Is Your Business Ready to Sell?

Discover where you stand and what it takes to maximize your exit value

Exit Readiness Assessment

Most business owners don't know if they're truly prepared for a transaction until they're deep into negotiations—often too late to address value-destroying gaps. Our Exit Readiness Assessment provides an objective, comprehensive evaluation of your business's marketability and identifies the specific improvements that will maximize your transaction outcome.

Whether you've received an unsolicited offer, are planning an exit in 2-5 years, or simply want to understand your options, this assessment gives you clarity and a roadmap forward.

What We Evaluate?

Financial Readiness

  • Quality of earnings and financial reporting systems
  • Revenue concentration and customer diversification
  • Profitability trends and margin analysis
  • Working capital management and cash flow predictability
  • Historical financial documentation and audit readiness

Operational Readiness

  • Process documentation and systemization
  • Management team depth and succession capability
  • Key person dependencies and mitigation strategies
  • Technology infrastructure and scalability
  • Supplier and vendor relationship stability

Strategic Positioning

  • Market position and competitive differentiation
  • Growth trajectory and market opportunity
  • Customer retention and acquisition metrics
  • Intellectual property and competitive moats
  • Industry tailwinds and regulatory considerations

Legal & Compliance

  • Corporate structure and capitalization table clarity
  • Contract assignments and transferability
  • Regulatory compliance and permits
  • Litigation exposure and contingent liabilities
  • Employment agreements and equity arrangements

The Assessment Process

Phase 1

Initial Discovery

  • Confidential business questionnaire
  • Financial documentation review
  • Management interviews
  • Preliminary gap analysis

Phase 2

Deep Dive Analysis

  • Detailed financial modeling
  • Operational assessment
  • Competitive positioning analysis
  • Transaction readiness scoring

Phase 3

Deliverables & Planning

  • Comprehensive readiness report
  • Gap analysis with prioritized recommendations
  • Preliminary valuation range
  • Strategic roadmap presentation
  • Timeline and resource requirements

What You Receive?

Assessment Report

Comprehensive readiness evaluation

Readiness Score

1-100 scale across key dimensions

Valuation Range

Preliminary valuation analysis

Improvement Roadmap

Prioritized recommendations with timeline

Strategic Recommendations

Value maximization strategies

Service Provider Requirements

Legal, tax, and advisory guidance

Ready to discover where you stand?