Exit Readiness Assessment
Evaluate your business and personal readiness for a successful exit
Exit Readiness Assessment
Evaluate your business and personal readiness for a successful exit
Business Readiness
Financial Foundation & Operations
How prepared is your business from a financial and operational standpoint?
Do you have clean, well-organized financial statements (not just tax returns)?
Buyers need audited or reviewed financials, not just tax-minimized returns.
Are your books reconciled monthly with a clear P&L and balance sheet?
Monthly closing discipline shows operational maturity.
Can you produce 3 years of financial records and tax returns immediately?
Due diligence requires historical data ready on demand.
Do you know your true EBITDA (earnings before interest, taxes, depreciation, amortization)?
EBITDA is the primary metric buyers use to value businesses.
Is your owner compensation clearly documented and separated from distributions?
Buyers need to understand what they'd pay a replacement manager.
Do you have accurate customer acquisition cost (CAC) data?
Shows marketing efficiency and predictable growth model.
Can you demonstrate recurring or predictable revenue streams?
Recurring revenue commands premium multiples.