M&A Readiness - Business Owner Questionnaire Logo
  • M&A Readiness - Preliminary Assessment

  • What’s Next?

    If you are thinking about a future sale of your business—or just want to know how your business would be viewed by buyers—the first step is clarity.

    Take our short, confidential survey to assess your readiness and identify where you may be leaving value on the table.

  • Contact Information and Confidentiality Terms

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  • Disclaimer & Terms of Use

    By submitting this questionnaire, you acknowledge and agree to the following:

    Confidentiality

    We understand that the information you provide in this questionnaire may be commercially sensitive and deeply personal to your business. We are fully committed to safeguarding your privacy and maintaining the strict confidentiality of your data.

    All responses are securely stored and treated as strictly confidential. We will never sell or disclose your personally identifiable information — including your name, company name, contact details, or specific financial or operational data — to any third party without your explicit consent. Your data is stored using secure infrastructure and is accessible only to authorized personnel directly involved in delivering this assessment.

    Your responses will be used exclusively to generate your personalized readiness score and related feedback. If you choose to opt into optional visibility features (such as signaling investor interest), only non-identifiable, high-level business attributes (e.g., industry, region, revenue range) may be shared — and only with your prior approval.

    You may request deletion of your data at any time. Upon receiving your request, we will promptly remove your information from our active systems, unless retention is required to comply with legal or regulatory obligations.

    Prohibited Access and Use

    You confirm that you are not accessing this questionnaire on behalf of, or in service to, any competing firm, platform, advisory business, or data aggregator.  Unauthorized use, reproduction, distribution, or reverse-engineering of this form, its structure, or its scoring methodology is strictly prohibited and may be subject to legal action.

    Non-Advisory Role

    We do not provide legal, tax, investment, or financial advice. Completing this questionnaire does not create a client relationship and does not constitute a solicitation, offer, or recommendation to engage in any specific transaction.

    Readiness Score Disclaimer

    The readiness score is an internal benchmarking tool designed to provide directional insights. It should not be interpreted as a valuation, investment suitability assessment, due diligence substitute, or guarantee of outcome.

    No Guarantees

    Submission of this form does not guarantee investor interest or deal outcomes. Readiness score results are informational and should not be relied upon as definitive or comprehensive.

    Accuracy of Information

    We ask that you provide responses that are accurate and complete to the best of your knowledge. This enables us to generate a meaningful readiness score and actionable feedback.

    Consent to Contact

    By submitting this form, you consent to being contacted by our representatives for the purpose of clarifying responses, delivering your score/report, or discussing your results.

    Use of Data

    You grant us permission to use your responses in anonymized and aggregated form for internal analytics, scoring development, and service improvement. No personally identifiable information will be disclosed without your consent.

    Visibility Opt-In

    If you choose to opt into visibility in our investor-facing database, you acknowledge that only basic, non-identifiable business attributes (e.g., industry, region, revenue range) may be made accessible to select investors or service providers. Your company name, website, and contact details will not be disclosed without your explicit approval.

    Governing Law

    These terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles.

  • Section 1 - Business Profile

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  • Section 2 - Financial Infrastructure

  • Section 3 - Operations / SWOT

  • Section 4 - Human Resources

  • Section 5 - Transaction Interest

  • Section 6 - Customized Readiness Insights

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