Free planning tool · The Exit journey
The Exit Readiness Checklist.
What to strengthen before you sell, even if your exit is years away. Look at the business through a buyer’s eyes, find the gaps that matter, and finish with three priorities and a 90-day route.
What’s inside
Your destination, then five areas.
An exit readiness checklist is a self-scored assessment of how prepared a business is to be sold or transferred. This one covers ten statements in each of five areas (financial visibility, owner independence, operational transferability, revenue durability, and legal readiness) and turns your scores into three priorities and a 90-day route.
What do you want the exit to make possible?
An exit is a transition, not just a transaction. A working destination (timeline, transition type, what matters most) is enough to guide today’s decisions.
5 minutes
Can someone understand how the business really performs?
Ten self-scored statements on financial visibility: the reporting a buyer has to trust before they value anything.
5 minutes
What stops when you step away?
Owner independence, tested honestly, plus a dependency map that shows where the business still runs through you.
5 minutes
Can it transfer, and what could surprise a buyer?
Operational transferability, revenue durability and concentration, and the legal, tax, and documentation issues that turn into leverage if a buyer finds them first.
8 minutes
My Exit Readiness Route
Prioritize the gaps on an impact-and-urgency map, commit to three priorities, and put the whole thing on one page you can share, or bring to a call.
The output
Finished the checklist and want to talk through what it surfaced?
Book a 20-minute call →Good to know
Questions owners ask
What is the Exit Readiness Checklist?
A free self-scored PDF that helps a business owner see their company through a buyer's eyes. You score ten statements in each of five areas, find your strongest and weakest, and finish with three priorities and a 90-day route. It takes about 30 minutes.
When should I start exit planning?
Years before any sale — and ideally before you're sure you want to sell. The things that make a business transferable, like owner independence, clean financials, and durable revenue, take time to build. They also make the business stronger and easier to run even if you never exit.
What are the five areas it scores?
Financial visibility, owner independence, operational transferability, revenue durability, and legal and documentation readiness — the same broad areas a buyer's diligence team examines.
Do I need my accountant or lawyer to complete it?
No. It's scored entirely from your own knowledge of the business. The finished checklist shows you where a conversation with an advisor would be worth having.
What if I score low?
That's the checklist doing its job. Finding a weak area now, on your own timetable, is far better than a buyer finding it during diligence. The closing pages turn your lowest scores into a short list of priorities.
Is it free? What do you do with my email?
Yes, free. Your email is used to send the download link and occasionally to share new planning tools, with an unsubscribe link in every message.