The Readiness Assessment
The fixed-fee starting point for everything we do: your Exit Readiness Score, the gaps ranked by dollar impact, and a plan you can execute with anyone — including without us.
A structured owner interview, a management walk-through, and document review: financials, contracts, org structure, process artifacts. We verify, we don't survey — the same way a buyer's team will.
Your business scored 0–100 across ten buyer-tested dimensions — owner dependence, process documentation, financial cleanliness, management depth, customer concentration, recurring revenue, systems, compliance posture, growth story, diligence preparedness.
Each gap gets a conservative estimate of what it costs — in sale price if you're exiting, in margin and owner-hours if you're not — plus the fix, its effort, and the order to do them in.
Ninety minutes with the owner (and your accountant or broker if you want them there). You leave knowing exactly where you stand and what to do first — whoever does it.
No — the online Exit Readiness Score is a self-assessment: honest directional signal in ten minutes. The paid assessment is evidence-based: we verify against your actual documents and operations, which is what makes it usable with brokers, buyers and lenders.
You. Everything is covered by our engagement letter's confidentiality terms, we work from the minimum documentation needed, and working files are deleted after delivery.
Then you learned it from us for a fixed fee instead of from a buyer's diligence team at the worst possible moment. A low score with a sequenced plan is the strongest position an unprepared owner can be in.
Yes — a growing share of assessments are referred exactly that way. We deliver findings jointly with the referring professional, and we stay in our lane: implementation, not tax, valuation or deal-making.
Talk to us about your businessTalk to us about your business
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Call +1 (204) 399-3054