Prepared by: Layer8TechGroup · Basis: Questionnaire · 0 documents · 44/44 answered · Vertical: Technology / MSP
No overall score is published for this assessment
The assessment floor withholds a headline score when no domain rests on corroborated evidence. Every answer here is self-reported, so none does. Domain scores are shown because they are useful; a single blended number would carry a confidence this evidence cannot support. Reason recorded by the engine: no_corroborated_domain.
Domain profile
Bar length reflects the score only. Badges sit in their own column, so equal scores draw equal bars whether or not a domain carries one.
| DRDiligence Risk | 5.1 | ||
| OROwner Risk | 4.5 | ||
| CQCustomer Quality | 6.0 | CAPPED AT 6 | |
| OSOperational Scalability | 6.5 | CAPPED AT 6 | |
| FRFinancial Readiness | 6.0 | CAPPED AT 6 | |
| LCLegal & Regulatory Compliance | 6.0 | CAPPED AT 6 | |
| TMTechnology & Systems Maturity | 6.5 | CAPPED AT 6 | |
| HCHuman Capital | 5.3 | CAPPED AT 6 |
What your answers say
Everything in this section is drawn from your responses, not from documents. It is what you reported, organised — not what your records substantiate. Validation is where the two are compared.
Strongest, as reported
- CQCustomer Quality 7.5/10 as reported · moderate exposureWhere the revenue comes from and how reliably it repeats — concentration, contract terms, retention. The distinction that matters here is between a base that renews on paper and one that renews on goodwill — only one of the two is written down anywhere.Strongest here: Revenue Predictability & Recurring Mix, Churn Rate & Retention Metrics
- FRFinancial Readiness 7.2/10 as reported · moderate exposureHow defensible the numbers are: books quality, how add-backs are documented, whether the trend holds up across three years. The line that matters is between an adjustment someone else can verify from your records and one they would have to take on your word.Strongest here: Revenue Recognition & Consistency, Three-Year Financial Trend
- LCLegal & Regulatory Compliance 7.2/10 as reported · moderate exposureYour core compliance posture is sound—licenses are current, litigation history is clean, and employment practices are generally solid. The constraint sits in documentation: licenses haven't been tested for transferability, contract assignment language hasn't been reviewed, IP ownership rests on assumption rather than formal assignment, and employment records have minor gaps. Strengthening this area means closing those documentation gaps so the legal structure of the business is explicit rather than implied.Strongest here: Litigation & Contingent Liability, Business Licenses & Permits
Thinnest, as reported
- OROwner Risk 4.5/10 as reported · high exposureYour business is heavily dependent on your personal relationships and decision-making. You're the primary vCIO on most accounts, you close all new business, and no one is being prepared to step into those roles. While recurring contracts would continue, a buyer or transition would face immediate revenue risk and relationship exposure that sits entirely with you—a dynamic that diligence teams examine closely in transactions.Weakest here: Succession Readiness, Management Team Depth
- DRDiligence Risk 5.1/10 as reported · high exposureYour documentation is fragmented: core financials are over six months old, key contracts exist only as samples rather than complete files, and employment records lack the supporting paperwork behind your roster. Corporate records extend little beyond your formation certificate. Assembling a organised, current, and complete document set—particularly financials within one quarter, full contract coverage, and employment documentation—would substantially reduce the exposure diligence will identify here.Weakest here: Substantiation of Stated Figures, Corporate Records Completeness
- HCHuman Capital 5.8/10 as reported · high exposureYour workforce relies on informal hiring practices and ad hoc training, with some critical functions dependent on single individuals. While retention is solid and compensation is market-rate, the lack of documented processes and succession depth means knowledge and capability remain concentrated rather than embedded in your organization. Formalizing how you recruit, onboard, and develop people—and creating redundancy in key roles—would meaningfully strengthen this area.Weakest here: Recruiting & Training Capability, Bench Depth & Succession Beyond Owner
Your answers and your own notes agree throughout — nothing here needs checking against itself. That silence is worth as much as a flag: it is what makes one, elsewhere, worth reading.
