Formulario Vexit

1

What's your name* Este campo es obligatorio.

Name

Last name

2

Email* Este campo es obligatorio.It's required to send you your results when you are done!

youremail@example.com

3

Phone Number

Código de área

Número de teléfono

4

Company Name

5

How old is the business owner?

Less than 45

Between 45 and 54 years old

Between 55 and 64 years old

More than 65 years old

6

What is your annual volume sell?

Less than $1M

Between $1M and $5M

Between $5M and $10M

More than $10M

7

What is the main reason to look for a transition?Puedes escoger más de una resputas

I'm thinking about retirement

Health issues

I've received offers

I haven't identified any successor

I'd like to explore investment options

8

Do you have audited financial statements from the las 3 years?

Yes, I do!

In process

No

9

Are your key process documented?

Yes, they are

Partially

No

10

Is there any agreements with suppliers, clients or key employees?

Yes, I do

Partially

No

11

Have you identified a successor or a buyer?

Yes, I do

Evaluating

No

12

Is any member of your family or heir involved in the business?

Yes

In process of integration

No

13

This is your scorePress follow to check in what category you're in

14

Review the scores and general insights:

8 – 14 points: Initial Stage – Needs general guidance, financial organization, and basic legal structure. Ideal for the Initial Diagnostic Package.

15 – 21 points: Foundation – Could benefit from process organization and succession planning. Ideal for the Operational Readiness Package.

22 – 27 points: Advanced – Ready to work on sale structuring or business transition. Ideal for the Strategic Support Package.

28+ points: Transition – Only requires targeted support to maximize results. Ideal for the Customized Services Package or Legal/Structural Advisory.