Deal Readiness Assessment
Know exactly where
your business stands.
A 45-minute conversation that produces a verified Deal Readiness Score and a buyer-ready playbook. Get your score in 24 hours.
The Five Pillars
What we measure.
01
25%Financial Clarity
Revenue trends, EBITDA, owner compensation adjustments, and working capital requirements — structured for buyer review.
02
20%Operational Independence
Documented processes, key personnel, vendor relationships, and the degree to which the business runs without you.
03
15%Customer Defensibility
Concentration risk, contract terms, retention rates, and the strength of your customer relationships.
04
20%Market Position
Competitive advantages, pricing power, barriers to entry, and your position within the industry landscape.
05
20%Transition Readiness
Management depth, knowledge transfer plan, earnout alignment, and the owner's role post-close.
Start Here
Your assessment begins.
Answer questions across all five pillars. Be specific — the more detail you provide, the more valuable your score.
Section 1 of 5
20% complete
After Your Assessment
What you get.
Deal Readiness Score
A single number (0–100) that tells you, your broker, and prospective buyers exactly where your business stands.
Buyer-Ready Playbook
A formatted document that answers every question a buyer will ask — structured across all five pillars.
Gap Analysis
Specific recommendations on which pillars to strengthen before going to market to maximize valuation.
Questions
Frequently asked.
How long does the assessment take?
The interview takes 45 minutes. You'll receive your Deal Readiness Score and executive summary within 24 hours.
What if my score is low?
A lower score tells you exactly where to focus before going to market. Our gap analysis provides specific recommendations for each pillar.
Can I retake the assessment?
Yes. Many owners retake it after addressing gaps to see improvement. Retest pricing is available.
Is my information confidential?
Absolutely. Your assessment data is encrypted and only shared with your broker or advisors if you choose to do so.
What if I'm not ready to sell yet?
The assessment is valuable even if you're not selling immediately. It shows you what to work on to maximize future valuation.
Do I need a broker to take the assessment?
No. You can take it independently. If you have a broker, they can access your results in their dashboard.