Your answers help us tailor the findings and recommendations in your report to your specific business context. Takes about 60 seconds.
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Two focused assessments — AI readiness and succession readiness — that give you an honest, scored picture of where your business stands, and what to do about it.
Each assessment produces output tailored to what different stakeholders need to know and act on.
Get a clear picture of where you stand, what's at risk, and what to prioritize. Whether you're 2 years from exit or 10, this is your starting point.
Understand the state of the business before you step in. The succession report gives you a structured picture of strengths, gaps, and immediate priorities.
Use the full PDF report as a structured starting point for readiness conversations. Covers the same dimensions as Value Builder and ExitMap, in plain language.
Understand what's documented, what depends on the owner, and what work is needed to make an MBO viable. The report surfaces the answers buyers ask about.
Covers six dimensions of AI adoption across your business. Identifies where you're ahead, where you're behind, and where you're exposed.
Are AI tools reducing manual work and improving process efficiency?
Is AI being used for content, targeting, outreach, and conversion?
Is AI improving how customers are served and retained?
Are AI tools supporting forecasting, cash flow, and financial visibility?
Is your data organized well enough to support AI tools and decision-making?
Is leadership investing in and guiding AI adoption deliberately?
Covers the eight dimensions that buyers, advisors, and successors evaluate — aligned with the Value Builder System and ExitMap frameworks used by professional exit planners.
Are processes written down so someone can follow them without you?
How much does daily operation — and key relationships — depend on you personally?
Are financials clean, current, and defensible — the #1 buyer diligence item?
Does the business have a credible path to grow, and what makes it defensible?
How predictable is revenue, and does the business generate or consume cash?
Could the team hold together and perform under new ownership?
Are licenses, insurance, contracts, and entity structure in order?
Have you done the planning work — legal, personal, financial — that a handoff requires?
Answer all questions in each section, then continue to the next. Your answers drive a scored report with specific findings and recommendations.
The free summary shows your scores. The full report adds a specific finding and recommended action — with tool names, costs, and best practices — for every gap identified.
Answer all questions in each section, then continue to the next. Your answers drive a scored report with specific findings and recommended actions.
The free summary shows your scores. The full report adds a specific finding and recommended action for every gap — formatted for you, a family successor, your CPA, or an advisor.