Exit-Readiness Assessment
Before you sell, understand what buyers will evaluate. Our comprehensive assessment identifies strengths, gaps, and quick wins to maximize your valuation.
What we assess
Our advisors evaluate 8 critical areas that impact saleability and valuation
Financial health
- •Revenue quality & predictability
- •EBITDA margins & trends
- •Working capital management
- •Clean accounting records
Customer base
- •Concentration risk
- •Churn rates
- •Contract terms
- •Customer dependencies
Operations
- •Process documentation
- •Key person dependencies
- •Scalability
- •Technology infrastructure
Legal & compliance
- •Ownership structure
- •IP protection
- •Contracts & liabilities
- •Regulatory compliance
Management team
- •Depth of leadership
- •Succession planning
- •Employee retention
- •Equity arrangements
Market position
- •Competitive advantages
- •Market growth trends
- •Barriers to entry
- •Brand strength
Growth potential
- •New product pipeline
- •Geographic expansion
- •M&A opportunities
- •Market trends
Buyer appeal
- •Strategic fit for acquirers
- •Synergy opportunities
- •Platform potential
- •Transaction complexity
What you receive
Readiness scorecard
Overall readiness score (0-100) with breakdown by category and comparison to typical successful sales
Gap analysis
Detailed list of issues that could reduce value or prevent a sale, prioritized by impact and effort
Action plan
90-day roadmap with specific tasks to prepare your business for sale and maximize value
Assessment process
Kickoff & data collection
Initial call to understand your goals. We send a secure checklist of documents and information needed.
Document review & interviews
Our advisors review all materials and conduct confidential interviews with you and key team members.
Analysis & report preparation
We analyze findings, benchmark against successful exits, and prepare the assessment report.
Presentation & planning
In-person or video presentation of findings, followed by Q&A and action plan development.
Find out if you're ready to sell
Typical engagement: 4 weeks · Fixed fee · Confidential