Framework
The Four Pillars of Transition Readiness
Every business transition - sale, succession, or strategic shift - depends on four things being in place. Most business owners have one or two covered. The gap between where you are and where you need to be is exactly what this assessment is designed to surface.
Business Readiness
Is your business transferable without you?
A business that depends on its owner is worth significantly less than one that runs without them. Most business owners don't realize how deep that dependency runs until they start to look.
Read the full pillar →Financial Clarity
Do you know what your business is truly worth?
Valuation gaps are the single most common surprise in any exit process. Most business owners overestimate their business's value - because they're measuring what they've invested rather than what a buyer would pay.
Read the full pillar →Personal Vision
Who are you on the other side of this?
The financial transition is complex. The personal transition is harder. Most business owners underestimate how much of their identity, social life, and sense of purpose is organized around the business they've built.
Read the full pillar →Succession & Structure
Is there a plan for what happens when you're not there?
Most lower-middle-market businesses carry significant key-person risk. If that person is you, a buyer will price that risk into their offer - or walk away from the table entirely.
Read the full pillar →