You've built a great business.
But is it ready to sell?
Most founders assume strong revenue and a good story are enough. But when due diligence begins, the gaps show: undocumented processes, key-person dependencies, customer concentration, missing metrics. Every gap costs you—in valuation, deal terms, or a transaction that falls apart. This exit readiness assessment helps you see your business the way a buyer will, so you can fix what matters before your business exit strategy is on the table.
EXIT READINESS ASSESSMENT
Buyers aren't just evaluating financials—they're stress-testing whether your business can run without you, scale under new ownership, and survive scrutiny. Your processes, people, planning systems, and metrics all get examined. This assessment scores six dimensions that drive business valuation and deal certainty: Process & SOPs, KPIs & Forecasts, Sales & Marketing, People & Clients, Planning Systems, and Values & Culture. In 15 minutes, you'll know exactly where your business is strong—and where the risks are hiding.
PROCESS & SOPs
Documented, repeatable systems that run without founder involvement. This dimension examines whether your key processes have clear owners, written procedures, and performance standards—or whether critical knowledge lives in people's heads. Strong SOPs are essential for any business exit strategy.
KPIs & FORECASTS
The metrics and projections that give buyers confidence in future performance. This dimension looks at whether you have a clear financial forecast, an executive dashboard your team actually uses, and role-level scorecards that tie individual performance to business outcomes.
SALES & MARKETING
A predictable system for generating revenue that doesn't depend on the founder's relationships. This dimension examines whether you have a proven lead generation process, a defined sales methodology, and clear market positioning—or whether new business still comes primarily through your personal network.
PEOPLE & CLIENTS
The concentration risks that make buyers nervous. This dimension looks at leadership succession, customer diversification, and founder dependency. Can you take a two-week unplugged vacation? Does any single client represent more than 20% of revenue? Addressing these issues is critical to business exit planning.
PLANNING SYSTEMS
The strategic and operational rhythms that keep the business on track. This dimension examines whether you have a clear long-term roadmap, quarterly priority-setting processes, and regular team check-ins—or whether planning happens reactively and priorities shift constantly.
VALUES & CULTURE
The intangible factors that determine whether key people stay post-acquisition. This dimension looks at whether your values are defined and lived, whether you invest in development, and whether your hiring process screens for cultural fit—not just technical skills.
Download the Exit Readiness Assessment and score your business across all six dimensions in less than 15 minutes. The PDF includes rating scales, scoring calculations, and an interpretation guide—everything you need to see your business the way a buyer will. Enter your information and we'll send it straight to your inbox.
DOWNLOAD the EXIT READINESS ASSESSMENT
Client Testimonials
"Bruce possesses a rare ability to cut through the noise and identify the core issues that drive business valuation. Through thorough analysis and strategic guidance, he highlighted key areas we needed to address to maximize our value and prepare for a smooth transition."
Norman Rosenberg, CEO, Lutron Shades
"I've had the pleasure of working with Bruce as a strategic business coach and facilitator for over six years from early stage to over 1B valuation. His approach is highly practical, focusing on actionable steps and measurable outcomes."
Sam Kassoumeh, COO & Co-founder, SecurityScorecard
"I highly recommend Bruce for any CEO or executive looking to develop a robust scaling strategy, align leadership teams, or prepare for a business valuation or exit. His ability to customize solutions sets him apart as a top-tier coach."
Nelson Tepfer, Founder & CEO, ProCFO Partners
"Any CEO of a growth company would be fortunate to have Bruce as a strategic partner. His guidance significantly accelerates the growth process while reducing the risk and complexity that inevitably accompany expansion."
Gina Boedeker, Market Insights Expert & Startup CEO