The common readiness factors below can help you assess how prepared you are for a business sale,
ownership succession or exit transition. Taking this step can open new possibilities to your future
whether you're ready to sell now or simply looking options. This Seller Questionnaire is a quick way to
start a conversation confidentially and see what is possible. Print and complete the questions. Then
contact us to schedule a complimentary consultation.
Business Profile
How many years have you owned your business? ____
What is your estimated annual revenue? ____
What is your approximate profit / cash flow? ____
What is your motivation to consider selling? ____
Do you have a target exit timeline? ___less than 1 yr., ___1 to 3 yrs., ___ 3+yrs.
Have you had your business valued before? ____
Are you the sole person making the decision to sell? ____
Exit Readiness Questions
Select the response that best reflects your current business status.
I know the current value of my business.
___strongly agree, ___agree, ___disagree, ___strongly disagree
My financial records are clean, accurate and up to date.
___strongly agree, ___agree, ___disagree, ___strongly disagree
I understand how taxes and deal structure may affect my outcome.
___strongly agree, ___agree, ___disagree, ___strongly disagree
My business operations are solid and ready for a new owner.
___strongly agree, ___agree, ___disagree, ___strongly disagree
My business could run without me for 30+ days.
___strongly agree, ___agree, ___disagree, ___strongly disagree
My customer and vendor relationships are diversified.
___strongly agree, ___agree, ___disagree, ___strongly disagree
My business has a strong team beyond just me.
___strongly agree, ___agree, ___disagree, ___strongly disagree
I know what signs to look for that indicate my business is ready for sale.
___strongly agree, ___agree, ___disagree, ___strongly disagree
I’ve discussed my exit plan with a professional advisor or business broker.
___strongly agree, ___agree, ___disagree, ___strongly disagree
I know what I want to do after I sell.
___strongly agree, ___agree, ___disagree, ___strongly disagree
Let's Connect
Every business owner's situation is different. Whether you’re ready to take the next step towards selling or simply exploring possibilities - perhaps the best next step is to connect for a complimentary and confidential conversation.
There’s no obligation - just insight, practical guidance and an opportunity to explore how we might work together.
Learn how our process supports your success and how to get the results you require.
We're here to help and look forward to speaking with you. Reach out with a call, text or email anytime,
you’ll be glad you did.
Elevate Your Exit. Leverage Your Legacy.™