Where to start
- OROwner Risk4.5/10 as reportedStart with: Succession Planning & Knowledge Capture SprintCaptures what you know and who else could do it, so decision authority and the relationships you hold personally stop being undocumented.Pulled down by Succession Readiness, Management Team Depth, Key Person Concentration Beyond Owner
- DRDiligence Risk5.1/10 as reportedStart with: Security Hardening & Data Room PreparationAssembles the diligence document set in advance, and closes the access and records gaps that turn a request list into a scramble.Pulled down by Substantiation of Stated Figures, Corporate Records Completeness, Data Room Organisation & Access
- HCHuman Capital5.8/10 as reportedStart with: Workforce Retention & Bench Depth SprintBuilds the bench and structures retention, so the people who make the business work have a reason to stay through a transition.Pulled down by Recruiting & Training Capability, Bench Depth & Succession Beyond Owner, Workforce Retention & Tenure
- OSOperational Scalability6.8/10 as reportedStart with: Process Documentation & Systems AuditWrites down how the work is actually done, so the process lives somewhere other than in the head of the person currently doing it.Pulled down by Vendor & Supplier Concentration, Financial Controls & Reporting Cadence
- TMTechnology & Systems Maturity7.1/10 as reportedStart with: Technology Infrastructure Audit & Modernization PlanMoves the systems into business ownership, documents what runs where, and addresses the security and technical-debt items that surface during a technical review.Pulled down by Core Systems Documentation & Ownership, Data Integrity & Business Intelligence
Readiness Guidance & Next Steps
Self-reported — not yet evidenced by documents Everything below rests on the answers above. No documents were reviewed, so none of it is verified — it is where to look first, ordered by what you told us.
DRDiligence Risk
High exposureWhere to start: Security Hardening & Data Room Preparation
Assembles the diligence document set in advance, and closes the access and records gaps that turn a request list into a scramble.
OROwner Risk
High exposureWhere to start: Succession Planning & Knowledge Capture Sprint
Captures what you know and who else could do it, so decision authority and the relationships you hold personally stop being undocumented.
CQCustomer Quality
Moderate exposureWhere to start: Contract Audit & CRM Implementation
Puts the customer base on paper — executed agreements with assignment terms, and a system of record so retention is something you can show rather than describe.
OSOperational Scalability
Moderate exposureWhere to start: Process Documentation & Systems Audit
Writes down how the work is actually done, so the process lives somewhere other than in the head of the person currently doing it.
FRFinancial Readiness
Moderate exposureWhere to start: Books Cleanup & Add-Back Schedule
Cleans the books and itemises the add-backs, so your real earnings are a schedule someone can verify rather than a figure they have to take on trust.
LCLegal & Regulatory Compliance
Moderate exposureWhere to start: Legal Compliance Audit & Contract Review
Reviews the agreements and the filings for the terms that block a transfer — change-of-control, IP assignment, employment compliance — while there is time to fix them.
TMTechnology & Systems Maturity
Moderate exposureWhere to start: Technology Infrastructure Audit & Modernization Plan
Moves the systems into business ownership, documents what runs where, and addresses the security and technical-debt items that surface during a technical review.
HCHuman Capital
High exposureWhere to start: Workforce Retention & Bench Depth Sprint
Builds the bench and structures retention, so the people who make the business work have a reason to stay through a transition.
What Validation adds
Validation verifies each of these against your documents, scopes the remediation to what your records actually show, and computes your valuation gap from your real EBITDA — the substantiation and the figures a self-reported assessment cannot produce. Engagement pricing comes out of a scoping conversation, once there is a document set to scope against.
DRDiligence Risk — 5.1/10 · 7 criteria
Of these six things — three years of financials, tax returns, formation documents, your customer contracts, an employee roster, insurance certificates — how many could you put your hands on this week?
About half, and some only as summaries rather than the documents
How old is the most recent version of your key paperwork — financials, insurance certificates, licences?
Several are stale — financials more than two quarters old
When you state your revenue, EBITDA, headcount and customer count, can you point to a document that shows each number?
Most are asserted rather than evidenced
Which corporate records do you hold — formation documents, the operating or shareholder agreement, a current cap table, board or member minutes?
Only a formation certificate
For your material customer, vendor and lease agreements, do you hold signed copies you could retrieve on request?
A representative sample rather than the full set
What employment paperwork exists — offer letters or agreements, a handbook, an org chart, work-eligibility records?
A roster exists but supporting documents are largely absent
If a buyer asked for three years of financials, contracts, and corporate records tomorrow, how long would it take you to produce them?
A month or more, with a lot of digging
OROwner Risk — 4.5/10 · 4 criteria
If you decided to step back permanently, who takes over, and how far has that been prepared?
No plan — I make the decisions and no one is being prepared
If a long-standing employee left tomorrow, how much of what they know is written down somewhere another person could follow?
Core things are written down; a lot still sits with individuals
If you stepped away for 60 days, what would happen?
Revenue would slip and problems would pile up
If your most important employee resigned next month, what happens?
It would hurt badly for months
CQCustomer Quality — 6.0/10 · 4 criteria
How much of your revenue comes from your largest customer?
10–25%
How much of next year's revenue is already under contract or on recurring agreements, rather than needing to be won again?
Roughly half to 70%, mostly annual agreements that renew well
Are your customer and vendor agreements signed, current, and transferable to a new owner?
Mostly signed and current; transferability not checked
Of the customers you had this time last year, how many are still with you — and how do you know?
