Client Intake & Exit Readiness Assessment

Section 1 — Basic Client & Business Information

Please provide your contact and business details below.
Confidentiality & Privacy Statement - Your privacy is our priority. All information provided in this form will be used only by Planned Exit Partners LLC for purposes of your business assessment. No data will be shared with any 3rd parties without your express written consent. You will receive a full copy of the final report generated from this data.
Owner Name
If multiple owners, please include all names and ownership %'s after each name, i.e. John (40%), Jane (60%)
Primary Email Address
example@example.com
Primary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Company Legal Name(s) (please include all entities contemplated)
Primary Company Tax Structure
Company Headquarters (City, State)
Company Website Link
Industry / Sector
Brief description of the business, in your words
Year Founded
Number of Employees
Annual Revenue (most recent full year)
Annual Net Profit (most recent full year)
Annual EBITDA (most recent full year)
EBITDA stands for Earnings Before Interest, Taxes, Depreciation and Amortization expenses.
Does the business own real estate or is real estate owned via a related entity that leases to the business? If so, please provide a brief description of the property.
Please include estimated market value, current debt and terms of lease.
Desired timeline for potential exit or transfer transaction/event?
Are there family members involved in the business? If so, please note relationships.
Please list key management team members in the business and their roles.
Is there an informal or formal succession plan in place? Please discuss if so.
In the last five years have you attempted to sell the business?
What are the top 3 biggest challenges in the business today?
What are the top 3 opportunities for growth or improvement in the business today?
Primary reason/goal for exploring business valuation and/or exit readiness?

Other
If 'Other', please explain your primary reason/goal.
How did you hear about us?
What is the name of your financial/wealth advisor and their firm name?
Feel free to include any additional trusted advisors that you would expect to be included in your business planning.
Is there anything else you’d want us to know about you or your business that was not covered?
Section 2 — Exit Readiness Assessment

Please answer the following questions to help us assess your Company's exit readiness and key valuation dynamics. A copy of the report and resulting score out of 100 possible points will be shared with you.
Which of the following best describes the state of your financial reporting?
Do you or your team consistently prepare an annual budget and/or multi-year forecast?
Describe your revenue and earnings trend over the last 36 months:
Does any one customer account for greater than 15% of your revenues?
Approximately what percentage of your revenue is attributable to your top 10 customers?
At what intervals do you or your team prepare a reconciled income statement and balance sheet?
To what extent are revenues diversified across end-industries or segments?
What is the current state of your market?
To what extent are you reliant on any one key supplier (i.e. high disruption or cost increases likely if lost)?
Rate your confidence in explaining your financial statements, revenue and margin trends to a buyer or lender.

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0 is Not confident, 10 is Extremely confident
Rate the level of competition in your market.

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0 is Low competition, 10 is Highly competitive
Do you hold intellectual property (IP) that is critical to the business?
If yes, please briefly describe the IP.
Do you have a short-list of business KPIs that you routinely report on and monitor?
If yes, please briefly note the key KPIs.
What percentage of revenue is repeat customer work?
What percentage of revenue is based on annual recurring contracts or arrangements vs. new products, projects or services?
Top 3 reasons your customers say they work with you?
How long could you be away from the business and unreachable without operations being materially disrupted?
Do the owner(s) primarily hold the key customer relationships?
If your top 2 to 3 managers (excluding ownership) left the business tomorrow, how would it impact operations?
Describe your technology stack overall:
To what extent is your labor force a constraint on growth?

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To what extent are your facilities or machinery (i.e., capacity) a constraint on growth?

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Are there meaningful facilities, equipment, human capital, or technology investments needed to support the ongoing growth of the business?
If yes, please briefly elaborate.
Are there any past, current, or threatened legal disputes, audits, or regulatory compliance issues?
To what extent are your core business processes (e.g., sales, fulfillment, hiring, product/service delivery, customer service) documented in formal Standard Operating Procedures (SOPs)?
Should be Empty:

Section 1 — Basic Client & Business Information

Section 2 — Exit Readiness Assessment