Business exit readiness assessment
Choose where you are in the transition, then answer eight direct questions. The assessment identifies where your options may be most exposed and gives a first action suited to your timing.
Eight questions
Choose the honest answer, not the aspirational one. The result identifies a starting priority—not a grade.
Answer all eight questions to reveal the first issue that may be limiting transition options.
Illustrative educational tool only. The arithmetic is internally consistent with the assumptions you enter, but it is not a valuation, tax return calculation, legal opinion, investment recommendation, or guarantee. Asset allocation, tax basis, depreciation recapture, entity type, installment payments, federal surtaxes, state residence and sourcing, transaction adjustments, and other facts may materially change the result. Review the assumptions with the appropriate professionals.
Readiness is broader than value
A transaction can be weakened by owner dependence, concentrated revenue, thin leadership, unclear financial evidence, family disagreement, or a personal outcome that was never modeled. These risks interact; they should not be managed as unrelated projects.
What comes next
The strongest readiness work creates proof: management operating without the owner, reliable reporting, durable customer relationships, documented processes, aligned stakeholders, and a personal independence target grounded in actual spending and assets.
Build the complete picture
The Owner Journey connects business economics, readiness, family priorities, and the question still unresolved.