SALE READINESS

How ready is your business?

Get a clearer picture of where your business stands today and identify areas that may impact its value, transferability, and readiness for a future sale.

Check My Sale Readiness

Approximately 5–10 minutes • Instant results • No obligation

What the Assessment Measures



Personal & Legal

Personal planning and legal foundations that support a successful transition.



Business Value

The strength, scalability, and transferability of your business.



Wealth & Lifestyle

Your financial preparedness, personal goals, and vision beyond business ownership.

BEFORE YOU BEGIN

Answer each question based on where your business stands today. There are no right or wrong answers—the goal is to get an accurate picture of your current readiness.

You’ll receive your Business Readiness Score when you’re finished.

Readiness Tool

Step 1 of 5

20%

Complimentary Business Readiness Assessment

Complete this assessment to receive your personalized Business Readiness Score and results.

⏱ Approximately 5 minutes

🔒 All responses are confidential.

PART I: PERSONAL & LEGAL READINESS

Personal planning and legal foundations that support a successful ownership transition.

1. Estate Plan

How prepared are your family and business if something unexpected happened to you?(Required)

Not prepared; no formal estate plan

Initial conversations have begun

Working with an attorney to develop a plan

Written estate plan is complete

Estate plan has been reviewed and updated recently

Best-in-class; estate plan is reviewed annually and fully integrated with business succession

2. Third-Party Business Valuation

How well do you understand what your business is worth today?(Required)

No idea what my business is worth

Estimated value using an online or AI tool

Third-party business valuation completed

Formal Business Range of Value Report completed

Using valuation to improve business value

Best-in-class; valuation updated regularly and used for strategic planning

3. Written Exit or Transition Plan

How prepared are you for eventually transitioning out of your business?(Required)

No transition or exit plan

Have discussed transition with an advisor

Working with a Certified Exit Planning Advisor

Written transition plan completed

Executing value acceleration projects

Best-in-class; transition plan reviewed and updated regularly

4. Financial Need Baseline

How confident are you that you'll have enough after taxes to support the lifestyle you want?(Required)

No financial planning completed

Initial conversations with a financial planner

Estimated future financial needs

Retirement income and investment strategy developed

Wealth gaps identified with action plan

Best-in-class; actively implementing and reviewing financial strategy

5. Incapacitation Contingency Plan

If you were unable to work for the next three months, what would happen to your business?(Required)

Business would close

Business would struggle and likely not survive

Business would survive but with significant disruption

Business would continue with moderate disruption

Business would continue with minimal disruption

Best-in-class; The business operates successfully without daily owner involvement.

6. Stakeholder & Family Alignment

How aligned are the important people in your business and family with your long-term transition goals?(Required)

No conversations have taken place

Initial conversations have started

Key stakeholders have been identified

Roles and responsibilities are documented

Family and leadership regularly review the plan

Best-in-class; management and family review and update the plan every 90 days

Part II: Business Value Readiness

Personal planning and legal foundations that support a successful ownership transition.

1. Market & Competitive Position

Compared to your competitors, how would you describe your business's position in the marketplace?(Required)

Commodity product or service with many competitors

Some differentiation from competitors

Niche product or service

Recognized market leader in our niche

Long-term customer contracts and strong competitive advantages

Best-in-class; dominant market position with significant barriers to entry

2. Customer Value & Concentration Risk

How strong and diversified is your customer base?(Required)

One customer represents most revenue

Heavy concentration among a few customers

Customers are diversified within one industry

Customers are diversified across multiple industries

No customer represents more than 20% of revenue

Best-in-class; no customer represents more than 5% of revenue

3. Revenue Quality & Financial Records

How organized and dependable are your financial records and revenue streams?(Required)

Financial records are incomplete

Tax returns are behind

Accounting system is maintained regularly

Monthly financial statements are reviewed

Quarterly financial reviews with CPA

Best-in-class; timely reporting, quarterly CPA reviews, and tax compliance

4. Human Capital Infrastructure

How successful have you been in identifying and keeping new employees?(Required)

Extremely difficult to hire employees

High turnover (over 50% annually)

Moderate turnover (around 25%)

Able to recruit and retain quality employees

Recognized as a preferred employer

Best-in-class; exceptional culture with strong leadership development and employee retention

5. Operations, Efficiency & Future Growth

How prepared are your systems and processes to support future growth?(Required)

No KPIs are tracked

Leadership tracks limited performance metrics

Performance metrics are shared with employees

KPIs are consistently tracked across departments

KPIs drive continuous improvement and decision making

Best-in-class; scalable systems are continually evaluated and improved

Part III: Personal Financial & Lifestyle Readiness

Personal financial preparedness, lifestyle goals, and long-term vision beyond business ownership.

1. Essential Foundations

How clear is your vision for life after your business?(Required)

I haven't thought about life after my business

I've started thinking about it but don't have a clear vision

I have identified some personal goals

I have a written vision for life after my business

My vision is guiding my financial and exit planning

Best-in-class; my personal vision is well defined, documented, and reviewed regularly

2. Daily Lifestyle Planning

How prepared are you for your daily life after leaving the business?(Required)

I have no plan

I've thought about a few possibilities

I have identified hobbies, interests, or volunteer opportunities

I have a realistic plan for my time after exiting

I have already begun preparing for this transition

Best-in-class; I have a fulfilling lifestyle plan that I'm actively building toward

3. Experiences & Future Goals

How clearly have you defined the personal goals and experiences you want to pursue after leaving your business?(Required)

I haven't considered this

I have a few ideas

I've identified several personal goals

My goals are documented and prioritized

My financial plan supports these goals

Best-in-class; I'm actively preparing to achieve these goals

4. Legacy & Purpose

How clearly have you defined the legacy you want your business to leave?(Required)

I haven't considered my legacy

I've thought about it occasionally

I know the impact I'd like to make

My legacy goals are documented

My business decisions support my legacy

Best-in-class; my legacy is actively being built through leadership, philanthropy, and succession planning

5. Five-Year Vision

Can you clearly picture what a successful life after your business looks like?(Required)

I have no vision

I have a general idea

I can describe what success looks like

I have a written five-year vision

My financial and business plans support that vision

Best-in-class; I regularly review and update my long-term vision

Your Business Readiness Score Is Ready

You've completed the assessment! Enter your information below to unlock your personalized Business Readiness Score and recommendations.

We'll also email you a copy of your results so you can review them anytime. Your information will remain confidential and will never be shared.

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Your Score Is Just the Starting Point.

Your results can help identify where your business is strong and where additional attention may create greater value and readiness.

REVIEW MY RESULTS WITH AN ADVISOR