Your company is an asset. Is it ready for a transition?
Measure your business and personal readiness against the nine dimensions professional buyers use to value SMBs. Get a personalized gap analysis in under five minutes.
From a 5-minute snapshot to a full transition.
Every step is free for business owners. Bring in an advisor whenever the work gets heavier.
Diagnostic
A high-level snapshot of where you stand across nine dimensions.
Readiness plan
A prioritized roadmap to close the gaps that lower your value.
Exit plan
Valuation, deal structure, fiscal strategy and buyer readiness.
Transition
Identity, lifestyle and the first chapter of what comes next.
Diagnostic
A high-level snapshot of where you stand across nine dimensions.
Readiness plan
A prioritized roadmap to close the gaps that lower your value.
Exit plan
Valuation, deal structure, fiscal strategy and buyer readiness.
Transition
Identity, lifestyle and the first chapter of what comes next.
A snapshot today, a roadmap when you're ready.
The assessment is a starting point. The deeper exit readiness and planning work begins after.
The 5-minute diagnostic
- Your readiness score across nine dimensions
- Your archetype and where you sit on the runway
- Your top three priorities to tackle first
- An AI advisor to discuss your results
The full readiness & exit plan
- A quarter-by-quarter roadmap to close every gap
- Owner identity, lifestyle and post-exit planning
- Valuation modeling, fiscal and deal structuring
- Buyer readiness, narrative and process preparation
Exit readiness and exit planning are always free for business owners. The advisor service is optional.