Most owners find out what a buyer or a bank will flag only after they're already at the table — and by then it's expensive to fix. Answer 21 short questions about your practice as it stands today, and see exactly where you're solid and where the gaps are.
Your full breakdown is next — where you're solid, where the gaps are, and what to focus on first.
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Your score across the six areas a buyer, a bank, or a broker will actually check. The lowest bars are where to start.
The same items in this scorecard, laid out as a working document you can act on right away.
Turn this score into a plan. Two days with David Phelps and owners further down this same road — October 16–17 in Southlake, TX.