Exit Planning Quiz

Question 1 of 10

How dependent is the business on you personally?

This is one of the biggest factors buyers evaluate — and one of the most fixable.

Question 2 of 10

Do you have a financial plan for what happens after the sale?

What you do with the proceeds is just as important as what you sell for.

Question 3 of 10

Are you actively thinking about selling in the next few years?

There's no wrong answer — this helps us understand where to focus.

Question 4 of 10

Do you have documented systems and processes in place?

Buyers want to know the business can operate and be understood without relying on you or your team's memory.

Question 5 of 10

Do you know what your business would sell for after taxes?

The gross number and the net number can be very different. Deal structure, tax strategy, and timing all affect what you actually walk away with.

Question 6 of 10

How concentrated is your revenue?

When one or two clients represent a large portion of revenue, buyers see risk — and price it accordingly.

Question 7 of 10

Do you have a sense of what your business is worth?

Most owners overestimate — or underestimate — significantly without a formal assessment.

Question 8 of 10

Have you worked with an advisor on exit or succession planning before?

This helps us know where to pick up — no need to start from scratch if work has already been done.

Question 9 of 10

Have you thought about what your day-to-day looks like after you sell?

Studies show that 75% of business owners regret selling within a year. Most say it's because they never planned for life after the exit.

Please select an option to continue.

Question 10 of 10

What's the approximate annual revenue of your business?

This helps us tailor your results to the right context.

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