Exit Readiness Assessment

Our Exit and Succession Readiness Assessment Questionnaire will take 5-10 minutes to complete. Your custom report will be emailed to you in approximately 3-5 business days.

Download a Sample Report

* When would you like to exit your business?

Less than 1 year

1-3 years

3-5 years

over 5 years

* Have you identified which exit option is the most appropriate for you?

No, I don't know my options

No, I am undecided

I know exactly how I am going to exit the business

Are you open to different types of deal structures?

I don't know what deal structures are common in my industry

I know the types of deal structures but am undecided

I know exactly what type of deal structure to use

Do you have access to a core advisory team? (CPA, Financial Advisor, Attorney at a minimum)

I have all of these

I have some of these

I have none of these

Are your partners and/or family in agreement with your long-term plans and objectives for the business?

Yes, all partners/family members fully agree

No, some disagreement but I have voting control

No, there are unresolved disagreements

Unknown, the issue has never been discussed

Do you have a specific plan regarding what you would like to do after you exit your business (playing golf doesn’t count)?

No plan

I have an idea of what I want to do

I have a written plan

Do you have an insurance plan for the business?

Yes, a plan is in place

Yes, but the plan is incomplete

No plan

Do you know how much you would need to sell the business for to call it a success?

Yes

Yes, but analysis is incomplete

Do you have a contingency plan in case you become incapacitated?

Yes, but it is incomplete

Yes, plan has been written and shared with the team

Do you have a financial plan that covers investing, retirement planning, tax planning, and estate planning?

Yes

Yes, but the plan is outdated or incomplete

Have you had a valuation run for your business?

Yes, within the last year

Yes, but over a year ago

How long could you go on vacation and not have to work?

Not at all

I could go a week without checking in

I could go a month or more without checking in

How is you customer concentration?

Top 5 customers under 10% of sales

Top 5 customers are 10-20% of sales

Top 5 customers are 20-50% of sales

Top 5 customers are over 50% of sales

Do all of your top employees have a backup designated?

Yes

Some do, some do not

Is your equipment and IT up-to-date and in good working order?

Equipment and IT are in working order

Needs minor expenditures to replace or update

No, need significant capital expenditures to replace, expand, or update

Sales are generally...

Decreasing

Increasing

Staying the same

Have you documented your office, service, manufacturing, and marketing processes?

No, they are not documented

They are somewhat documented

They are documented and used

To get started with an estimated valuation, provide the NAICS code for your business below. Search for it here.

What is your NAICS code?

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What is your estimated annual revenue?

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What is your pre-tax profit?

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What is the estimated value of your inventory? Equipment?

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* Finally, what is your email address?

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Submit Questionnaire