Assessment Tool

Interactive Sellability Checklist

Assess Your Exit Readiness

Comprehensive business assessment tool to evaluate your exit readiness across all critical areas. Track progress, identify gaps, and get action recommendations before buyers arrive.

Assessment Areas

Evaluate your business across the dimensions that matter most to buyers.

Financial Health & Reporting

Clean P&L, reconciled accounts, GAAP compliance, accurate revenue recognition, and audit-ready financials.

Operational Maturity

Documented processes, management team depth, systems & technology stack, and reduced owner dependency.

Legal & IP Documentation

Corporate docs, IP filings, customer contracts, employment agreements, and compliance verification.

Customer Concentration

Revenue diversification, retention metrics, contract terms, and customer relationship transferability.

Interactive Features

Coming soon: A powerful interactive assessment tool.

Progress tracking with localStorage
Sellability score calculation
Gap identification by category
Action recommendations
Saved progress across sessions
Exportable assessment report

Download PDF Version (Available Now)

While we build the interactive version, you can download the comprehensive PDF checklist covering all assessment areas. Use it to evaluate your business readiness today.

Download PDF Checklist

Interactive Version Coming Soon

We're building an interactive assessment tool with progress tracking, sellability scoring, and personalized recommendations. Check back soon or book a consultation to discuss your exit readiness.