Exit Readiness Assessment Tool

Evaluate business exit readiness across 8 critical dimensions with our structured assessment methodology. Identify gaps, prioritize improvements, and track progress over time.

8 Dimensions of Exit Readiness

Our assessment framework covers every aspect that buyers evaluate when considering an acquisition.

Financial Health

Revenue trends, profitability, cash flow stability, and financial documentation quality.

Operations & Systems

Process documentation, technology infrastructure, and operational efficiency.

Management Team

Leadership depth, succession planning, and key person dependencies.

Legal & Compliance

Contracts, IP protection, regulatory compliance, and litigation exposure.

Customer Concentration

Revenue distribution across customers and customer relationship stability.

Growth Trajectory

Market position, competitive advantages, and growth opportunities.

Documentation

Quality and completeness of business records, contracts, and procedures.

Owner Dependency

Extent to which the business relies on the owner for operations and relationships.

How the Assessment Works

1

Answer Questions

Work through structured questions for each dimension. Questions are designed to be answerable with readily available information.

2

Get Your Score

Receive an overall readiness score and breakdown by dimension. See how the business compares to exit-ready benchmarks.

3

Review Gaps

See specific issues identified by the assessment, prioritized by their potential impact on valuation and deal success.

4

Create Action Plan

Generate tasks from identified gaps and assign them to the appropriate people. Track progress and reassess to measure improvement.

78

Overall Readiness Score

Out of 100 points

Financial Health85/100
Operations72/100
Management65/100
Legal90/100

3 critical gaps identified that could impact valuation by 15-25%

What You Get from an Assessment

Overall readiness score with dimension breakdowns
Specific gaps identified with severity ratings
Prioritized recommendations based on impact
Comparison to exit-ready benchmarks
Suggested tasks to address each gap
Professional PDF report for client presentation
Historical tracking for reassessments

Frequently Asked Questions

The assessment evaluates a business across 8 critical dimensions: Financial Health, Operations & Systems, Management Team, Legal & Compliance, Customer Concentration, Growth Trajectory, Documentation, and Owner Dependency. Each dimension is scored to provide a comprehensive view of exit readiness.

Start Your First Assessment

See where your client stands on exit readiness. Free 14-day trial includes unlimited assessments.