top of page

Ready to Pressure-Test Your Strategic Exit?

ree

Before you launch a sale, make sure your organization is truly ready. Our Strategic Exit Readiness Tool helps sellers uncover blind spots, buyer concerns, and execution complexity, all before entering the market.


✅ Answer a short, targeted survey

✅ Get a personalized readiness profile and insights

✅ Identify the gaps that could impact valuation or slow down closing


Whether you’re considering options or already preparing to engage buyers, this tool gives you the clarity to run a smoother, more credible exit process.



What Is the Strategic Exit Readiness Survey?

This short, structured self-assessment is designed to help company owners, boards, and leadership teams evaluate how prepared they are to run a full or partial sale of their business. The questions reflect what buyers, investors, and diligence teams scrutinize most — so you can anticipate issues early and prepare a stronger story.


What Will It Assess?

The survey evaluates readiness across eight critical dimensions that drive buyer confidence and exit success:

  • Strategic Rationale & Value Story: Have you articulated the why and the growth case?

  • Financial Readiness: Are your numbers clean, normalized, and diligence-ready?

  • Leadership & Governance: Is management aligned and succession risk addressed?

  • People & Culture: Will retention, engagement, and integration readiness hold up under scrutiny?

  • Operations & Technology: Can buyers see scalability and independence of key systems?

  • Commercial Story: Are customers, contracts, and growth drivers clearly presented?

  • ESG & Regulatory: Are compliance and sustainability issues buyer-ready?

  • Communications & Messaging: Is there a cohesive, investor-ready narrative?


Who Is It For?

This tool is designed for:

  • Company founders and owners preparing for an exit

  • Corporate executives and boards exploring strategic options

  • PE portfolio companies approaching a sponsor-to-sponsor sale

  • CFOs and deal leads looking to get “buyer ready” before going to market


If you’re within 12–18 months of a potential sale or already exploring strategic alternatives, this tool helps you take stock and prepare with confidence.


What Will You Get?

After completing the survey, you’ll receive:

  • Your Exit Readiness Profile across all eight themes

  • A clear view of strengths and gaps in your exit preparation

  • An Exit Complexity Profile highlighting deal type, size, geography, ownership, and interdependencies

  • Tailored recommendations on where to focus for a smoother, faster exit

  • A call to action to discuss your results with a strategic exit advisor


Your personalized report will land in your inbox within four business days of completion.


How Should You Approach the Survey?

Set aside 15–20 minutes to answer honestly and realistically. This isn’t about how you’d like things to be. It’s about understanding where you truly stand today. If in doubt, choose the lower score. The goal is clarity, not polish.


No preparation is required, but involving your CFO, strategy lead, or board representative may provide richer insights.


Want to Discuss Your Exit Plans?

If you’re exploring a sale, preparing for diligence, or simply taking stock of options — let’s talk.





When using our tools you agree to our Terms and Conditions, Terms of Use, and Privacy Policy.

Comments


bottom of page