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Exit Readiness Scorecard

A free, 5-minute self-assessment across nine dimensions. You leave with readiness scores, risk flags, and a prioritized action list — no documents required, no obligation to continue.

What it is

Know where you stand — in five minutes.

The Scorecard is the same nine-dimension framework we use to scope full engagements, distilled into a quick self-assessment. It's free because most owners discover they need a Business Value Report before they'd take it. We'd rather you know early.

The nine dimensions
  • Financial
  • Operations
  • Customer base
  • Team & leadership
  • Legal & contracts
  • Tax structure
  • Market position
  • Owner dependence
  • Risk & concentration
What you'll receive
01
Readiness Scorecard
A weighted score across the nine dimensions, with breakdown by sub-factor.
02
Risk Flags
Specific issues that buyers will price against, ranked by severity.
03
Priority Actions
A prioritized list of what would move the multiple, in plain language.
04
Next-Step Map
Whether a Business Value Report, Value Acceleration Plan, or "wait 12 months" is the right call.
How it works
  1. 01
    You answer.

    Multiple-choice questions across the nine dimensions. About 5 minutes.

  2. 02
    We score.

    Weighted against our benchmark dataset of $2M–$30M lower-middle-market businesses.

  3. 03
    You receive.

    Your Exit Readiness Scores appear on screen the moment you submit, plus an optional 20-minute review call.

Honest framing

The Scorecard is a starting point, not a substitute for a Business Value Report. It tells you whether you're ready to invest in the full process — and where to begin if not. About one in three Scorecards concludes with "wait 12 months and re-test." That's a successful outcome too.

Begin the assessment

Take the Scorecard.

Multiple-choice questions across the nine dimensions. About 5 minutes. Your responses are confidential and never shared without your permission.