How prepared are you to sell or transition
your business?

Rate yourself from 1 to 5 (1 = very little; 5 = very strong) on the following.

After you complete the form, we'll send you a copy of your submissions with ratings and scores. Your score is also provided at the bottom of the survey.

All information that you provide or reference in taking the Seller Readiness™ surveys or in further interaction with the Seller Readiness Advisory Group will of course be maintained as strictly confidential and will not be shared with any third parties without your express approval.

Name *

Company Name *

Email *

Phone Number *

Interested in a complimentary 30 minute consultation by a Seller Readiness Advisor? *

Yes

No

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Checkup Questions

Scale: 1 = very little to 5 = very strong

Market & Industry: Our business is in a growing market and/or industry. *

Comments

Products & Services: Our business provides a unique product and/or service and is well differentiated from the competition. *

Comments

Intellectual Property: Our business has protected intellectual property — trademarks, patents, designated brand, goodwill (intangible assets) and tangible assets, (technology). *

Comments

Valuation: Our business has completed a benchmark valuation in the past 12 months. *

Comments

Customer Diversification: Our business has defined markets and targets with no more than 10% business with one client. *

Comments

Contracts: Our business contracts are current for owners (buy/sell), key employees, customers, IP, technology, vendors, suppliers and leases. *

Comments

Succession: Our business has identified a succession plan and successors to continue the business, e.g. family, management, employees and 3rd party. *

Comments

Documentation: Our business has documented policies and procedures for operations, financial, technology, marketing, products/services and human resources. *

Comments

Sell/Transition Business: Our commitment is to sell/transition the business within the next three to five years. Our estimated exit date has been established, and financial goals have been determined. *

Comments

Seller Readiness: I am able to walk in the door of my business and confidently say "I am ready to transition or sell the business today." *

Comments

Your Score

50 - Congratulations! You are knowledgeable about preparing the business for transition/transfer/sell.