Are you a service business?

A Few Quick Questions to Guide Your Preliminary Planning for 2027

Annual revenue for the last fiscal year $
Annual revenue goal $
Projected revenue for the current fiscal year $

Is the company currently making a profit? (Yes/No)

What is your current profit margin? %
What is your profit margin goal? %
What is your annual rate of growth? %

  • Average annual growth rate since inception %
  • Growth rate for the last fiscal year %
  • Projected growth rate for this fiscal year %
  • Annual growth rate goal %


  • Do you have a business plan? (Yes/No)
  • If so, when was it completed?
  • Is it applicable to your business’s current challenges and long-term strategy? (Yes/No)
  • Have you conducted a professional business valuation in the past 12 months? (Yes/No)
  • If so, what is the appraised value of your company? $
  • Do you have a current succession plan? (Yes/No)

For over 30 years, Russell Strategy Group has worked extensively with businesses in the trades, helping them become leading companies in their industries. To learn more, schedule an initial complimentary review and strength assessment by emailing john@russellstrategygroup.com

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