Exit Readiness Scorecard

How ready is your business to sell?

Twelve questions, about three minutes. You will get a score out of 100, a breakdown across the four things buyers actually price, and the specific items pulling your number down. No financial statements, no tax returns, nothing to upload.

0 of 12 answered

1How would you describe your financial records?
2Have you identified and documented your owner addbacks — personal expenses, above-market salary, one-time costs?
3Are your California state tax filings — sales, payroll and income — current, with no open audits?
4If you were unreachable for 30 days, what would happen to the business?
5Is there a management team or a clear second-in-command who could run day-to-day operations?
6Are your core operating processes documented?
7What share of revenue comes from your single largest customer?
8How much of your revenue is recurring or under contract?
9What has revenue done over the last three years?
10Do you have a defensible view of what your business is worth?
11If you own the building your business operates from, have you decided whether it is part of the sale?
12Have you reviewed worker classification and wage-and-hour practices against California requirements?