Exit Readiness Assessment

Determine if your business is ready for a sale and receive a concrete timeline and action plan to become exit-ready.

Years in Business

Annual Revenue

Profit Margin (EBITDA)

Industry

Financial statements are professionally prepared (reviewed or audited).

At least 3 years of consistent and clean financial records.

Demonstrable and explainable year-over-year revenue growth.

Personal and business expenses are rigorously separated (no co-mingling).

Predictable cash flow and a documented budgeting process.

The business can operate for at least one month without any owner involvement.

Key business processes are documented in Standard Operating Procedures (SOPs).

A capable management team is in place that handles day-to-day decisions.

Key customer and supplier relationships are not solely dependent on the owner.

The business utilizes scalable systems and technology.

A clear and defensible competitive advantage (e.g., IP, brand, technology).

A diversified customer base, with no single client accounting for more than 15% of revenue.

Strong brand recognition and a positive reputation within your niche.

A significant portion of revenue is recurring or from long-term contracts.

The business operates in a growing market with clear opportunities for expansion.

The business is a properly incorporated entity (e.g., S-Corp, LLC) with a clean cap table.

All intellectual property (trademarks, patents) is legally protected and owned by the company.

Key customer, employee, and supplier contracts are written, transferable, and current.

The business is fully compliant with all industry, employment, and data privacy regulations.

There are no outstanding or pending lawsuits or significant legal liabilities.

Not Ready

Our team specializes in building exit-ready businesses. We can help you implement these improvements systematically and increase your business value.

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