscriptions, or reliable repeat business

How much of how the business runs is written down?

It's mostly in my headSome key processes are documentedMost key processes are documentedBetween our systems and documented processes, an outsider could run the business

How do you track the health of the business?

Mostly by gut and the bank balanceMonthly financials, usually lateTimely monthly financials, plus a few key numbersA scorecard the team keeps current, and timely monthly financials

If you stepped away, would customers still choose the company?

Most buy because of meMany buy because of meSome buy because of meVery few. They buy the company's reputation

Does your company's reputation help you win customers, hire employees, and bring on suppliers?

Our reputation is negative right nowOur reputation is neutralWe get good reviews and strong customer feedbackOur reputation helps us win and keep customers, keeps a solid candidate pipeline, and attracts good suppliers

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The RockStack Readiness Check is an educational self-assessment. It is not a valuation or professional advice.

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