54
/ 100
Would someone want to buy this business today?
Moderate — Needs Work
📊 Score Breakdown
10 categories, each scored 0-10. Overall score = weighted average. A "buyer-ready" business scores 75+.
Strong (7+)
2
Recurring Revenue, Brand
Moderate (4-6)
5
Tech, Talent, Roles, Processes, Clients
Weak (0-3)
3
Systems, Key Person, IP
Score Trend
+6
vs 6 months ago (was 48)
📋 Category Scores
1. Documented Systems
SOPs, playbooks, automations. Are they current and complete?
3/10
2. Documented Processes
Each stage of both funnels has a written process
5/10
3. Role Documentation
Every role has clear CROs, KPIs, and a job description
5/10
4. Key Person Risk
What breaks if someone leaves? How much is "in someone's head"?
2/10
5. Technology Assets
EVA platform, automations, integrations. Documented and maintainable?
6/10
6. Client Concentration
Revenue distribution across clients. Top 10% revenue risk
5/10
7. Talent Pool Depth
Bench strength, pipeline, replacement readiness
6/10
8. Recurring Revenue Metrics
MRR, churn, LTV, growth rate
8/10
9. Brand Assets
Content library, case studies, testimonials, social following
7/10
10. IP & Differentiation
What's proprietary? What can't be easily replicated?
3/10
⚠️ Key Person Risk Heatmap
If this person left tomorrow, what breaks?
Sales
Operations
Client Rels
Systems
Strategy
James (CEO)
HIGH
MED
CRIT
CRIT
CRIT
Ed (Sales)
CRIT
LOW
HIGH
LOW
LOW
Victor (Sales)
MED
LOW
MED
LOW
LOW
Recruitment Head
LOW
CRIT
MED
HIGH
LOW
Mentorship Head
LOW
HIGH
HIGH
MED
LOW
CS Manager
LOW
MED
CRIT
MED
LOW
🚨 James has 3 CRITICAL dependencies. Strategy, systems knowledge, and key client relationships are concentrated in one person. If you got hit by a bus tomorrow, who runs TradieVA? The honest answer right now: nobody.
Ed is a single point of failure for sales. He carries 42% of revenue. Victor can't match his output. No third salesperson in training.
Ed is a single point of failure for sales. He carries 42% of revenue. Victor can't match his output. No third salesperson in training.
📊 Client Concentration — Revenue Risk
Top 10 Clients by Revenue (Last 12 Months)
Top 3 Client Revenue
30.6%
$146.9K — losing any one is significant
Top 10 Client Revenue
60.4%
$289.9K of $480K total
Target Concentration
<5%
No single client >5% of revenue
✅ Documented Systems Checklist
Client Funnel Systems
Lead capture flow (Meta → AMK)
Documented
Strategy session booking automation
Documented
Sales playbook / objection handling
Partial
Kickoff checklist (written SOP)
Missing
Client onboarding automation map
Missing
Nurture campaign documentation
Missing
Talent Funnel Systems
Job posting templates
Documented
Interview scoring rubric
Documented
Endorsement process
Partial
Talent onboarding checklist
Partial
Mentor assignment criteria
Missing
Talent performance framework
Missing
💻 Technology Asset Inventory
| System | Purpose | Owner | Documented? | Bus Factor | Criticality |
|---|---|---|---|---|---|
| AMK (GoHighLevel) | CRM, pipeline, automations | James / Marketing | Partial | 1 person | Critical |
| EVA Portal | Client/talent platform | James | No | 1 person | Critical |
| Zoom | Video calls | Shared | Yes | Any | High |
| Meta Ads | Ad platform | Marketing | Partial | 2 people | High |
| Kommodo | SOP video recording | CS Team | No | 2 people | Medium |
| Missive | Team inbox | Shared | Yes | Any | Medium |
| Notion | Talent cards, reviews | Mentorship | Partial | 2 people | Medium |
| Xero | Invoicing, revenue | Finance | Yes | 3 people | Critical |
🚨 AMK and EVA Portal — both critical systems — have bus factor of 1 (James). These need documented admin procedures and at least one backup admin trained.
🗺️ Improvement Roadmap — Path to 75+
What's blocking a higher score? (Ranked by impact)
1
Document Key Person Knowledge (James)
Record SOPs for everything in James's head: EVA admin, AMK automations, client relationship notes, strategy decisions. Train backup admins for both systems.
Impact: +8 points (Key Person 2→6, Systems 3→5, Tech 6→8)
2
Build Sales Redundancy (Reduce Ed Dependency)
Train Victor to Ed's level or hire a 3rd salesperson. Document Ed's sales process, objection handling, and follow-up patterns. Create a sales playbook anyone can follow.
Impact: +5 points (Key Person 2→4, Systems 3→4, Roles 5→6)
3
Complete Process Documentation
Write SOPs for every stage of both funnels. Prioritize: kickoff checklist, nurture campaigns, endorsement process, mentor assignment. Use Loom + written docs.
Impact: +4 points (Systems 3→5, Processes 5→7)
4
Reduce Client Concentration
Top 3 clients = 30.6% of revenue. Strategy: grow smaller clients via expansion, diversify acquisition channels, create client success plans for top 10 accounts.
Impact: +3 points (Client Concentration 5→7, over 6-12 months)
5
Formalize IP & Differentiation
Document what makes TradieVA unique: the EVA methodology, the twin-funnel model, mentor-client matching algorithm. Consider trademarking. Write it up as proprietary frameworks.
Impact: +4 points (IP 3→6, Brand 7→8)
📈 If all 5 priorities completed: Score moves from 54 → ~78
Timeline: 6-12 months of focused effort. Priority 1 and 2 are urgent (key person risk). Priority 3-5 can be done progressively. The business becomes "buyer-ready" at 75+.