Around 90–95%, tracked, roughly flat in value
OSOperational Scalability — 6.5/10 · 4 criteria
How much of the day-to-day work is written down?
Some written procedures, applied unevenly
If your volume tripled over two years, what would your current systems do?
Handle it with routine upgrades; architecture is understood
Is there any single supplier, platform or subcontractor you could not replace within a month without hurting customers?
Two or three would be genuinely disruptive and costly to switch
How long after month-end do you have financials you'd act on, and who reviews them?
Quarterly, handled by a bookkeeper
FRFinancial Readiness — 6.0/10 · 4 criteria
How are your books kept?
Accrual, prepared in-house, reviewed annually
When you calculate your real earnings for a buyer — SDE or adjusted EBITDA — what do you add back to reported profit, and could you document each one?
A meaningful amount added back; most are legitimate but only partly documented
When do you record revenue — and has that been the same in each of the last three years?
Consistently, with minor gaps in written policy
Over the last three years, what have revenue and profit done?
Grown around 10-15% a year with stable margins
LCLegal & Regulatory Compliance — 6.0/10 · 5 criteria
Are every licence and permit you operate under current — and do you know whether they survive a change of ownership?
All current; transferability never formally checked
Have your key customer, vendor and lease agreements been read for what happens to them when the business changes hands?
The contracts exist but nobody has checked the assignment language
Where do you stand on employment paperwork — work-eligibility records, written agreements, and how staff and contractors are classified?
Generally compliant with minor documentation gaps
Who legally owns your software, brand, customer data and processes — the business, or a person?
Assumed to be the entity's, but never formally assigned
What disputes, claims or potential liabilities exist that a buyer would want disclosed?
None open, none threatened, and a clean history
TMTechnology & Systems Maturity — 6.5/10 · 5 criteria
If you were unavailable, could someone else get into every system the business depends on?
Mostly, but nothing is documented and some accounts are personal
When did you last review who has access to your systems, and test that your backups restore?
Within the last year or two
If you needed to know your revenue by service line and customer for last quarter, how would you get it?
Assemble it from several systems by hand
Do you have a list of every software subscription the business pays for, with who owns the account and when it renews?
Most of them; minor gaps in secondary tools
Is anything you rely on running on software that is out of date, unsupported, or that you have been putting off replacing?
One or two ageing components with a plan to address them
HCHuman Capital — 5.3/10 · 5 criteria
Of the people working here two years ago, how many are still here — and how long has the average person been with you?
A clear majority; average tenure three to five years
How do you decide what to pay people, and when did you last compare it to what others in your industry pay?
Roughly market rate for most roles; benchmarking is occasional
The last time you hired, how much of it did you personally do — and what did the new person's first month look like?
Job descriptions exist but hiring is informal and training ad hoc
Setting yourself aside — for each key role, is there a second person who could do it?
Some roles still have only one person who can do them
Is anyone paid or given benefits in a way that only works while you own the business — handshake bonuses, personal arrangements, family terms?
No — all compensation is documented and benefits are portable
Automation Maturity Index — 6.6/10 · reported separately, not blended into the assessment
When a customer calls outside business hours, what happens — voicemail, an answering service, or an automated agent that can book work?
After-hours goes to our on-call rotation, not an agent.
Which CRM or job-management system do you use, and is every lead entered into it?
ConnectWise and IT Glue, tickets and onboarding automated end to end.
Can a prospective customer reach you or book time at 9pm on a Sunday without a person being involved?
Portal takes requests overnight.
Are appointment reminders and confirmations sent automatically by text?
Automated ticket updates, not SMS reminders.
Is a review request sent automatically after a completed job, or does someone remember to ask?
We ask at QBRs.
When a quote goes unanswered, does anything follow up automatically?
Automated renewal and QBR sequences out of ConnectWise.
About this assessment
Every score above comes from an answer the owner selected, with no supporting documents submitted or reviewed. 14 of 44 criteria were held to the attestation ceiling of 6: where a criterion's top band asserts something a buyer could ask to see, an answer alone cannot carry it higher.
The remaining criteria score a judgement about capability rather than a claim about an artifact, and are not capped — capping a judgement would understate the business as surely as failing to cap an artifact claim would overstate it.
Verification prompts are raised where a self-reported answer and the owner's own description may not align. They are prompts to check against records, not findings, and not a suggestion that anything was misstated.
What this report captures is what the owner reported. A document-based validation of the same business scores the same 44 criteria against the records themselves. The difference between the two is not a formatting change: every score held at the ceiling above, every verification prompt, and the withheld headline each mark a place where the two could diverge — and a buyer's diligence is where that divergence surfaces if it is not surfaced here first. The distinction that matters is whose timetable it happens on.