Exit Readiness Assessment

Discover how prepared your business is for a successful exit

Take our comprehensive 40-question assessment to evaluate your business's exit readiness across key areas including operations, financials, team structure, and market position.

Takes 10-15 minutes
40 comprehensive questions
Personalized results

Exit Readiness Assessment

Step 1 of 41

1. Financial Health & Reporting

1. My business produces consistent, predictable revenue month over month.
Strongly Disagree Strongly Agree
2.  My financials are updated and accurate within 10 days of month-end.
Strongly Disagree Strongly Agree
3.  My profit margins are healthy and comparable to top performers.
Strongly Disagree Strongly Agree
4. I can quickly produce clean financial documents for lenders or buyers.
Strongly Disagree Strongly Agree
5.  Revenue and profit have shown steady year-over-year growth.
Strongly Disagree Strongly Agree

2. Future Growth Engine

6.   My industry is stable or growing.
Strongly Disagree Strongly Agree
7.   I have a documented plan for expansion.
Strongly Disagree Strongly Agree
8.   I have a reliable pipeline of future customers.
Strongly Disagree Strongly Agree
9. My business has competitive advantages supporting growth.
Strongly Disagree Strongly Agree
10. Growth is not limited by my personal bandwidth.
Strongly Disagree Strongly Agree

3. Dependency & Concentration Risk

11. No single customer represents more than 15–20% of revenue.
Strongly Disagree Strongly Agree
12.  No single supplier creates operational risk.
Strongly Disagree Strongly Agree
13. The business does not rely on any single employee.
Strongly Disagree Strongly Agree
14. Processes and responsibilities are documented.
Strongly Disagree Strongly Agree
15.  Revenue is stable even if major customers or employees leave.
Strongly Disagree Strongly Agree

4. Cash Flow Strength

16. Accounts receivable are collected quickly
Strongly Disagree Strongly Agree
17. The business generates positive cash flow.
Strongly Disagree Strongly Agree
18. Costs are managed tightly and rarely exceed budget.
Strongly Disagree Strongly Agree
19. The business can fund growth without owner injections.
Strongly Disagree Strongly Agree
20. Cash balances are stable or increasing.
Strongly Disagree Strongly Agree

5. Predictable / Recurring Revenue

21. A meaningful portion of revenue is recurring or contracted.
Strongly Disagree Strongly Agree
22. Customers purchase regularly without heavy sales effort.
Strongly Disagree Strongly Agree
23.  Recurring revenue is predictable and long-term.
Strongly Disagree Strongly Agree
24. We have diversified recurring revenue streams.
Strongly Disagree Strongly Agree
25. Losing a few customers will not significantly impact cash flow.
Strongly Disagree Strongly Agree

6. Market Position & Differentiation

26. We have a strong, differentiated brand.
Strongly Disagree Strongly Agree
27.   Our offering has unique features competitors lack.
Strongly Disagree Strongly Agree
28.  We win business based on value, not price.
Strongly Disagree Strongly Agree
29. Customers can explain why they chose us.
Strongly Disagree Strongly Agree
30.  We could raise prices without losing many customers.
Strongly Disagree Strongly Agree

7. Client Loyalty & Experience

31. Customers frequently return or repurchase.
Strongly Disagree Strongly Agree
32. Customers refer others without incentives.
Strongly Disagree Strongly Agree
33. We collect and act on customer feedback.
Strongly Disagree Strongly Agree
34. We have strong reviews, testimonials, or scores.
Strongly Disagree Strongly Agree
35. Our customer experience is consistent and intentional.
Strongly Disagree Strongly Agree

8. Owner Independence & Team Reliance

36. The business can run without me for 30–90 days
Strongly Disagree Strongly Agree
37. A leadership team makes decisions without me.
Strongly Disagree Strongly Agree
38. I spend more time on strategy than daily tasks.
Strongly Disagree Strongly Agree
39. Sales and relationships are not dependent on me.
Strongly Disagree Strongly Agree
40. We have SOPs that allow others to run operations.
Strongly Disagree Strongly Agree

Thank You!

Your exit readiness assessment has been submitted successfully. We'll be in touch soon with your results.

Your Exit Readiness Score

Score: / 100

Range:

Where your score lands on the readiness spectrum
 
 
High Risk Needs Work Buyer-Ready Premium Zone

Section Breakdown (0-100)

  • Financial Health & Reporting:
    How consistently your business generates revenue and profit, and how clean, current, and lender-ready your financial records are.
     
    0 50 100
  • Future Growth Engine:
    Your ability to grow in the coming years—through market demand, expansion opportunities, and how much growth depends (or doesn’t) on you personally.
     
    0 50 100
  • Dependency & Concentration Risk:
    How exposed the business is to any single customer, supplier, key team member, or to you as the owner, and how well risk is spread across relationships.
     
    0 50 100
  • Cash Flow Strength:
    Whether your business behaves like a cash generator or a cash drain—collections, margins, and how well day-to-day operations fund growth.
     
    0 50 100
  • Predictable / Recurring Revenue:
    The portion of your income that is repeatable, contracted, or subscription-like, and how reliably that revenue shows up month after month.
     
    0 50 100
  • Market Position & Differentiation:
    How clearly you stand apart from competitors—your niche, brand strength, and the reasons buyers choose you instead of a similar alternative.
     
    0 50 100
  • Client Loyalty & Experience:
    How likely your customers are to come back, leave positive feedback, and refer others based on the experience you consistently deliver.
     
    0 50 100
  • Owner Independence & Team Reliance:
    How well the company can run, sell, and grow if you step away for an extended period—through systems, leadership, and a team that executes without you.
     
    0 50 100

0–49 → Not Buyer-Ready • 50–74 → Needs Improvement • 75–89 → Buyer-Ready • 90–100 → Top-Tier / Premium Valuation Zone