Two self-assessments, built from the same questions I ask on a first call.
Score them honestly and you’ll know which conversation to have with me, or whether you need one at all. No form, no email required. Print them, mark them up, and keep them.
Twenty statements across six dimensions: trust, leadership and accountability, performance and pressure, strategy and alignment, structure and autonomy, and growth. Rate each one, add it up, and see where the friction actually is.
Six places a company can depend on its owner more than a buyer, a lender, or a successor would like: decisions, customers, know-how, the bench, key people, and suppliers. Rate each one against plain-language descriptions and get a dependence band from Low to Severe, plus the usual fixes in the order they pay off.
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Both tools are free for use in your own business. Not for resale or redistribution. © 2026 SGR Advisory.