Assessment section — Exit Readiness

Question 1

Financial Reporting

How would you describe the quality and frequency of financial reporting within the business?

Monthly management accounts, forecasting and external financial oversight

Monthly management accounts

Quarterly reporting

Annual accounts only

Limited or inconsistent reporting

Question 2

Revenue Growth

Average annual revenue growth over the last three years:

Question 3

Profitability

Current EBITDA margin profile:

Question 4

Forecasting & Planning

Does the business maintain formal budgets and forecasts?

Detailed rolling forecasts and KPI reporting

Annual budgets and forecasts

Basic forecasting processes

No formal forecasting