Are You Set for Life—Or Just Set for Work?

The Set for Life Questionnaire is a practical, easy-to-complete tool that gives business owners a snapshot of both their attractiveness score and readiness level—so they can begin planning with confidence.

Whether you're 10 years away or actively thinking about transition, this questionnaire helps you spot gaps and see what buyers, partners, or successors would see.

What You’ll Learn

In just 10–15 minutes, you’ll assess:

• Personal & financial planning readiness
  
• Operational strength and leadership depth
  
• Market position and industry dynamics
  
• Financial and legal risk factors
  
• Your Attractiveness Score—ranked from Poor to “Industry Standard”
  
  

Who It’s For

Business owners who:

• Want to know how “exit-ready” their company really is
  
• Are starting to think about succession, transition, or value-building
  
• Need a low-pressure, no-strings-attached way to evaluate readiness
  
• Value structure and clarity—but hate fluff
  
  

Why It Matters

Your business might look successful on paper—but will a buyer think it’s worth what you think it’s worth?

This scorecard shows you where you stand today, and where to begin if you want to increase business value or prepare for your future—on your terms.