Business Sale Readiness Self Assessment Quiz
Is Your Business Sale-Ready? Take 2 minutes to find out what could be holding your business back from a successful exit. Please enter your email address to receive the results and recommendations.
Email
*
example@example.com
Your Name
*
First Name
Last Name
Question 1: How would you describe the state of your financial records for the last 3 years and Year To Date?
*
Clean, accurate, and reconciled — I could hand them to a buyer today and buyers would not have many questions
Mostly okay, but they could use a cleanup or update and would require explanation to buyers
Messy or unclear — I’d need help getting them buyer-ready
Question 2: Can your business operate without your involvement for 4+ weeks?
*
Yes — my team runs everything
Kind of — but I’d still need to be involved
No — I’m essential to the daily running
Question 3: Are your processes documented and your systems streamlined?
*
Yes — we use tools and SOPs to keep things consistent and everyone knows to follow them
Some are, but not everything is clear or efficient and they aren't followed all the time
No — most of it is in my head or run manually, I tell my staff what and how to do verbally or show them
Question 4: If a buyer looked at your business today, how confident are you they’d see value?
*
Very confident — it’s well positioned, low risk, has a strong team running it and clearly profitable
Somewhat — but I’m not sure it’s being presented right and obvious why it's a great buy
Not very confident — it might raise more questions, require lots of explanation and may scare buyers away
Question 5: Do you have a sale pack, Investment Memorandum, or business overview ready to go?
*
Yes — it’s complete and up-to-date and represents the value opportunity clearly and accurately
Yes, but it's not that great and I need a new one
No — I don’t have any of that in place
Question 6: Are you currently working with a broker?
*
Yes – I’m working with a broker and I’m pretty happy with them
No – I prefer to manage it myself
I have/had a broker but it hasn't worked out/ or It Isn't working out
Question 7: How much time can you realistically dedicate to the sale process each week, and how quickly do you respond to buyer interest or broker updates?
*
At least 1 hour a day, or whatever it takes. I plan to respond same day or within hours wherever possible.
Maybe 2–3 hours a week. I’ll do my best, but need 24–48 hours for most responses.
I didn’t plan to spend much time on this. I’m not sure how quickly I can respond.
Total Score
Submit
Should be Empty: