Worksheets · Business Strategy
Business Exit Readiness Scorecard
Assess your business's preparedness for exit
Overview
A successful exit requires meticulous preparation. This interactive scorecard guides you through key operational, financial, legal, and human capital aspects of your business, prompting you to rate your readiness. It helps you pinpoint specific areas that need strengthening to enhance your business's attractiveness and value to potential buyers or successors.
Purpose
Use this to get a tangible score of your business's readiness for exit and identify specific action items for improvement.
Why it matters
Understanding your current readiness allows you to proactively address weaknesses, significantly increasing your business's appeal and ultimately its sale value or smooth transition.
Unlock the full playbook
The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.
When to use it
Complete this worksheet as an initial step in your exit planning process or annually as part of strategic review.
Tags
- readiness-assessment
- due-diligence
- value-creation
- operations
- financials
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