Free · 13 questions · 10 minutes

Exit Readiness Assessment

The assessment asks 13 questions across five categories that a buyer will examine during due diligence. You get an overall readiness score out of 100, a tier from “Exit Ready” to “Significant Work Needed,” and a category-level breakdown showing exactly which gaps to address before going to market.

The assessment includes deal-blocker questions — active litigation, change-of-control clauses, and tax compliance — that can stop a sale entirely. Knowing about these early gives you time to resolve them.

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Example result

Sample exit readiness scorecard

76out of 100

Nearly there

A business with strong financial and team foundations, with commercial and legal improvements to address before going to market.

FinancialStrong (82/100)
CommercialNearly there (68/100)
OperationalNearly there (75/100)
People & TeamStrong (85/100)
LegalNearly there (72/100)

Illustrative example only — a representative business scoring 76 out of 100, with strong financial and team readiness but commercial concentration and legal documentation to address. Your results will differ based on your answers.

The five categories assessed

Financial

How well your financial reporting, tax compliance, and recurring revenue are documented and verifiable. Buyers need to see clean, auditable numbers.

Commercial

Customer concentration, contract coverage, and margin stability. Over-reliance on a single customer or handshake deals signals risk to a buyer.

Operational

Process documentation, system accessibility, and how dependent the business is on you personally being present day-to-day.

People & Team

Whether key employees have written contracts, and whether a management layer exists that can run the business without you.

Legal

Active litigation, change-of-control clauses in contracts, and other legal issues that can block or delay a sale.

Deal blockers

Three questions can flag issues that may stop a sale entirely: active litigation or regulatory action, change-of-control clauses in key contracts, and outstanding tax disputes. The assessment surfaces these early so you have time to resolve them before a buyer discovers them during due diligence.

What’s holding yourvaluation back?

13 questions that reveal the gaps a buyer will find — before they do.

13 questions  ·  under 10 minutes  ·  no documents needed