Business Exit Evaluations

Evaluating business’ readiness for succession or sale

Preparing for a business transition that provides maximum value to shareholders takes time.

In the early stages of a potential transaction, owners or investors engage us to conduct Transition Readiness assessments of their target business as part of the operational or ‘red-flag’ due-diligence.

The Business Transition Readiness assessment gauges the business’ transferability and its readiness for exit. It provides a detailed review of business operations and key stakeholders to uncover red flags and improve the probability of success. Owners use the results to preemptively address gaps and improve their standing ahead of a transaction. Investors use the results to help make informed decisions about target businesses.

Our Transition Readiness assessments provide limited, independent insight into whether major obstacles threaten the transition. The results from this timely, budgeted-oriented analysis of the target business serve as the basis of initial decision-making and provide an excellent basis for carrying out full scope due diligence.

Owners worked hard to grow their business

Are they ready for a transition? Will unseen issues get in the way? With the online Transition Readiness Assessment, you quickly identify red flags in the business that may negatively impact the transaction.

Get the full picture

What areas need more attention? The Transition Readiness assessment provides a proven structure that quickly examines both the business and key individuals, providing clear insights that guide decisions on the way forward. Sample Transition Readiness Report

Right insights to take action

What is the business’ current level of transition readiness? Our Transition Readiness assessment includes 116 deep dive value driver questions across 15 categories to identify risks related to:

  • Business Attractiveness

  • Business Transferability

  • Key Stakeholder Preparation

  • Key Stakeholder Wellbeing

Need help evaluating your business, we are standing by to assist.

Frequently Asked Questions

  • Assessments performed on single-owner businesses are analyzed and available in 1 business day.

    Assessments performed for businesses with a management team and multiple respondents are typically analyzed and provided in 3-5 business days of submission.

  • No. Clients requiring 1 assessment can begin the online assessment immediately. Results are analyzed and provided within 1 business day.

    For companies requiring multiple assessments for a consolidated readiness perspective, we need the names of the persons completing the assessment. Results are analyzed and provided within 5 business days after receipt of the last assessment.

  • Yes. We can also act as a sounding board to help address gaps highlighted in the assessment.

    We engage with clients in an advisory capacity via:

    Option 1 (Packages): Clients can select a set number of advisory hours to work on specific concerns.

    Option 2 (Retainer): Our advisors serve as strategic and trusted advisors to guide clients through the process and navigate situations that arise day-to-day.