Every owner leaves eventually. The difference between a planned exit and a forced one usually comes down to how much groundwork was laid beforehand. This assessment shows you where you stand.
A guided set of questions about your business, your role in it, your team, and how far along your planning is today.
Your responses are scored across the factors that determine whether a transition goes smoothly — readiness, attractiveness to buyers, and dependence on you personally.
You get a view of which areas are transition-ready and which need attention, so you know what to work on and in what order.
Owners who wait until a transition is imminent end up accepting whatever terms are available. Owners who start early have time to fix what is fixable, reduce reliance on themselves, and choose when and how to leave.
Take the assessment, or start the conversation with Joel Gardner, a Certified Exit Planning Advisor who leads our Business & Exit Planning practice.
Not sure what the business is worth yet? Start with a valuation.