Business Insight Questionnaire

Guide for Completion

Purpose of this Assessment To provide a clinical, IVS 2025 compliant valuation, we must look beyond the balance sheet. This questionnaire is designed to capture the "Intangible Value" of your business—the systems, market positioning, and operational strengths that drive your final multiple.

Instructions:

• Time Commitment: This form typically takes 10–15 minutes to complete.

• Be Objective: Answer based on the current state of the business today, rather than future potential. This ensures the valuation is defensible during buyer due diligence.

• Pillar Scoring: You will be asked to score your business from 1 (High Risk) to 5 (Best Practice) across several key areas. Detailed descriptions are provided for each score to help you choose the most accurate fit.

• The "Why" Matters: At the end of the form, there is a space for "Final Context." Please use this to explain any nuances that a standard score might miss.

Confidentiality: All data submitted through this portal is encrypted and handled in strict accordance with the Non-Disclosure Agreement (NDA) executed at the start of our engagement.