Personal Readiness Scorecard

Are you personally ready to step away?

Eleven questions on the part of exit planning most owners skip: yourself. Your plan, your income, your advisors, your family.

3 minutes 11 questions Free
Section 1 of 4 — Operations
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Your Personal Readiness Score
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Weakest factors (focus here first)

    Strongest factors (your selling points)

      Now look at the business side

      The personal side is half the equation. The Business Readiness Scorecard covers the other half: your company's preparation for sale.

      Estimate based on your self-rated inputs. A formal pre-sale assessment by a credentialed advisor is recommended before going to market. This is not investment, tax, or legal advice.