Free self-assessment

How ready is your business
for a sale or transition?

Ten questions, about two minutes. You will see how deal-ready your financials and operations are, and where EBITDA and value are most likely leaking. Your answers stay on this page. We only see anything if you ask us to send your results.

The scorecard

Answer honestly. Score yourself.

Pick the answer closest to the truth for each. There are no wrong answers, only useful ones.

1.Could you hand a buyer three years of clean, accurate financial statements today, with no surprises?
2.Do you know your true profit margin by job, route, product, or customer, not just overall?
3.Have you reviewed and adjusted your pricing in the last 12 months based on real cost and value data?
4.Are the escalators and surcharges in your contracts (CPI, fuel, and the like) actually being billed?
5.Can you see how much cash you will have 13 weeks from now with confidence?
6.Are your owner add-backs and personal expenses documented and defensible for a buyer?
7.Is your revenue spread widely enough that losing your largest customer would not threaten the business?
8.Could the business run for 60 days without you in the building?
9.Are your key processes documented so they do not live only in people's heads?
10.Do you have a written plan for what happens to the business when you step back?

Your result

0 / 20

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This score is calculated in your browser. We do not see your answers unless you choose to reach out.

Most owners score lower than they expect.

The gap is where the value is. Getting deal-ready takes time, which is why the best moment to start is well before you plan to sell.

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