Plan today. Protect tomorrow.
See where you stand.
Nine questions. A few honest minutes. This won’t tell you what your business is worth — but it will show you where the risk is and what a buyer would see when they look under the hood.
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Confidential
Your answers stay in your browser.
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No pressure
Just honest answers to move your business forward. No email required.
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Immediate score
Your results and next steps as soon as you finish.
Your privacy is important. Answers are used to calculate your results right here on this page — they’re never sent, stored, or shared unless you choose to request your written Readiness Brief.
Exit Readiness Assessment
Assessment Results
Your results
0 out of 100 High risk
Your score by the 3 Pillars
Your Readiness Brief
Want this in writing?
I’ll put your results on one page — your score, what it means, and your three moves.
Personally — your answers travel with the request so the Brief is about your business. No sequences, no spam. Your information is confidential and never shared.
Your Next 3 Moves
Small steps now create options later. Start with your weakest pillar.
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Get your top relationships off your desk
Pick your top five accounts and put a second name from your team in front of each one — so the relationship, and the revenue, doesn’t leave when you do.
Read: Your Top Clients Know Your Name, Not Your Company’s. Here’s Why That’s a Problem. -
Make your numbers speak without you
Get monthly P&Ls current and learn your gross profit by service line — the first two things every buyer, banker, and due-diligence list asks for.
Read: Do You Actually Know Your Gross Profit by Service Line? -
Document and delegate one critical process
Take the process that depends on you most, write it down, and hand it to a named owner on your team. Then do the next one.
Read: How to Document Your Processes Without Losing Your Mind
Recommended for You
Chosen from your weakest pillars.
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Revenue Not Built on You
Your Top Clients Know Your Name, Not Your Company’s. Here’s Why That’s a Problem. -
Revenue Not Built on You
The Complete Guide to Building a Sales Pipeline That Doesn’t Depend on You -
Revenue Not Built on You
How to Build a Sales Team When You’ve Always Been the Rainmaker -
Numbers That Speak to You
Do You Actually Know Your Gross Profit by Service Line? -
Numbers That Speak to You
Cleaning Up Your Financials: What to Fix 12–18 Months Before a Sale -
Numbers That Speak to You
What EBITDA Actually Means for a $2M–$20M Business Owner -
Systems That Work
How to Document Your Processes Without Losing Your Mind -
Systems That Work
Building a Leadership Bench When You’ve Always Been the One in Charge -
Systems That Work
If You Got Hit by a Bus Tomorrow, Would Your Business Survive the Week?
Answered in a hurry?
Common questions
Questions Owners Ask
What is an exit readiness assessment?
An exit readiness assessment measures how prepared a business is to change hands — through a sale to an outside buyer, an employee or ESOP transition, or a family succession. It examines how dependent the business is on its owner, how clearly the financials tell the story on their own, and whether operations run on documented systems rather than one person’s memory. The result shows where a buyer or successor would see risk, and what to strengthen first.
How is exit readiness different from a business valuation?
A valuation estimates what a business is worth today. An exit readiness assessment shows why — and where value is being held back. Two businesses with identical earnings can sell for very different multiples depending on owner dependence, customer concentration, and the quality of their records. Readiness work changes those factors; a valuation only reports them.
How long does the assessment take, and what do I get?
Nine multiple-choice questions, usually two to three minutes. You get a Readiness Score out of 100, a score for each of the three pillars buyers weigh — revenue, financials, and operations — and your next three moves, each linked to an article that shows you how to act on it. Results appear immediately on this page.
Do I need to share my email or financial statements to see my results?
No. Your answers stay in your browser, and the score is calculated on this page — no email address, no documents, no follow-up sequence. Information leaves the page only if you choose to request the written Readiness Brief, which sends your results along with your name and email.
When should I start exit planning?
Three to five years before you want to exit, if you can. The changes that most affect the outcome — reducing owner dependence, diversifying customers, cleaning up financials — typically take 12 to 24 months to show results. Most owners wait longer than that: the Exit Planning Institute’s 2025 State of Owner Readiness report found that only 13 percent of owners have a formal exit plan.