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Business Readiness Snapshot

Fourteen quick statements, five minutes. See how ready your business, your finances and you personally are for an eventual exit, and where to focus first. Your answers stay on this page.

In one minute

  • Built on the framework exit planners use: a good exit needs business, financial and personal readiness.
  • It also looks at four drivers of a company's value: its people, customers, systems and relationships.
  • You'll get a score for each, plus the three areas with the most room to improve.
  • It's a conversation starter, not a valuation. No dollar figures, and nothing is saved.
The snapshot

How much do you agree?

1 means strongly disagree, 5 means strongly agree. Answer for how things are today, not how you'd like them to be.

Your results

Your readiness snapshot

–Answer the statements above to see your score.

Where to start

  • Your three lowest-scoring areas will appear here.

Part 3

About the scores

Each area's score is the average of your answers, shown out of 100. As a rough guide, 75 and up suggests a real strength, 50 to 74 is workable with attention, and below 50 is often where an exit plan should begin.

Owners who score well on business readiness but low on personal readiness are common. They have a sellable company, but no clear picture of life afterward, and that often delays the exit for years.

Learn more in Leaving Your Business: An Exit Planning Guide, and make sure a current buy-sell agreement protects you in the meantime: The Buy-Sell Agreement Nobody Updated.

The U.S. Small Business Administration also offers a plain-language overview of selling or closing a business.1

Want to talk through your snapshot?

Your lowest scores are usually the best place to start. A conversation can turn them into a plan and a timeline, and bring in the right attorney, CPA and exit planning specialists.

Book a time with Kevin Educational self-assessment only. It is not a business valuation, appraisal or offer to buy or sell anything.

Sources

  1. U.S. Small Business Administration, Close or sell your business. Accessed November 10, 2026.

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