How sale-ready is your business — really?
A weighted, twenty-question self-assessment across six areas that drive valuation, transferability and buyer risk. It takes about ten minutes. You'll get a score, a category breakdown, and the three priorities most likely to lift readiness — on screen, immediately.
Private · No obligation · ~10 minutes
Category 1 of 6 · Weight 20%
Owner Independence & Transferability
Whether the business can operate — and keep winning work — without the owner in the middle of every decision, relationship and delivery.
Owner's role in day-to-day operations
Best practice
- Business runs without the owner for weeks at a time
- Owner focuses on strategy, not delivery
- No single decision waits on the owner
Ownership of key client and supplier relationships
Best practice
- Clients are attached to the business, not the owner
- Suppliers deal with multiple points of contact
- Relationships would survive a change in ownership
Intellectual property, brand and know-how held by the business
Best practice
- IP, systems and playbooks belong to the business
- Brand equity is separate from the founder's personal profile
- Nothing critical lives only in the owner's head
Six areas. One picture.
Weighted around what actually moves valuation and buyer confidence: owner independence, clean predictable numbers, and low concentration risk carry the largest weight — because that's where deals are made or broken.
20%
Owner Independence & Transferability
Whether the business can operate — and keep winning work — without the owner in the middle of every decision, relationship and delivery.
20%
Financial Quality & Predictability
Whether the numbers are clean, trusted and predictable enough for a buyer or successor to underwrite without heavy discounting.
15%
Customer & Revenue Concentration
Whether revenue is spread across enough clients, sectors and channels that no single loss would materially damage the business.
15%
Team, Leadership & Succession
Whether the leadership and key people can carry the business through a transaction, transition or step-back.
15%
Systems, Process & Documentation
Whether the operational spine is documented, systematised and legible to an outsider — not held together by tribal knowledge.
15%
Valuation Drivers & Deal Readiness
Whether the business has been actively shaped around the drivers that increase valuation and reduce buyer risk.