Is Your Business Exit-Ready?

The 6-dimension assessment that shows you exactly where you stand — and what to fix first.

Most business owners have spent years building value but only weeks thinking about how to capture it. Our Exit Readiness Assessment evaluates your business across the six dimensions that buyers actually care about — giving you a clear picture of what’s working, what’s not, and where to focus your preparation efforts.

What We Evaluate

1. Financial Readiness

Clean books, EBITDA trends, add-back documentation, revenue growth trajectory, and the financial story your numbers tell buyers.

2. Operational Readiness

Documented processes, technology infrastructure, scalability of operations, and whether your business runs on systems or on you.

3. Team Readiness

Management depth, succession capability, key employee retention risk, and whether the business can operate without the founder.

4. Customer Readiness

Customer concentration, contract strength, relationship ownership, recurring revenue mix, and retention metrics.

5. Legal Readiness

Corporate structure, IP protection, contract assignability, change-of-control provisions, and compliance status.

6. Personal Readiness

Timeline clarity, post-exit vision, family alignment, and whether you’re mentally and emotionally prepared for what comes next.

How It Works

Step 1: Download the assessment scorecard and rate your business across all six dimensions. Takes about 20 minutes.

Step 2: Review your scores to identify strengths, gaps, and the highest-impact areas for improvement.

Step 3: If you want to discuss your results with someone who’s been through it, schedule a complimentary call with our team. No obligation — just honest conversation between operators.

Who This Is For

This assessment is designed for business owners with $3M–$50M in annual revenue who are considering an exit within the next 1–5 years. It’s equally valuable whether you’re actively planning to sell or simply want to understand how buyers would evaluate your business today.