Business Exit Readiness Scorecard | Mavilian Financial Group

Educational tool only — not personalized financial, tax, or insurance advice. Advisory services provided by Bayworth Capital, a registered investment adviser (CRD #284360). Full disclosures below.

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Section 1 of 4

Business Readiness

Can your business thrive without you?

1. If you stepped away for 90 days, how would the business perform?

2. How documented are your key processes, procedures, and systems?

3. How deep is your management team?

4. How concentrated is your revenue among your customers or clients?

5. How would you describe your revenue predictability?

Important Disclosures

Firm Information: Investment advisory services are offered through Bayworth Capital (CRD #284360), a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Avo Mavilian (CRD #6263067) is an Investment Adviser Representative of Bayworth Capital. Mavilian Financial Group is a dba of Tailwind Financial Strategies, LLC, a licensed insurance agency and tax advisory firm owned by Avo Mavilian. Mavilian Financial Group is not a registered investment adviser. Mavilian Financial Group and Bayworth Capital are independent companies.

Conflicts of Interest — Insurance & Tax: Mr. Mavilian is separately licensed as an independent insurance agent and, in that capacity, may effect transactions in insurance products and earn commissions. Advisory fees paid to Bayworth Capital are separate and distinct from commissions earned on insurance products. This presents a conflict of interest because Mr. Mavilian may have an incentive to recommend insurance products for the purpose of generating commissions rather than solely based on your needs. You are under no obligation, contractually or otherwise, to purchase insurance products through Mr. Mavilian or any affiliated person. Mr. Mavilian is also a federally authorized tax practitioner (Enrolled Agent) admitted to practice before the Internal Revenue Service; tax services are provided through Tailwind Financial Strategies, LLC dba Mavilian Financial Group and are separate from advisory services provided by Bayworth Capital.

Educational Tool Only: This calculator is for educational and illustrative purposes only. Results are hypothetical, based on the assumptions you entered, and are not predictions of actual outcomes. Past performance and illustrated outcomes do not guarantee future results. Individual circumstances vary — consult a qualified financial, tax, legal, or insurance professional before making decisions.

Form ADV: For more information about Bayworth Capital's advisory services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure, available at adviserinfo.sec.gov or upon request by contacting compliance@bayworthcapital.com.