EXIT Ready Scorecard

A successful exit is the culmination of a well-executed plan. Use this scorecard to identify gaps that could be costing you dollars. Rate each item 1 (Not Prepared) to 3 (Completely Prepared).

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Business Readiness Assessment

1. Recent formal business valuation?

1 2 3

2. Clean financial records (last 3 yrs)?

1 2 3

3. Independent management team?

1 2 3

4. Documented processes & systems?

1 2 3

5. Diversified customer base?

1 2 3

6. Legal records & contracts in order?

1 2 3

7. Professional advisory team?

1 2 3

8. Personal financial plan?

1 2 3

9. Clear post-exit vision?

1 2 3

10. Stakeholder alignment on strategy?

1 2 3

Total Score (out of 30): 0

10–16: Foundational Work Needed. 21–25: Gaining Momentum. 26–30: Prepared for Transition. Ready to initiate exit process.

Please fill in all fields and answer all 10 questions before submitting.

Maximize Your Exit Value

Your EXIT Ready Score (out of 30) —

A scorecard is just the beginning. To truly maximize your business value and ensure a smooth legacy transfer, you need a tailored transition strategy.

Book your free 30-minute Exit Strategy Audit today to deep-dive into your results and build your roadmap.

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