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Business Value Index™

  • BTA’s Business Value Index™ (BVI™) is a quick, management questionnaire to help you learn more about your company's value. Simply review the questions and identify where you land on the BVI™ scale. After you have completed the seven questions, calculate your BVI™ Score to see how your business currently ranks and how you compare to other businesses.
  • To thank you for your time we will make a donation to the Scott Mission*.

    *The Scott Mission is a non-denominational charity organization in Ontario, providing services to poor, homeless and vulnerable people.

  • Business Strategy

    The BVI™ is a review of your business in seven key areas. Please rank each of the seven areas from 1-10, using the questions in each area as a guide as you proceed through the questionnaire. The first area is your Business Strategy:

  • When providing this ranking consider the following questions:

    • Does your company have clear goals?
    • Is the business on track with your 3-5 year goals?
    • Are all customers, employees, investors and suppliers aligned with these goals?
    • Does your strategy accommodate changing market conditions?
    • Do you regularly update your business strategy?
    Question 1 of 7

  • Ownership / Transition Readiness

  • When providing this ranking consider the following questions:

    • Can your team run the business in your absence?
    • Do you have a clear transition plan?
    • Are all owners and managers aligned on the business direction?
    • Are you satisfied with your management team?
    Question 2 of 7

  • Marketing And Sales

  • When providing this ranking consider the following questions:

    • Is your sales and marketing strategy understood by your staff?
    • Is your brand clearly understood?
    • Are you achieving the results your business needs?
    • Are you regularly measuring sales and adjusting strategies?
    • Is enough time being spent on Sales & Marketing?
    • How well does your staff know your customers?
    Question 3 of 7

  • HR and Employee Accountability

  • When providing this ranking consider the following questions:

    • Do employees have clear job descriptions and accountabilities?
    • Are there regular reviews based on understood metrics?
    • Is compensation linked to KPIs (Key Performance Indicators) and metrics?
    • Are you satisfied with the rate of employee turnover?
    Question 4 of 7

  • Operations and Processes

  • When providing this ranking consider the following questions:

    • Are your staff roles clearly defined and understood?
    • Are staff held accountable?
    • Are your operations and processes optimized?
    • Can your business operate with minimal ownership or upper-management involvement?
    • Are your operations and processes documented and reviewed regularly?
    Question 5 of 7

  • Finance and Financial Performance

  • When providing this ranking consider the following questions:

    • Are you as profitable as you want to be?
    • Do you have the timely and usable financial reporting you require?
    • Does your company have sufficient cash flow?
    • Is cash flow trending in a positive direction?
    • Is your business adequately financed?
    Question 6 of 7

  • Future Proofing

  • When providing this ranking consider the following questions:

    • Is your business ready for the future?
    • How well do you and your management understand your business risks?
    • Does your management team understand your competition?
    • Do you have strong business advisors?
    Question 7 of 7

  • Thank you for taking the BVI™. Please complete the form below and we will send you your results.

  • If you don’t immediately receive your BVI results – please check your junk folder to be sure, before advising us.

Business Transition Alliance

We are business owners and advisors that offer consulting services to entrepreneurs. Working hands-on, we help develop and implement effective strategies that increase business value, growth and profitability, to prepare for the future.

Testimonials

“Beyond grateful for your partnership, genius and hard work!”

GWOwner, Services Company

“Can I say one more time how great it is to have you guys in our corner”

NVOwner, Services Company

“You were an important driver of a methodical process that helped us learn more about what our people think and want.”

SOOwner, Marketing Company

“It’s been a pleasure working with you.”

DBOwner, Transportation Company

“Thanks for your patience and guidance in putting us on our new path.”

BHOwner, Manufacturing Company
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