The Business Health Checklist
Build a company that gives you freedom (whether you sell it or not)
Can Your Business Run Without You?
- Key processes are documented
- Team can make decisions independently
- Business could operate 30 days without you
Financial Clarity
- Books are accurate and up-to-date
- Profit margins are clear per service/product
- Revenue is predictable (not feast-or-famine)
Client Relationships
- 50%+ clients stay or refer others
- Relationships aren't dependent on you alone
- Clear acquisition and retention process
Team & Leadership
- Clear roles and responsibilities
- At least one person can lead when you're gone
- Onboarding process exists for new hires
Strategic Direction
- Strategic plan exists and is being followed
- Key metrics tracked weekly & monthly
- Growth doesn't require you working more hours
Your Score:
- Under 8: Roll up those sleeves and get to work
- 8-11 checks: Good start, time to tighten the gaps
- 12-15 checks: Healthy and valuable!
Bottom line: Building a healthy business gives you the freedom to keep your well-oiled cash machine or exit any time you choose.