Step
1
of
36
2%
The Control Curve Questionnaire
Name
(Required)
First Name *
Last Name *
Email *
(Required)
Phone *
(Required)
Business Value
I know the number I’d want to get if I were to sell, and I am confident the number is realistic.
Yes
No
Unsure
Business Value
If I do transition out at some point, getting a good price is personal to me. It’s proof of my life’s work and accomplishments.
Yes
No
Unsure
Business Value
I understand the gross-to-net impact of taxation on my take-home nest egg.
Yes
No
Unsure
Business Value
It’s ok if I wind up selling for less as long as I enjoy the ride.
Yes
No
Unsure
Business Value
I have been provided with financial projections to verify how much an exit would need to produce to maintain our lifestyle.
Yes
No
Unsure
Business Value
When I think about the value of my business, I have clarity about the difference between a seller’s perspective and a buyer’s perspective.
Yes
No
Unsure
Business Value
If I wanted to increase the current or future value of my business, I know the steps to take to maximize it from a buyer’s perspective.
Yes
No
Unsure
Business Value
Knowing the value of my business is a priority even if I don’t plan to leave anytime soon.
Yes
No
Unsure
Business Value
If I receive an unsolicited offer, I have the data and numbers at my disposal to evaluate its viability.
Yes
No
Unsure
Business Value
I have a good idea of the value of my business based on word on the street.
Yes
No
Unsure
Business Value
I don’t want to leave money on the table.
Yes
No
Unsure
Business Transition
If I do exit the business at some point, I want to do so without any regrets.
Yes
No
Unsure
Business Transition
I want to be informed about all of the available options for how to transition, not just sale to an external party.
Yes
No
Unsure
Business Transition
I need to be able to develop a custom transition track that feels like me.
Yes
No
Unsure
Business Transition
I want to be the one to decide who gets control over running the business after me.
Yes
No
Unsure
Business Transition
I need to retain control over my choices for if, how or when I transition out of the business.
Yes
No
Unsure
Inner circle relationships
Whatever happens with my business long-term, it’s important that my key people are protected in terms of their career paths.
Yes
No
Unsure
Inner circle relationships
Whatever happens with my business long-term, it’s important that my key people are taken care of financially.
Yes
No
Unsure
Inner circle relationships
I care about the emotional implications that a transition can have on my key people. I want to steward their self-esteem and professional reputations.
Yes
No
Unsure
Inner circle relationships
If I got hit by the proverbial bus, my family and key people would be fine without me.
Yes
No
Unsure
Inner circle relationships
If it was possible to transition the business to my key people, I would want to consider the option.
Yes
No
Unsure
Entrepreneurial clout
I want to have a big finish – to leave with the same finesse I’ve applied to growing my enterprise.
Yes
No
Unsure
Entrepreneurial clout
It’s important that my family sees my transition as successful.
Yes
No
Unsure
Entrepreneurial clout
It’s important that my professional circles and key people see my transition as well-executed.
Yes
No
Unsure
Entrepreneurial clout
If I were to mismanage a transition out of the business, it would be embarrassing.
Yes
No
Unsure
Entrepreneurial clout
Without the business, I wonder about my standing in the community.
Yes
No
Unsure
After-the-business footprint
Given the day to day intensity of running the business, thinking about my business continuity game plan is a low priority.
Yes
No
Unsure
After-the-business footprint
I’m a die-with-my-boots-on entrepreneur. What would I do all day if I didn’t go to work?
Yes
No
Unsure
After-the-business footprint
I have always been drawn to giving back as a form of gratitude for my good fortune.
Yes
No
Unsure
After-the-business footprint
I would like to learn how I can apply my entrepreneurial skillset to something intellectually stimulating outside of the business. Maybe I could have the same amount of fun without all the stress.
Yes
No
Unsure
After-the-business footprint
There’s only so much golf and grandkid time. After about a month of not going to work, I fear extreme boredom.
Yes
No
Unsure
After-the-business footprint
I’ve always enjoyed teaching and mentoring people to do what comes naturally to me. Perhaps I could explore this more explicitly.
Yes
No
Unsure
After-the-business footprint
I would love to have enough excess cash to make philanthropy my second career.
Yes
No
Unsure
After-the-business footprint
It’s tough to picture going from being a business owner to being a retired person. There has to be something in between the two.
Yes
No
Unsure
After-the-business footprint
If I could increase the value of the business, and use that extra wealth to make an impact philanthropically, it would bring me joy.
Yes
No
Unsure