Comprehensive evaluation to prepare your business for sale
Most small business owners significantly overestimate their business's readiness for sale. Studies show that only 20% of businesses brought to market are actually ready for a successful transaction.
Our Exit Readiness Assessment provides an objective, comprehensive evaluation of your business's sellability. We identify gaps that could reduce your valuation or prevent a sale, giving you time to address them before going to market.
This assessment typically uncovers issues that, if left unaddressed, could cost you 20-50% of your business value. By identifying and fixing these issues early, you maximize your exit value and increase the likelihood of a successful transaction.
Clean books, consistent profitability, and proper financial documentation
Reduced owner dependency and strong management team in place
All contracts, licenses, and legal matters properly documented
Strong competitive advantage and clear growth trajectory
Understanding and addressing these issues early can dramatically increase your sale value
Solution: Clean up books, implement proper accounting systems 12-18 months before sale
Solution: Develop management team, document processes, reduce owner involvement
Solution: Demonstrate clear path to growth with documented plans and projections
Solution: Diversify customer base to reduce dependence on any single customer
An exit readiness assessment evaluates how prepared your business is for a sale or transition. It examines financial documentation quality, operational independence from the owner, customer and revenue concentration risks, legal compliance, team depth, and deal friction points. The result is a clear diagnostic of what needs to be addressed before going to market.
A valuation tells you what your business is worth today. An exit readiness assessment tells you whether your business is positioned to achieve that value in a transaction. Many businesses have strong underlying value but cannot realize it because of documentation gaps, owner dependency, or structural issues that cause buyers to discount their offers or walk away.
After completing the assessment, you receive a written diagnostic with prioritized recommendations. Depending on results, the next steps may include addressing specific gaps, beginning formal exit planning, engaging in a valuation, or proceeding directly to market if the business is ready.
Understand where you stand and what needs to be done to maximize your exit value.