Is your business ready for a premium exit?
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❓The Questions (15)
Each Question Has 4 Choices
Scoring 0-3 Points
How confident are you in your current valuation?
- No clue where to start (0)
- Ballpark guess (1)
- Professionally appraised once (2)
- Regularly updated and backed by clean financials (3)
- No elements found. Consider changing the search query.
- List is empty.
How diversified is your revenue?
- One main client/source (0)
- 2–3 large clients (1)
- 4+ clients but lopsided (2)
- Diversified, recurring, low-risk (3)
- No elements found. Consider changing the search query.
- List is empty.
How clean and accurate are your financial records?
- A mess (0)
- We have a bookkeeper (1)
- CPA-reviewed, but could be cleaner (2)
- GAAP-compliant and investor-ready (3)
- No elements found. Consider changing the search query.
- List is empty.
How strong are your profit margins?
- Below 10% (0)
- 10–15% (1)
- 15–20% (2)
- 20%+ and stable (3)
- No elements found. Consider changing the search query.
- List is empty.
Have you identified potential buyers or investor types?
- No idea (0)
- A few possibilities (1)
- Some conversations started (2)
- Yes, clear buyer avatar and outreach plan (3)
- No elements found. Consider changing the search query.
- List is empty.
Have you already started planning your exit?
- Not at all (0)
- Vaguely (1)
- Informal plan in place (2)
- Yes, documented and strategic (3)
- No elements found. Consider changing the search query.
- List is empty.
Do you have a strong brand or moat?
- We rely mostly on referrals (0)
- We’re known in our niche (1)
- Clear brand, online presence (2)
- Unique positioning + loyal client base (3)
- No elements found. Consider changing the search query.
- List is empty.
Is your business dependent on you?
- Completely (0)
- I still wear most hats (1)
- Somewhat – team handles operations (2)
- Business runs without me daily (3)
- No elements found. Consider changing the search query.
- List is empty.
I have a tax-minimized strategy in place (3)
- Not at all (0)
- I’ve heard horror stories (1)
- I’ve asked my CPA (2)
- I have a tax-minimized strategy in place (3)
- No elements found. Consider changing the search query.
- List is empty.
Are you clear on how to double your valuation?
- No idea (0)
- I think we can grow (1)
- I know what to fix (2)
- I have a plan and KPIs tracking it (3)
- No elements found. Consider changing the search query.
- List is empty.
Is your team ready to scale or transition?
- Definitely not (0)
- Some are, most aren’t (1)
- Mostly ready, a few gaps (2)
- Yes, documented roles and SOPs (3)
- No elements found. Consider changing the search query.
- List is empty.
Are your systems and processes documented?
- Not really (0)
- We have some SOPs (1)
- We use a mix of tools/docs (2)
- Fully documented, automated, and scalable (3)
- No elements found. Consider changing the search query.
- List is empty.
How familiar are you with the process of selling a business?
- I wouldn’t know where to start (0)
- I’ve looked into it, but it’s still foggy (1)
- I’ve talked to a broker or advisor before (2)
- I understand the steps and feel pretty prepared (3)
- No elements found. Consider changing the search query.
- List is empty.
Are you emotionally ready to exit?
- Not even close (0)
- Torn but curious (1)
- Excited but anxious (2)
- Mentally and emotionally prepared (3)
- No elements found. Consider changing the search query.
- List is empty.
Do you have a post-exit vision?
- Nope (0)
- Kind of (1)
- A few ideas (2)
- Yes, with purpose and clarity (3)
- No elements found. Consider changing the search query.
- List is empty.
Have you worked with advisors before?
- Never (0)
- Only tax/accounting (1)
- Yes, on some strategy (2)
- Yes, exit or M&A-specific (3)
- No elements found. Consider changing the search query.
- List is empty.
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