Structured Report — Business Owners & Investors
Understand Exactly What a Buyer Will Find Before You Go to Market
The Pre-Sale Readiness & Risk Report is a comprehensive evaluation of your business's transition readiness across the six dimensions buyers examine in due diligence. It tells you what they will find — and what it means for the transaction — before they find it.
More thorough than a quick diagnostic, more targeted than a full assessment engagement. Delivers a written report with risk scores, gap analysis, priority recommendations, and a 30-minute advisory session to walk through the findings.
Where This Fits in the Product Ladder
The Pre-Sale Readiness & Risk Report sits between the quick diagnostic and the full assessment. It gives you depth without the full engagement commitment.
Business Transition Risk Diagnostic
A 15-minute quick check that surfaces the highest-risk areas across five dimensions. The starting point for owners who want to understand their risk profile quickly.
Pre-Sale Readiness & Risk Report
A comprehensive written report across six dimensions with gap analysis, priority recommendations, and a 30-minute advisory session. For owners actively preparing for a transaction.
Business Transition Readiness Assessment
The full engagement: stakeholder interviews, documentation review, and a complete remediation plan with implementation timeline. For owners ready to close every gap before going to market.
Six Dimensions the Report Evaluates
The same six dimensions institutional buyers evaluate in every acquisition. The report gives you their view of your business before they do.
Leadership Depth
Whether capable leadership exists that can run the business without the departing owner. Who holds what authority, and whether those people are staying.
Owner Dependency
How much revenue, relationship, decision-making, and operational authority flows through the owner personally. The primary driver of transition risk and valuation discounts.
Client Transferability
Which client relationships belong to the owner personally. Revenue concentration. Realistic retention rates under new ownership.
Operational Documentation
Whether knowledge, processes, and institutional know-how are documented and transferable. The absence of documentation is an immediate due diligence flag.
Governance Quality
Whether decision-making authority is defined and functional without the founder. Whether the governance structure survives the transaction.
Financial Readiness
Whether financial records are clean, current, and audit-ready. Ownership structure clarity. Obligations, contingencies, or concentrations that would affect terms.
What You Receive
A written report and a guided session. Not a dashboard — a document you can act on and share.
Readiness and Risk Score Across Six Dimensions
A score for each dimension showing where the business is strong and where the risk sits. Structured to mirror what buyers produce in operational due diligence.
Gap Analysis by Category
Specific gaps identified within each dimension. Not generalities — the actual deficits that will surface in a transaction and their likely impact on terms.
Priority Recommendations
The highest-leverage actions to close priority gaps before going to market. Sequenced by impact and feasibility within a 12–18 month preparation window.
30-Minute Advisory Session
A structured session with our team to walk through the report findings, answer questions, and define the specific next steps for your situation. Included in the engagement.
Know What the Buyer Will Find Before You Sign an Engagement Letter
The Pre-Sale Readiness & Risk Report gives you the buyer's view of your business. Use it to prepare, negotiate from strength, or decide what needs to change before you go to market.