Sell-Side Exit Readiness Tool
Please fill in the survey carefully.
General Information
Name
*
First Name
Last Name
Email
*
example@example.com
Company Name
*
Position
*
Primary Industry
*
Please Select
Pharma & Life Sciences
Chemicals & Manufacturin
Transport & Logistics
Construction & Infrastructure
Energy & Renewables
Shipping & Maritime
Other
When are you considering a strategic exit
*
Please Select
3 months or less
6 months
12 months or more
I agree to receiving relevant follow-up by a ClarityNorth Partners professional (view policies at website)
*
Yes
I agree to the Terms and Conditions and Terms of Use (view polices at website)
*
Yes
Exit Strategy & Rationale
Have you defined and aligned internally on why you want to exit?
*
Please Select
Yes
No
How clear is the strategic rationale you will present to buyers?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Have you considered the ideal buyer universe (strategics, PE, cross-border)?
*
Please Select
Yes
No
To what extent do you have a clear view on all valuation drivers for your business?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Equity Story & Positioning
Can you clearly articulate your company’s competitive advantage in 2–3 points?
*
Please Select
Yes
No
How consistent is your growth narrative with financial performance?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Have you identified risks or weaknesses buyers will challenge and planned responses?
*
Please Select
Yes
No
Do you have customer references or proof points that support your story?
*
Please Select
Yes
No
Financial Preparedness
Are your financials audit-ready and easily separated (if part of a group)?
*
Please Select
Yes
No
How reliable and clean are your financial forecasts?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Do you have robust working capital analysis and bridge to free cash flow?
*
Please Select
Yes
No
How quickly can you provide standard data room documents (QofE, balance sheets, etc.)?
*
Please Select
<2 weeks
2–4 weeks
1–2 months
Longer
Commercial Preparedness
Do you have a clear view of customer concentration and retention metrics?
*
Please Select
Yes
No
Have you identified potential commercial red flags (churn, contracts expiring, dependencies)?
*
Please Select
Yes
No
How well can you evidence your growth opportunities (new markets, products, pipeline)?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Do you have a CRM or equivalent system to extract reliable customer data?
*
Please Select
Yes
No
Operations & Technology
Have you mapped key operational processes critical to value delivery?
*
Please Select
Yes
No
How scalable are operations to support buyer growth assumptions?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Do you have documented IT systems architecture and vendor contracts?
*
Please Select
Yes
No
How exposed is the business to operational bottlenecks or single points of failure?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
People & Leadership
Is your leadership team aligned on the exit process and roles in it?
*
Please Select
Yes
No
Have you assessed key person dependencies and retention risks?
*
Please Select
Yes
No
How strong is your second layer of management (bench strength)?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Do you have incentive or retention plans ready to communicate to buyers?
*
Please Select
Yes
No
Legal, Compliance & ESG
Do you have all material contracts organized and summarized?
*
Please Select
Yes
No
Are there any pending disputes or litigations documented and framed?
*
Please Select
Yes
No
How clear is your IP ownership, licensing, or regulatory standing?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Have you identified ESG risks or strengths that buyers will evaluate?
*
Please Select
Yes
No
Exit Process Readiness & Complexity
Do you have an internal exit team or project manager assigned?
*
Please Select
Yes
No
Have you prepared draft materials (Teaser, CIM, Mgmt Presentation)?
*
Please Select
Yes
No
How ready is your data room (structure, indexing, key documents uploaded)?
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Have you stress-tested your business against typical buyer DD questions?
*
Please Select
Yes
No
How complex do you assess your exit readiness overall?
*
Please Select
Low
Medium
High
Exit Complexity Profile
Geography
Please Select
Domestic
Multi-Country
Global
Deal Size (Approximately)
Please Select
Under $50M
$50M-$250M
$250M-$1B
Over $1B
Not disclosed
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