Take an honest inventory
An 18-question readiness assessment explores your personal and financial position, sale preparation, business readiness, and transferable value.
Free field guide · Preparing for a sale
Your Exit Story
A field guide to preparing your business for sale.
Your next chapter starts with a clearer picture
You built the business. Prepare for what comes next.
Selling to an outside buyer takes more than finding someone willing to buy. It takes a business that can carry on, a financial picture you understand, and a plan for the life you want afterward.
This free, 28-page guide helps you take an honest look at where you stand and choose a practical next step, whether a sale is approaching or still years away.
Fillable PDF · 28 pages · 3.5 MB
Please complete the form to access your copy.
Save the PDF to your device and open it in a PDF reader that supports forms. You can type into the worksheets and save your answers. Scores are totaled manually.
Inside the guide
Get your bearings. Choose your next move.
Plan beyond the sale
Reflection prompts help you consider the life you want afterward, the people who need a voice, and what may make leaving difficult.
Turn insight into action
Build your advisor directory, review a sale-preparation checklist, and choose one useful action for the next 30 days.
The assessment is a discussion tool. Its scores do not establish business value or predict sale success.
Is this guide for you?
This guide is for owners considering a sale to an outside buyer. If you want family or key employees to take over, explore Succession Planning. For help preparing the business for a sale, explore Exit Planning.
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