Exit Readiness

Would a buyer pay full price for your business?

Twelve questions on the things buyers actually diligence: whether the company runs without you, whether the revenue is durable, and whether the records hold up. There are no right answers, just pick what is true today. You will see your score and the gaps behind it as soon as you finish, and everything you share is encrypted, stored securely, and never sold or shared with anyone outside my firm.

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The Scorecard

Answer all twelve questions. Choose the response that is true today, not the one you are working toward.

Question 1

If you stepped away from the business entirely for 90 days, what would happen to revenue?

Essentially unchanged. The team runs itA dip, then it recovers without meIt would drop hard and stay downThe business would not survive it

Question 2

If you left, who runs the company on Monday morning?

A named successor who already does most of itA capable team, though nobody is clearly in chargeSomeone would have to be promoted in a hurryNobody. It is me

Question 3

What share of revenue comes from your largest customer?

Under 10%10% to 25%25% to 40%More than 40%

Question 4

How much of next year's revenue is already contracted or recurring?

Most of it, under contract or subscriptionAbout half, with reliable repeat customersSome repeat business, but we rebuild each yearWe start from zero every January

Question 5

Who owns the customer relationships?

The company. Customers deal with the teamMostly the team, with me on the big accountsMostly me, with the team supportingMe. They buy because of me

Question 6

What shape are your financial statements in?

Audited or reviewed by a CPA, accrual basisCPA-prepared and clean, but compiled onlyBookkeeper-maintained, cash basis, some personal expenses mixed inThey would need real work before anyone saw them

Question 7

If a new manager started tomorrow, what would they have to learn from?

Written processes the team actually followsPartial documentation, plus shadowingMostly shadowing and asking questionsIt is all in my head

Question 8

What keeps your most important employees from leaving after a sale?

Retention agreements or equity tied to stayingStrong pay and a good culture, nothing in writingLoyalty to me personallyNothing, and I expect some would go

Question 9

Would your key customer and supplier contracts transfer to a buyer?

Yes, they are written and assignableMostly, though a few would need consentUnsure. We have not lookedMany are handshake arrangements

Question 10

What does a buyer see when they look at the last three years?

Consistent growth with a credible plan for moreSteady and profitable, growing slowlyFlat, or up and downDeclining, or too volatile to read

Question 11

How clearly can you separate business assets from personal ones?

Completely. Nothing personal sits in the companyMostly, with one or two known itemsThere is real overlap to untangleVehicles, property or family payroll are mixed in

Question 12

If the money were right and the sale closed next quarter, what would you do the following Monday?

I know exactly, and I am looking forward to itI have a rough idea and I am working on itI have not really thought past the closingHonestly, that question worries me most

Your information goes directly into our client records and is not shared with anyone outside the firm. This scorecard is an educational tool that reflects your own answers about your business. It is not a valuation, an appraisal, an offer, or investment, tax or legal advice, and it is not a recommendation to buy, sell or hold any business or security.

Would a buyer pay full price for your business?

Here is where your business stands today.