Exit Readiness Assessment | See Where You Stand

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.

Confidential

Your answers stay in your browser — they’re never sent to us or anyone else.

No pressure

Just honest answers to move your business forward. No email required.

Immediate score

Your results and next steps as soon as you finish.

Your Next 3 Moves

Small steps now create options later. Start with your weakest pillar.

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

See where you stand.

If you took three weeks off — no phone, no email, no checking in — what happens on the job site, the shop floor, or in the office?

Think about your top 5 accounts or contracts. How many of them have a real relationship with someone on your team besides you?

If your best project manager, shop lead, or senior person quit tomorrow, how long before the wheels come off?

Could a new hire follow your estimating process, your sales process, or your production workflow without shadowing you for months?

When a customer issue blows up, a bid needs to go out fast, or a key hire needs to be made — who makes the call?

Your bank asks for updated financials — two years of monthly P&Ls in Excel and a current balance sheet. How fast can you get that out the door?

Where does your next big job or contract actually come from?

Do you know which jobs, clients, or service lines actually make you money?

What’s the real reason you haven’t made a plan for what’s next — whether that’s selling, stepping back, or just getting your weekends back?

Your results

Your score by the 3 Pillars

Your Next 3 Moves

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