Owner Centricity Quiz | An Exit Planning Tool for Business Owners

Whether you are beginning to plan your eventual exit from the business or are just seeking greater operational efficiencies, the OCQ provides a valuable overview of the areas and functions most dependent on you. You can use it as a starting point for prioritizing delegation responsibilities, identifying areas where management may be under performing, or in planning your next key hire.

The ExitMap^® Owner Centricity Quiz©

This tool will analyze the dependence of your company on your involvement in operational duties and functions. It is designed to compare your owner centricity with that of other companies in your industry which generate approximately the same amount of revenue and employ the same number of people. We purposely do not include typical CEO functions in the list of operational responsibilities. We assume that you are taking care of the vision and strategy for your company. Please note that all fields are required.

Contact Information:

* First and Last Name:

* Email Address:

* Confirmed Email Address:

* SIC/Industry:

* Annual Revenue:

* Number of Employees:

Advisor Information:

* Advisor's Name:

* Advisor's Email:

       Please indicate your level of responsibility for the following Duties/Functions:

       (a) Principal: In this area of the business, you initiate actions and make decisions largely by yourself.
       (b) Approval: Decisions are usually made by others, but must be approved by you before implementation.
       (c) Delegated: Decisions are made and implemented by others, results are reported to you.
       (d) N/A: You don't have this function in your business.

       You may select only one level per line item.

Duty/Function:

Day-to-Day Departmental Supervision

* Sales Principal Approval Delegated N/A

* Accounting Principal Approval Delegated N/A

* Production Principal Approval Delegated N/A

* Marketing Principal Approval Delegated N/A

* Research and Development Principal Approval Delegated N/A

* Administration Principal Approval Delegated N/A

* Information Technology Principal Approval Delegated N/A

Production

* Quality Control Principal Approval Delegated N/A

* Scheduling Principal Approval Delegated N/A

* Logistics Principal Approval Delegated N/A

* Dispatch and Delivery Principal Approval Delegated N/A

* Policies and Procedures Principal Approval Delegated N/A

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The ExitMap^® Owner Centricity Quiz© (Continued)

Duty/Function:

Human Resources: Hiring (Employee Levels)

* Entry Level Principal Approval Delegated N/A

* Skilled or Technical Principal Approval Delegated N/A

* Supervisors Principal Approval Delegated N/A

* Managers Principal Approval Delegated N/A

* Executives Principal Approval Delegated N/A

* Salespeople Principal Approval Delegated N/A

* Other/Administrative Principal Approval Delegated N/A

Human Resources: Reviews & Discipline

* Entry Level Principal Approval Delegated N/A

* Skilled or Technical Principal Approval Delegated N/A

* Supervisors Principal Approval Delegated N/A

* Managers Principal Approval Delegated N/A

* Executives Principal Approval Delegated N/A

* Salespeople Principal Approval Delegated N/A

* Other/Administrative Principal Approval Delegated N/A

Human Resources: Wages/Raises/Incentives

* Entry Level Principal Approval Delegated N/A

* Skilled or Technical Principal Approval Delegated N/A

* Supervisors Principal Approval Delegated N/A

* Managers Principal Approval Delegated N/A

* Executives Principal Approval Delegated N/A

* Salespeople Principal Approval Delegated N/A

* Other/Administrative Principal Approval Delegated N/A

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The ExitMap^® Owner Centricity Quiz© (Continued)

Duty/Function:

Other Employer Responsibilities

* Training/Certification Principal Approval Delegated N/A

* Benefits Principal Approval Delegated N/A

* Employment Policies Principal Approval Delegated N/A

* Compliance Principal Approval Delegated N/A

* Employment Contracts Principal Approval Delegated N/A

Purchasing

* Inventory/Raw Materials Principal Approval Delegated N/A

* Price Negotiations Principal Approval Delegated N/A

* Vendor Selections Principal Approval Delegated N/A

* Vendor Relations Principal Approval Delegated N/A

* Vendor Contracts Principal Approval Delegated N/A

* Capital Equipment Principal Approval Delegated N/A

* Supplies Principal Approval Delegated N/A

Marketing

* Advertising Principal Approval Delegated N/A

* Printed Collateral Principal Approval Delegated N/A

* Web and Social Media Principal Approval Delegated N/A

* Messaging and Branding Principal Approval Delegated N/A

Sales

* Attracting New Customers Principal Approval Delegated N/A

* Maintaining Key Customers Principal Approval Delegated N/A

* Sales Management Principal Approval Delegated N/A

* Incentives Principal Approval Delegated N/A

* Pricing Principal Approval Delegated N/A

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Duty/Function:

Finance/Accounting

* Bookkeeping Principal Approval Delegated N/A

* Generation of Financial Reports Principal Approval Delegated N/A

* Cash Flow Management Principal Approval Delegated N/A

* Banking Relationships Principal Approval Delegated N/A

* Account Collections Principal Approval Delegated N/A

* Payables Principal Approval Delegated N/A

* Insurance Principal Approval Delegated N/A

* Tax Reporting Principal Approval Delegated N/A

* Liason with Accounting Firm Principal Approval Delegated N/A

* Budgeting Principal Approval Delegated N/A

Physical Plant

* Landlord Duties Principal Approval Delegated N/A

* Maintenance and Repairs Principal Approval Delegated N/A

* Improvements Principal Approval Delegated N/A

* Expansion/Relocation Principal Approval Delegated N/A

Technology

* Specifications Principal Approval Delegated N/A

* Backups Principal Approval Delegated N/A

* Security Principal Approval Delegated N/A

* Maintenance and Upgrades Principal Approval Delegated N/A

* Repairs (Help Desk) Principal Approval Delegated N/A

* Research Principal Approval Delegated N/A

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Thank you for completing The ExitMap^® Owner Centricity Quiz! Your score indicates your company's dependence on your direct participation. Your report will be emailed to you within one business day. It will include a list of all questions along with your answers and your score. You will also find a chart with a breakdown by operational duties which will allow you to see which areas are most dependent on your involvement. We encourage you to review the report in its entirety with your Advisor. Thanks again!