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.
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I agree that my data is confidential and will be used for internal assessment only.
Owner Name
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If multiple owners, please include all names and ownership %'s after each name, i.e. John (40%), Jane (60%)
Primary Email Address
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example@example.com
Primary Phone Number
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Please enter a valid phone number.
Company Legal Name(s) (please include all entities contemplated)
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Primary Company Tax Structure
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Please Select
S-Corp
C-Corp
Limited Partnership
LLC – Taxed as S-Corp
LLC – Taxed as Partnership
Other
Company Headquarters (City, State)
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Company Website Link
Industry / Sector
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Brief description of the business, in your words
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Year Founded
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Number of Employees
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Annual Revenue (most recent full year)
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Annual Net Profit (most recent full year)
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Annual EBITDA (most recent full year)
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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?
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Please Select
0-6 months
6 months to 1 year
1-3 years
3+ years
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?
Yes
No
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?
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General Financial Planning
Preparing for an Exit
Identifying Value Enhancements
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?
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Audited or reviewed by a 3rd party CPA for the last 3 years.
Compilation by a 3rd party CPA for the last 3 years.
Internally generated via accounting software (QuickBooks, etc.) with regular reconciliations.
Mostly tracked via bank statements and tax return reporting at year-end.
Do you or your team consistently prepare an annual budget and/or multi-year forecast?
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Yes
No
Describe your revenue and earnings trend over the last 36 months:
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Consistent year-over-year growth in both revenue and profit.
Flat or stable revenue with consistent profit.
Declining revenue or highly volatile profitability.
Does any one customer account for greater than 15% of your revenues?
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Yes
No
Approximately what percentage of your revenue is attributable to your top 10 customers?
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Greater than 50%
Less than 50%
At what intervals do you or your team prepare a reconciled income statement and balance sheet?
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Monthly
Quarterly
Annually
To what extent are revenues diversified across end-industries or segments?
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Minimally Diversified
Moderately Diversified
Highly Diversified
What is the current state of your market?
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High Growth: We are in a growing and fruitful market.
Stable Growth: We are in a stable market and fighting for share.
Declining Growth: We are in a shrinking or actively disrupted market.
To what extent are you reliant on any one key supplier (i.e. high disruption or cost increases likely if lost)?
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Low Reliance, many substitutes
Moderate Reliance
High Reliance, but viable substitutes
High Reliance, minimal viable substitutes
Rate your confidence in explaining your financial statements, revenue and margin trends to a buyer or lender.
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Not confident
0
1
2
3
4
5
6
7
8
9
Extremely confident
10
0 is Not confident, 10 is Extremely confident
Rate the level of competition in your market.
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Low competition
0
1
2
3
4
5
6
7
8
9
Highly competitive
10
0 is Low competition, 10 is Highly competitive
Do you hold intellectual property (IP) that is critical to the business?
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Yes
No
If yes, please briefly describe the IP.
Do you have a short-list of business KPIs that you routinely report on and monitor?
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Yes
No
If yes, please briefly note the key KPIs.
What percentage of revenue is repeat customer work?
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0% to 25%
26% to 50%
51% to 75%
75%+
What percentage of revenue is based on annual recurring contracts or arrangements vs. new products, projects or services?
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0% to 25%
26% to 50%
51% to 75%
75%+
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?
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3 months or more
2 weeks
1 week
1 day or less
Do the owner(s) primarily hold the key customer relationships?
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Yes, minimal relationship with other managers/employees
No, relationships are primarily held with a few key managers/employees (excl. owners)
No, relationships are spread broadly across ownership, management/employees
If your top 2 to 3 managers (excluding ownership) left the business tomorrow, how would it impact operations?
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Minimal impact: there is a deep bench and a clear succession plan for every key role.
Moderate impact: it would be difficult but the business would be sustained.
Critical impact: these individuals have mission critical expertise or technical knowledge or capabilities required to operate.
Describe your technology stack overall:
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Aging or outdated and noted upgrades needed
Combination of aged/dated and newer tools
On cutting edge of tools and capabilities
To what extent is your labor force a constraint on growth?
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No constraint
0
1
2
3
4
5
6
7
8
9
High constraint
10
0 is No constraint, 10 is High constraint
To what extent are your facilities or machinery (i.e., capacity) a constraint on growth?
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No constraint
0
1
2
3
4
5
6
7
8
9
High constraint
10
0 is No constraint, 10 is High constraint
Are there meaningful facilities, equipment, human capital, or technology investments needed to support the ongoing growth of the business?
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Yes
No
If yes, please briefly elaborate.
Are there any past, current, or threatened legal disputes, audits, or regulatory compliance issues?
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No Issues; clean legal history and up-to-date compliance
Minor resolved issues or pending items without merit, common industry-standard audits
Significant ongoing litigation, unresolved audits, or known regulatory risk
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)?
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Fully documented, written SOPs for all departments that are regularly reviewed and updated.
Most core operational processes are documented, but some departments rely on informal training.
Processes are consistent but mostly unwritten or "held in the heads" of long-term employees.
No formal documentation; the owner or key staff must be present to explain how things work.
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