Take Control of Your Exit With an Exit Readiness Assessment

Are you in the planning stages of selling your business? Our 10-minute Exit Readiness Assessment will help you determine your company's preparedness for a sale transaction by evaluating four key components of your business. By focusing on these areas, you can maximize the amount a buyer is willing to pay for your business.

Rest assured, there's no need to share any financial information, and any information you provide will be kept completely confidential. This quick assessment provides valuable insights into your company’s potential for a successful exit.

Complete the Assessment

Answer a few questions about your business to gauge its overall readiness for a successful exit. We’ll evaluate four critical components: governance, financial health, market & industry position, and customer relationships.

Discover Your Business's Readiness

After submitting your answers, you will immediately learn whether your business is Ready, Almost Ready, or Not Ready for a sale transaction.

Start Making Improvements

Provide your email address, and we’ll send you a customized report outlining actionable steps to maximize returns from the sale of your business.

Know That We Can Help

No matter where your company stands in its journey, our team is equipped to offer solutions that will help you take the next step.

What's in the Assessment

If you are thinking about taking the Exit Readiness Assessment but are curious to see the questions first, here's what you can expect:

GOVERNANCE

• What type of business is your company?
  
• Do you have a board of directors with independent members?
  
• Will the company thrive in your absence?
  
• Do you meet regularly with your management team to discuss company performance?
  
• Are there pending legal claims against the business that would prohibit the sale?
  

FINANCIAL

• What is the level of annual financial statement preparation?
  
• Does your company prepare monthly financial statements?
  
• Does your company prepare an annual budget?
  
• Do you have a business plan?
  
• Is your business capital-intensive?
  
• Do you understand the value range of your business?
  

MARKET & INDUSTRY

• Is your company well-known in the industry?
  
• Is your business growing faster than the industry?
  
• Do you have a positive outlook for your industry for the next 5 years?
  
• Are there barriers to entry in your business/industry (patents, intellectual property, etc)?
  
• Is your industry highly fragmented? 

CUSTOMERS

• Is most of your revenue from recurring revenue?
  
• Has your customer retention for the last five years been high?
  
• Why do customers buy from you? (Choose all that apply.)
  
• Do you have any customer concentration issues?
  
• Are any key customer contracts assignable?

MORE ABOUT YOU – Optional Questions

The following questions are optional and can help us provide you with additional insights about your business.  The answers to these questions are not used to calculate your readiness score. 

• What is your business' industry?
  
• What do you do? (choose all that apply)
  
• What is the range of your business' annual revenue?
  
• What is the range of your business' EBITDA?
  
• How many employees does your business have?
  

Next Steps

Completing this assessment will give you valuable insights into your company's potential for a successful exit. However, keep in mind that it provides a snapshot of your business and may not encompass all factors relevant to your specific situation. For a comprehensive evaluation, consider consulting with a qualified investment banker or valuation expert, like PCE.

Are you ready to assess your company's exit readiness?