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Modern Wavy Building

Confidential Exit Readiness Assessment

Identify risks and maximize your business value, even if a transition is years away.

Would you like a confidential conversation about your results?
Yes, please contact me
Possibly, I would like more information
Not at this time
Our financial statements are timely, accurate, and reviewed each month.
Not in place
Partially in place
Mostly in place
Fully in place
Profitability and cash flow are consistent and supported by normal operations.
Not in place
Partially in place
Mostly in place
Fully in place
Our customer base is diversified without excessive dependence on one customer.
Not in place
Partially in place
Mostly in place
Fully in place
Our business has a documented strategic plan with clear priorities.
Not in place
Partially in place
Mostly in place
Fully in place
The business can operate effectively without the owner's daily involvement.
Not in place
Partially in place
Mostly in place
Fully in place
We have a capable management team that can lead the business through a transition.
Not in place
Partially in place
Mostly in place
Fully in place
Our key operating processes are documented, repeatable, and consistently followed.
Not in place
Partially in place
Mostly in place
Fully in place
Employee roles, responsibilities, and accountability are clearly defined.
Not in place
Partially in place
Mostly in place
Fully in place
Important contracts, legal records, compliance matters, and business records are organized.
Not in place
Partially in place
Mostly in place
Fully in place
We have defined the owner's exit or succession objectives and preferred timeline.
Not in place
Partially in place
Mostly in place
Fully in place
Owners and family stakeholders are aligned on the future of the business.
Not in place
Partially in place
Mostly in place
Fully in place
We understand the factors driving business value and have obtained a recent valuation.
Not in place
Partially in place
Mostly in place
Fully in place
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