Company Info

Years in Business

Entity Type

Industry

Employee Count

Current Annual EBITDA

$

Annual Revenue

$

Succession Landscape

Exit Reason

Exit Timeline

Exit Type Desire

Preferred Buyer

Exit Options Understanding

Personal Outcomes Clarity

Market Timing Understanding

Post Exit Financial Plan

Emotional Impact Plan

Financial Records Prep

Financial Accuracy / GAAP

KPI Clarity

Debt Management Plan

Working Capital Analysis

Cost Structure & Profitability

Forecast Clarity

Business Valuation

Business Valuation Status

Business Value / Outcome Comparison

Business Valuation Strategic Plan

Prepare The People

Identifying Key Personnel

Team Empowerment

Dashboard & Metrics

Retention Strategy

Culture Strength

Operational Systems

Scalability

Asset Capacity

Upgrades Plan

Tech Stack

Vendor Relations

Maintenance Systems

Training & Support

Legal & Regulatory

Will & Trust

Corporate Records

Contracts & Agreements

Licenses & Permits

Intellectual Property

Employment Law

Tax Compliance

Environmental Regulations

Legal Claims

Data Privacy & Security