Transferability Assessment

 

Building an Operationally Ready Business

Beyond the Transaction: The Goal of Stewardship

True business success isn’t just about a successful exit; it’s about creating a “structural health” that allows a legacy to thrive under new leadership. If your business requires your daily presence to function, you don’t own an asset—you own a job. At Growth Concepts, we focus on Operational Readiness to ensure your business is a stable, self-sustaining entity.

The Transferability Assessment: Measuring Structural Health

We evaluate your business across six operational pillars to determine if the model is truly independent of any one person5555:

  1. Brand & Identity: Transitioning from a personality-led business to an independent brand where customers identify with the system, not the person.

  2. Operational Complexity: Moving toward a “Business in a Box” model where comprehensive SOPs (Standard Operating Procedures) allow the team to manage daily workflows without owner intervention.

  3. Revenue Systems: Implementing lead-generation and fulfillment systems that function independently of the owner’s personal involvement.

  4. Human Resources & Talent: Establishing structured hiring and training systems where the company culture is sustained by the team.

  5. Service Standardization: Developing repeatable, high-quality offerings that any trained technician can deliver with excellence.

  6. Asset Security: Ensuring financial health by diversifying revenue so that no single client accounts for more than 10% of total income.

Understanding Your Readiness Rating

Your assessment score (out of 180) reveals the current stability of your business model:

  • 166–180 | Elite (Passive Ownership): The business is a fully “investable asset.” It functions with total independence and is highly attractive for a seamless transition13.

  • 121–165 | High (Structural Stability): The business is well-prepared, though minor dependencies may still exist14.

  • 61–120 | Moderate (Linchpin Risk): Significant “invisible knowledge” remains in the owner’s head. Without documentation, the business faces high risk during a transition15.

  • 0–60 | Low (Owner-Dependent): The business model is not yet transferable. It requires significant restructuring to survive beyond the current owner16.

Bridging the Gap

Following the principles of stewardship, David works to bridge the gap between where your business is today and where it needs to be for a functional future.

  • Documenting Invisible Knowledge: We help you capture the daily intuition and undocumented workflows that keep your business running.

  • Ensuring Sustainability: We assist in refining operations so that the business remains a self-financing, healthy asset for whoever leads it next.

Is your business ready to stand on its own? Download the Business Transferability Assessment and Buyer Perception Statement spreadsheet and take the test for an immediate score of your readiness and the buyer’s perception of readiness in your own privacy. All on a single excel spreadsheet.

Begin Your Operational Readiness Assessment

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Stewardship-driven transitions. Honest dealings. Functional futures.