Acknowledgement

The Business Structure Self-Assessment is designed to help you take an honest look at how your business currently operates. It is provided for educational and consulting purposes and is intended to support clarity and practical improvement across five key areas of your business.

This self-assessment does not provide legal, financial, tax, accounting, or regulatory advice. Your results are based solely on the information you provide and are meant to guide your own planning and next steps.

When specific legal, financial, or regulatory guidance is needed, consult a licensed professional in that area.

By proceeding, you confirm that you understand the purpose of this self-assessment and that the accuracy of your results depends on honest, complete responses.

I acknowledge and agree to proceed.*

Yes

About Your Business

First Name*

Last Name*

Your primary leadership role in the business*

Example: Owner, Founder, CEO, Operations Manager

Business Name*

Business Address*

Enter street address and unit number if applicable. City, state, and ZIP code will be entered in the next sections.

City*

State*

Zip Code*

Email*

Phone Number*

Website

Business Type*

List the core services your business actively delivers to clients. Be specific and include only services that are currently offered and generating or intended to generate revenue.*

Years in Operation*

Number of Team Members (Including the Owner)*

Count all individuals with defined roles in the business, including employees and independent contractors.

Do you currently have any written policies or procedures in place?*

Do you currently use any software or system to track tasks or projects?*

Do you currently use accounting software to manage finances?*

The Business Structure Self-Assessment

Get a clear picture of your business across five key areas

Introduction

The Business Structure Self-Assessment was created to help small business owners, solopreneurs, freelancers, and independent contractors take an honest look at how their business operates.

It focuses on five key areas that affect how work gets done every day:

Organizational Records
Financial Management
Service Structure
Team Infrastructure
People Engagement

Use this self-assessment to identify where your systems are working and where they need attention.

How to Complete This Self-Assessment

Each statement must be answered with either Yes or No.

Select Yes only if the process is written down and consistently used in your daily operations.

Select No if the process is not written down, not consistently followed, or exists only in memory.

Answer based on what is true today, not what you plan to do or what you do sometimes.

Before You Submit

Take a moment to review your responses before moving forward.

This self-assessment is most useful when it reflects how your business actually operates today. Honest answers give you the clearest picture of where you stand and where to focus next.

If you marked Yes, confirm that the process is written down and consistently used.

If you marked No, that response is not a setback. It is a starting point.

When you are ready, submit your responses.

Acknowledgement

About Your Business

The Business Structure Self-Assessment

Get a clear picture of your business across five key areas

Introduction

How to Complete This Self-Assessment

Domain 1: Organizational Records

How key documents, records, and policies are organized, maintained, and kept current.

Domain 2: Financial Management

How business income and expenses are structured, guided by a plan, and reviewed on a scheduled basis.

Domain 3: Service Structure

How services are defined, organized, and delivered in a repeatable way.

Domain 4: Team Infrastructure

How roles, tools, communication, and training support consistent execution.

Domain 5: People Engagement

How the people you serve move through your business and experience consistent, dependable service.

Before You Submit