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Business Assessment Tools

At DeRose, we understand the complexities involved in exiting your business venture. Whether you’re contemplating a future sale or simply curious about your company’s value and viability, our Business Assessment Tools can provide valuable insights to guide your decision-making.

These tools, developed by the industry experts at the International Exit Planning Association (IEPA), offer a data-driven approach to assess your business readiness for transition. They go beyond simple valuations to uncover critical areas that directly impact strategies.

Here’s what you’ll gain from DeRose’s Business Assessment Tools:

  • Self-assessment surveys: Take confidential online surveys developed by the International Exit Planning Association (IEPA). These surveys delve into key aspects of your business, providing a snapshot of your current state.
  • Personalized reports: Receive customized reports with actionable insights tailored to your specific situation.
  • Experience guidance: Leverage DeRose’s wealth management expertise to interpret the reports and develop a sound exit strategy.

Ready to take the first step?
Explore the available tools below and gain clarity on your business’s future.

BERI™
Report

BERI™ Report
for clients of Karen DeRose

The Business Exit Readiness Index™ is designed to provide a measurement of, based on your survey answers, your readiness for a business transition.  The twenty (20) survey questions are designed to provide a first step towards achieving a future successful business transfer.

Owner
Dependence Index™

Owner Dependence Index™
for clients of Karen DeRose

The Owner Dependence Index™ provides an overall Owner Dependence composite score, as well as individual scores for eight categories, along with common issues other Business Owners with similar scores have experienced. The objective of the assessment is to evaluate the amount of dependence that your business has on you as an individual.

Growth
Planning Index™

Growth Planning Index™
for clients of Karen DeRose

The Growth Planning Index goes beyond just measuring your business’s growth potential. By taking the survey, you’ll gain insights into your commitment to growing the business and your approach to equity planning. The report categorizes you into one of four owner archetypes with descriptions of how similar owners approach growth planning.

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