Owner Readiness Self-Assessment

How ready are you for an exit?

Eighteen questions across four dimensions of readiness. Your composite score and a plain-English read on what to work on first. For owners who want an honest mirror, not a sales qualifier.

5 minutes 18 questions Free
Financial Readiness
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Scoring your assessment

Your Readiness Score
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Readiness by dimension

How this tool works This is a self-reflection diagnostic, not a verdict. Readiness is dynamic. The score you see is a snapshot of today, and almost every dimension is something an owner can improve with specific work over 12 to 24 months. The interpretations above are observational, drawn from patterns our team sees in owner conversations, not statistical claims. If you want to walk your result with someone who does this week in and week out, the link to request that is at the bottom of this page.

Have Erik's team review your situation confidentially

A 20-minute call. No cost. Erik Pettine is a licensed advisor; his team walks owners through readiness gaps every week.

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Readiness is a snapshot of today, not a prediction. This tool is educational and is not investment, tax, or legal advice.