Pre-Sale Readiness & Risk Report
Understand Exactly What a Buyer Will Find Before You Go to Market
A structured pre-sale report that shows where buyers are likely to see transition risk before you go to market.
Includes readiness and risk scores, gap analysis, priority recommendations, and a 30-minute advisory review.
Choose the Level of Analysis You Need
Start with the level of analysis that matches where you are in the transaction process.
Business Transition Risk Diagnostic
A 15-minute check that surfaces the highest-risk transition areas.
Pre-Sale Readiness & Risk Report
A written six-dimension report with gap analysis, priorities, and a 30-minute advisory review.
Business Transition Readiness Assessment
A full engagement with stakeholder interviews, documentation review, and a remediation plan.
Six Dimensions the Report Evaluates
Six dimensions show where buyers are most likely to see transition risk.
Leadership Depth
Whether capable leaders can operate the business without the departing owner.
Owner Dependency
How much revenue, authority, and relationship value still depends on the owner.
Client Transferability
Whether key client relationships and revenue can transfer to new ownership.
Operational Documentation
Whether critical knowledge and processes are documented and transferable.
Governance Quality
Whether decision-making can function without the founder.
Financial Readiness
Whether financial records and ownership structure are ready for diligence.
See what a buyer is likely to find before you go to market.
Get the ReportWhat You Receive
A written report you can act on and share, plus a guided review.
Readiness and Risk Score Across Six Dimensions
Separate readiness and risk scores across all six dimensions.
Gap Analysis by Category
The specific gaps most likely to surface during a transaction.
Priority Recommendations
Prioritized actions for closing the highest-risk gaps before market.
30-Minute Advisory Session
A 30-minute review of the findings and priority next steps.
Know What the Buyer Will Find Before You Sign an Engagement Letter
Get the buyer's view of your business before you go to market.