Exit Readiness Quiz
Contact Information
Name
*
First Name
Last Name
Email
*
example@example.com
Company Name
Website
Questionnaire
1. Size - What is your company’s annual revenue?
*
Under $5M
$5M-$10M
$10M-$25M
$25M+
2. Profitability - Is your business currently profitable (EBITDA)?
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No, we’re breaking even or losing money
Barely profitable (1–5% margins)
Yes, with healthy margins (10–20%)
Yes, consistently strong profits (>20%)
3. Financial Reporting - How would you describe your financial reporting?
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Basic QuickBooks, minimal reporting
Reviewed by a CPA but no formal statements
GAAP-compliant with internal controls
Audited financials and monthly dashboards
4. Team and Talent - Do you have a leadership team in place beyond yourself?
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No, I make nearly all decisions
A few department heads, but not independent
Yes, strong second layer of management
5. Customer Concentration - Does any single customer account for more than 20% of revenue?
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Yes, over 50%
20–50%
No, well-diversified customer base
6. Scalability - How scalable is your business model?
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Very limited, we’re tied to manual labor or location
Somewhat scalable, with constraints
Highly scalable with infrastructure in place
7. Competitive Advantage - How defensible is your company’s position in the market?
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No clear advantage
We compete on price or speed
We have strong brand, IP, or long-term contracts
8. Growth Strategy - Do you have a clear growth strategy?
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No formal strategy
Some ideas, but not documented
Yes, with goals and KPIs in place
9. Owner Dependency - How dependent is the business on you personally?
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Very—customers and staff rely heavily on me
Somewhat—I’m involved in major decisions
Not very—the business runs well without me
10. Exit Timeline - When do you want to explore a partial or full sale?
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Not sure / just curious
In 2–3 years
Within the next 12 months
Your Score
Readiness Level
Submit
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