Exit Readiness Assessment

Know what buyers see before they do.

Know Where You Stand Before You Go to Market

Most business owners don't know what a buyer will see until it's too late to change it. The Exit Readiness Assessment gives you the full picture — so you can fix the gaps, strengthen the value drivers, and walk into any conversation with confidence.

What the Assessment Covers

A comprehensive evaluation - through the lens of a buyer.

This isn’t a checklist. It’s a structured deep-dive across every dimension of your business, conducted by advisors who have been on both sides of the table.

Business Value & Transferability

What drives the value of your business, and how much of that value is tied to you personally? We identify what a buyer would see as an asset — and what they'd see as a risk.

Operations & Infrastructure

Are your processes documented? Could your business run without you for 30 days? We assess the operational readiness that sophisticated buyers look for.

Financial Health & Presentation

We review how your financials are structured, how they tell your story, and where there may be gaps that could raise questions during due diligence.

Team & Leadership

Who holds the institutional knowledge in your business? We evaluate team depth, key-person risk, and the leadership infrastructure a buyer needs to feel confident.

Legal & Structural Readiness

Are your contracts, IP, and corporate structure clean? Having a lawyer on the team means we know exactly what legal landmines buyers look for — and how to address them early.

What You’ll Have at the End

A clear, honest picture of your business's exit readiness — no jargon, no hedging.

  • Your current readiness score across key dimensions

  • The valuation drivers working in your favor

  • The risks and gaps that need attention before you go to market

  • A prioritized action plan for what to tackle first

  • Confidence in what your business is worth - and what it could be worth

This Is For You If…

You're thinking about selling in the next 1–5 years and want to know where you stand
You've received an unsolicited offer and what to know if it's a good one
You're growing fast and what to make sure you're building toward something transferable
You've been through an exit before and want to do it differently this time

What working with us looks like.

01

Discovery Call

We start with a conversation about you, your business, and your timeline. This helps us tailor the assessment to what matters most for your situation.

02

Assessment

A structured deep-dive across all dimensions - financials, operations, legal, team, and value drivers. Document review combined with a 90-minute working session.

03

Readiness Report

We deliver a clear, written readiness report and walk through it together. No jargon. No hedging. Just honest, actionable insight.

04

What’s Next

Whether that’s our Exit Advisory Partner Path, targeted work on specific gaps, or a roadmap you execute independently - we’ll tell you honestly what we think you need.

Ready to See the Full Picture?

Pricing is customized based on the size and complexity of your business. To learn more or get started, reach out below.

Contact Us