Business Assessment

Business Readiness Diagnostic

Are you positioned to command a premium at exit?

Rate each statement below. Your score reveals where your business stands today, what risks a buyer will uncover, and what it takes to maximize your valuation.

Take this ~3-minute diagnostic to uncover your hidden risks. You will receive:

  • Your total Readiness Score (Out of 60)
  • Your specific Preparedness Tier
  • A customized breakdown of the vulnerabilities suppressing your value
Rating Scale Guide

1 – Not in place: Absent or unrecognized

2 – Informal/ad hoc: Isolated, undocumented activity

3 – Partially developed: Inconsistent execution

4 – Mostly in place: Established with minor gaps

5 – Well established: Fully implemented & documented

6 – Best in class: Ready for due diligence

Operations The owner operates at a strategic level; day-to-day execution does not depend on owner involvement.
Financials Financial statements are prepared in accordance with GAAP, with books fully reconciled monthly and accurate reporting.
Leadership Succession and contingency plans exist for the owner and all mission-critical personnel.
Financials Net profit margins are at or above industry norms, with sufficient capacity to distribute returns and reinvest in growth.
Financials Customer concentration is diversified—no single client represents an outsized share (>10%) of total revenue.
Operations Core workflows and processes are named, documented, optimized, and consistently followed by trained personnel.
Sales & Marketing Structured systems drive consistent new business development independent of the owner’s personal relationships.
Financials Recurring revenue represents a meaningful and growing share of total revenue.
Strategic & Governance All legal, financial, and corporate governance records are organized in a format suitable for third-party due diligence.
Leadership A multi-year growth strategy exists in written form, is understood across the organization, and is reviewed regularly.

Your diagnostic is ready.

Enter your info below to see your Readiness Score and your personalized action plan.

Diagnostic Complete

Total Score: 0/60

Ready to learn what your business is worth?

This assessment is designed to give you an honest baseline — and to start a conversation.

Book a Confidential Consultation