Business Owner Exit Readiness Assessment

A comprehensive process that evaluates the preparedness of both the owner and the business for a smooth and successful transition. The assessment covers financial, operational, personal, and market aspects to ensure the owner is ready to exit while maximizing the value of the business and meeting personal goals. Key components include determining if the business value can support the owner’s planned lifestyle, assessing the owner’s psychological and emotional readiness, and determining if the owner has a solid financial plan for managing their wealth after the sale. Also involved is determining if the company operations, management team, and documentation are adequate to support ownership transition.