Exit Readiness Assessment
Measure your readiness across value growth, financials, succession, and diligence with our tools.
Were you referred by a professional advisor?
Add the advisor’s information below so we can keep the right professional involved with your permission.
Are you ready for a business transition? As a business owner considering a future transition, would you like to know your current readiness for a successful transfer?
Do you have ten (10) minutes to answer twenty-two (22) questions that will provide you with your readiness score? If you answered “yes,” start with the Exit Readiness Assessment. When finished, you’ll receive a twelve (12) page Owner’s Assessment by email (use a personal email if you prefer privacy).
Prefer a guided interview?
Use a focused 60-minute conversation to clarify your priorities, identify the issues affecting growth and owner freedom, and determine the right next step.
Prefer a self-guided option?
Choose the assessment that best matches what you want to understand about the business today.
START HERE
Exit Readiness Assessment (ERA)
Ten minutes. Twenty-two questions. Receive a twelve-page Owner’s Report with your readiness score.
Optional
Growth Planning Index (GPI)
The GPI a diagnostic tool that measures how well your business is positioned for scalable, sustainable growth. Complete the assessment to identify gaps and prioritize the right initiatives before going to market.
Optional
Owner Centricity Quiz (OCQ)
Measure reliance on the owner and identify steps to increase transferability. The OCQ Guides owners to identify a major value killer in their companies before going to market.