Build a More Valuable Business

Most business owners don’t realize how much value they’re leaving on the table. Our Sale Readiness Assessment identifies the opportunities that can strengthen your business before you ever go to market.

Check My Sale Readiness

Before You Begin

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Takes approximately 10 minutes

Simple questions about your business, operations, and readiness.

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Receive instant results

Your score appears immediately after completing the assessment

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No obligation

Use your results as a starting point for clarity.

Rate each question from 1–5 based on where your business stands today. There are no right or wrong answers.

Business Sale Readiness Assessment

Understand how prepared your business is for a future transition and identify opportunities to strengthen long-term value.

How to Score Each Question

  • 1 = Not started / no formal plan
  • 2 = Limited progress / mostly informal
  • 3 = Some structure exists, but gaps remain
  • 4 = Clear process or documentation exists
  • 5 = Strong, current, and actively managed
  • 6 = Best-in-class / fully documented and ready to execute

Part I: Personal & Legal Readiness

1. Estate Plan Existence
Do you have a personal estate plan or trust established to manage high-net-worth liquidity?
2. Estate Plan (Recenct)
Have you updated your estate plan or trust framework within the last 18 months? Enter 1 if not applicable.
3. Written Exit or Transition Roadmap
Do you have a formalized strategy defining your exit or transition plan?
4. Third-Party Business Valuation
Have you had a formal valuation completed by an independent party in the last 12–18 months?
5. Financial Need Baseline
Do you know the net post-tax amount needed to protect your lifestyle after a transition?
6. Incapacitation Contingency Plan
Is there a written continuity plan if you become unable to lead the business?
7. Stakeholder & Family Alignment
Are your partners, core executives, and immediate family aligned on your transition goals and timeline?

Part II: Business Value Readiness

This section evaluates whether your business can reduce risk, increase predictability, and maintain value independent of the owner.

1. Market & Competitive Position
How strong is your industry position, growth outlook, differentiation, and ability to compete?
2. Customer Value & Concentration Risk
How strong are your customer relationships, referral consistency, and protection from customer concentration?
3. Revenue Quality & Financial Records
How strong are your recurring revenue, payment cycles, accounting records, and financial reporting?
4. Owner Dependency
How dependent is the business on your direct involvement, relationships, and decision-making?
5. Human Capital Infrastructure
How strong is your management team, employee retention, accountability, and leadership depth?
6. Operations, Efficiency & Future Growth
How scalable are your systems, processes, margins, technology, and future growth opportunities?

Part III: Personal Financial & Lifestyle Readiness

1. Essential Foundations
Do you have clarity around housing, lifestyle needs, and your identity beyond the business?
2. Daily Lifestyle Planning
Have you considered health, family, social connection, and use of time after transition?
3. Experiences & Future Goals
Have you defined the experiences, purchases, or lifestyle goals you want after transition?
4. Legacy & Purpose
Have you considered philanthropy, legacy, purpose, or meaningful activities beyond operating the business?
5. Five-Year Vision
Do you have a clear, written picture of what success looks like after a business transition?

Your Sale Readiness Results

Total Sale Readiness Score
0%
Personal & Legal
0%
Business Value
0%
Wealth & Lifestyle
0%

Ready to Take the Next Step?

Your assessment provides a snapshot of where your business stands today. Schedule a conversation with a BIZeX advisor to review your results, identify your biggest opportunities, and build an action plan for increasing business value.

Review My Results With An Advisor