How Prepared Is Your Business for Buyer Scrutiny?
If you decided to sell your business in the next 12–36 months, would it withstand buyer due diligence — or would hidden risks reduce valuation?
The Transaction Readiness Assessment benchmarks how attractive and prepared your business may appear to buyers, evaluating the key drivers that influence enterprise value, buyer interest, and transaction success.
10 minute assessment
Built on the Exit Planning Institute’s Value Acceleration Methodology
Evaluates the same factors buyers analyze during due diligence
Designed for owners of businesses with $5M–$50M in revenue
Two Questions Every Owner Should Know
If a buyer approached you tomorrow…
Would your business pass due diligence without surprises?
Would buyers view it as highly attractive — or identify risks that reduce valuation?
Many owners assume their business is ready. However, during transactions, buyers often uncover issues related to:
Owner dependency
Customer concentration
Inconsistent financial reporting
Undocumented processes
Weak leadership depth
These issues rarely appear until buyer diligence begins. By then, leverage has often shifted.
Why Transaction Readiness Matters
Most owners plan to address transaction preparation when they decide to sell. Unfortunately, that timing is often too late.
Research across the lower middle market shows:
Only 20–30% of businesses that go to market actually sell
Businesses that prepare 3–5 years in advance often achieve significantly higher valuations
Many deals fail during diligence due to risks that could have been addressed earlier
The difference between a successful exit and a disappointing outcome often comes down to preparation before the market.
What the Assessment Evaluates
The Transaction Readiness Assessment evaluates your business across the key drivers buyers use to determine enterprise value.
👥 Leadership & Human Capital
Does the business depend heavily on the owner, or is leadership depth established?
📊 Customer & Revenue Quality
How diversified, recurring, and predictable are your revenue streams?
⚙️ Systems & Operational Structure
Are your processes, reporting, and operational systems scalable and transferable?
🏆 Market Position & Relationships
How strong is your brand, competitive positioning, and customer loyalty?
🔎 Transaction Readiness
Are there risks that could surface during buyer diligence?
Your results provide a snapshot of how attractive and prepared your business may appear to potential buyers.
What Happens After the Assessment
Once completed, you will receive:
Transaction Readiness Score – An overall snapshot of how prepared your business may be for a future transaction.
Benchmark Comparison – Insight into how your business compares to the attributes buyers value most.
Strategic Insights – Identification of areas that could strengthen enterprise value before entering the market.
For owners interested in deeper insight, results can be reviewed in a confidential discussion.
Discover How Prepared Your Business Is
Take the Transaction Readiness Assessment to benchmark your business and identify opportunities to strengthen enterprise value.
10 minute assessment
Private. Structured. No obligation.