ASSESSMENT
Exit Readiness Scorecard
Measure your readiness across value growth, financials, succession, and diligence with CEBC® tools.
Are You Ready To Exit Your Business? 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 (20) questions that will provide you with your readiness score? If you answered “yes,” start with the Business Exit Readiness Index™ (BERI™). When finished, you’ll receive a six (6) page Owner’s Report by email (use a personal email if you prefer privacy).
Your answers are only shared with us if you check the box on the first page. We keep your information confidential and do not share it outside our business. If the assessment raises questions and you want to continue the conversation, we can schedule a brief readout and discuss next steps.
START HERE
Business Exit Readiness Index (BERI™)
Ten minutes. Twenty questions. Receive a six-page Owner’s Report with your readiness score.
OPTIONAL
Growth Planning Index (GPI)
Evaluate growth planning readiness to strengthen valuation levers pre-sale.
OPTIONAL
Owner Dependence Index (ODI)
Measure reliance on the owner and identify steps to increase transferability.
We’ll sign an NDA upon request. Your assessment data remains confidential.