Misty forest path receding into tall trees
FREE EXIT READINESS ASSESSMENT

Exit Readiness Assessment

Twenty scored questions across five areas that can influence buyer confidence, diligence, and transaction readiness. It takes about five minutes, and you get an immediate score, a category breakdown, and a recommended next step.

What the assessment covers

Financial Quality & Reporting

Assess the strength, consistency, and reliability of your financial performance and reporting

4 questions

Revenue Quality & Customer Risk

Understand how customer concentration, recurring revenue, and relationship dependency may affect buyer confidence.

4 questions

Owner & Management Dependence

Evaluate how well the business can operate without relying heavily on the owner or a small number of key people.

4 questions

Growth & Market Position

Review the strength of your growth outlook, competitive position, and future opportunity.

4 questions

Operational & Transaction Readiness

Measure how prepared your business is to handle buyer diligence and a potential transaction process.

4 questions

Scoring is out of 100 points. The final four questions are optional and help us understand your situation so we can tailor any follow-up. Nothing is shared outside Elevate Advisory Services.

This assessment is intended as a general educational and planning tool based solely on the information provided by the participant. It is not a valuation, fairness opinion, legal, tax, accounting, investment or transaction recommendation. Results do not predict the value or saleability of a business. Owners should consult qualified professional advisers regarding their specific circumstances.