BizKata Business Freedom Assessment 

Can your business run without you?

Freedom Assessment

Discover how independent and scalable your business really is.

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Takes ~2 minutes · No spam

Owner Dependency

1) My business can run smoothly for a week without me.

2) We have clear SOPs for the core processes.

3) Decisions are pushed down to accountable roles (not me).

4) Clients don’t depend on me personally for outcomes.

5) I could take a 30-day vacation without revenue dropping.

Systems & Data

6) KPIs are tracked weekly with visible scorecards.

7) We have a documented org chart & role scorecards.

8) Cash flow is forecasted; we keep 2+ months of runway.

9) Our CRM is used consistently; pipeline stages are accurate.

10) Our sales process is documented from lead → close.

Revenue & Margin

11) A single product/service drives most margin predictably.

12) We have recurring revenue or reliable pipeline sources.

13) Top 3 customers account for < 30% of revenue (low concentration risk).

14) We track churn/retention and know average LTV per client.

15) Pricing is standardized; gross margins are tracked by offer.

Exit Readiness & Team

16) Financials are clean; month-end closes are timely & accurate.

17) We could hand a buyer a tidy “mini data room” within a week.

18) Key roles have backups/cross-training; no single points of failure.

19) Licenses, compliance, and insurance are current and organized.

20) We have a simple 12-month growth plan with quarterly targets.

Results appear below.

Your Results

Tier

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