Exit Readiness Assessment
See your company the way a buyer will, before a buyer does.
In three to four weeks, two senior operators score how ready your business is to sell, recapitalize or pass on. You get the gaps a buyer would find, what they could cost you in value, and a 90-day plan to close the ones that matter most.
Six areas a buyer will test.
Operations & margin
Process stability, cost to serve, and where margin leaks.
Owner dependence
Which decisions, customers and know-how still run through you.
Management depth
Whether the team can run the business without you, with clear roles.
Concentration
Customer, supplier and key-person risk a buyer will discount.
Reporting & KPIs
Monthly close, plan versus actual, and numbers a buyer can trust.
Systems & documentation
SOPs, contracts and data rooms that survive diligence.
Yours to keep.
- Readiness scorecard across the six areas, with evidence for each score
- Buyer's-eye risk register: what diligence will flag, ranked by value at stake
- Value gap estimate: the issues most likely to lower the multiple or the terms
- Prioritized 90-day plan with owners, dates and quick wins
- Leadership readout, and a copy to share with your banker, CPA or attorney
3 to 4 weeks.
Fixed fee, no hourly billing. Credited in full toward the Value Acceleration Program if you continue with us to close the gaps.
Owners of lower-middle-market companies planning a sale, recapitalization or succession in the next one to three years, and owners who have had an offer and want to know what it is missing.
- Not a valuation or a quality-of-earnings report
- Not legal, tax or investment advice
- Built to work alongside your banker, CPA and attorney
Before you ask.
How is this different from a valuation or a QoE?
A valuation puts a number on the business and a quality-of-earnings report tests the financials. We look at the operations behind both: what a buyer will discount, and what you can fix before a sale.
What do you need from us?
Two to three hours of the owner's time, interviews with up to six leaders, a site walk, and the last 24 months of financials and operating reports.
What happens after the readout?
The 90-day plan is yours to keep. If you want help closing the gaps, the Value Acceleration Program picks up from the plan and the $9,500 is credited in full.
Is it confidential?
Yes. We sign your NDA or ours before the data request, and nothing is shared with a banker, buyer or anyone else without your written OK.
Start with a free 45-minute call.
45 minutes with Jacque or Tamer, not a sales rep. A straight read on whether this is the right step.