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BizKata Business Freedom Assessment 

Can your business run without you?

Freedom & Exit Readiness Assessment

Answer 21 quick statements to see your Freedom Score, pillar strengths, and next steps.

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Takes ~3 minutes · No spam

Scale: 0 = Strongly Disagree · 4 = Strongly Agree

Owner Independence & Team

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

2) I have clear systems/SOPs my team can follow.

3) Most client relationships do not depend on me personally.

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

5) My team makes operational decisions without my approval.

6) If I took a 30-day vacation, revenue would stay steady.

7) We have clearly defined roles and responsibilities.

8) Our CRM is updated and used consistently.

Systems, Finance & Risk

9) KPIs are tracked weekly and shared with my team.

10) Our financials are current and reconciled each month.

11) Sales and fulfillment follow documented processes.

12) We have at least two months of operating cash reserves.

13) Our margins are healthy and improving.

14) Customer concentration risk is low (no single client > 30%).

15) We have an updated org chart and documented roles.

16) We separate owner salary from business profit.

Exit Readiness & Compliance

17) Our business could be valued based on systems, not just me.

18) The business could operate independently of me for 90 days.

19) We have a leadership team that runs day-to-day operations.

20) Legal, tax, and insurance compliance are all current.

21) We have a clear growth or exit strategy within the next 1–2 years.

Results appear below.

Your Results

Tier

Owner Independence
Systems & Data
Finance & Margin
Exit Readiness

What we’ll do next (high-impact first)

    We’ll implement these for you in a 90-day sprint — you won’t be doing this alone.

    Design My 15-min Freedom Plan

    Quick call. Clear next steps. No pitch.

    SOPsOrg ChartScorecards Cash & MarginData Room