Understanding your business’s intrinsic value is key to growing long-term worth, identifying risks, and uncovering opportunities. Here’s a simple exercise you can use to get a snapshot of where your business stands today.
How to Use This Assessment
- Review each question below.
- Answer Yes, No, or Maybe next to each item.
- Focus first on the No’s, then move to the Maybe’s (which means you need to investigate further).
- Work on no more than three areas at a time.
💡 Hint: Use your network and trusted resources — active business groups often have tools and guidance to help you improve areas marked as No or Maybe.
Key Areas to Evaluate
Growth: Does your company have a history of consistent growth greater than competitors, with projected revenue above market rates?
Market Size: Does the market support significant growth for your business?
Market Share: Does your company hold the largest share of the available market relative to competitors?
Revenue: Can you rely on future revenue from contractually committed customers?
Barriers: Are there significant obstacles for new entrants into your market?
Differentiation: Does your product/service have unique characteristics that provide a competitive advantage?
Brand: Is your company’s brand recognizable and aligned with your objectives?
Margin: Do your gross and net margins exceed industry norms?
Customers: Is your customer base well-diversified?
Company: Can an outsider gain a holistic understanding of your company’s performance, culture, and mission?
Financial: Are all financial matters in order and following best practices?
Marketing: Can your company consistently generate revenue through systematic processes rather than relying on individual effort?
Operations: Can your company deliver on promises to the market in a process-driven manner?
Satisfaction: Do you track key measures to meet customer expectations?
Management: Does your leadership team effectively realize the company’s vision and mission?
HR: Can you find, develop, and retain high-quality talent to support business success?
Legal: Are all legal matters documented and compliant with best practices?
Innovation: Does your company systematically drive and capture innovation at all levels?
Next Steps
This checklist highlights key areas of value and excellence. Incorporate a process of value opportunity growth into your daily business activities.
It’s normal for business owners to struggle to implement this on their own — many fail due to lack of time or discipline. That’s where we can help. We act as your champion, managing the process with you to ensure real progress and sustainable value growth.
What areas of your business do you find hardest to evaluate? Share your thoughts in the comments or connect with us to discuss strategies
