Create a Sellable Company




Answer 10 quick questions to find out now. 

Part 1: Emotional Readiness

On a scale of 1 to 5 with 5 being the highest:

1. If someone offered you the right price, how ready are you to walk away from your company? Can you picture yourself in a “retired” lifestyle? Have you made plans?

1 2 3 4 5
2. On the scale below, choose how you see yourself post-transition:
Want to stay on to assist in transition
Want to leave immediately
1 2 3 4 5

3. Rank your willingness to diversify some of your portfolio away from your company or, put another way, your willingness to reduce your concentration of wealth tied up in the company.

1 2 3 4 5
4. On the scale below, indicate how ready your management team is so you don’t have to be involved day-to-day:
Can’t take a day off
Have a solid succession team in place
1 2 3 4 5

5. Rank the readiness of your spouse or significant other for you to be out of your company.

1 2 3 4 5

Part 2: Financial Readiness

On a scale of 1 to 5 with 5 being the highest:

1. From a financial perspective, how attractive is your company to a potential buyer right now?

1 2 3 4 5

2. Rate the quality of your financial data: Balance sheet, Income statement, Trailing 12 months’ sales data, accounts receivable, etc.? Are they timely, accurate, and presentable?

1 2 3 4 5

3. Are you aware of what it might take to support the lifestyle, with all the company-provided perks, that you have been accustomed to enjoying? Have you modeled the potential outcomes in a way that gives you confidence?

1 2 3 4 5

4. How would you rank your outstanding debt obligations and your ability to service your debt?

1 2 3 4 5

5. How would you rank the quality of your customer relationships and their attractiveness to a potential buyer?

1 2 3 4 5
Emotional Readiness Score:
Financial Readiness Score:
Total Score:


When we put you on The Route to Wealth™ track (it’s actually a process), your company will soon be the epitome of strength – a model business to sell, whenever the time is right. Maybe that’s now; maybe that’s later. With our “Are You Ready?” assessment you can gauge your readiness level today.

By going through our Route to Wealth™ Process, you’ll have the tools to be ready to sell when the time is right.

So, let’s say you’re not ready to sell your business right now. You’d rather warm up to the idea than to hit the ground running. As you move toward preparing your business for a sale down the road, an extended time frame is not a hurdle you have to overcome. We recognize that you’re the expert when it comes to running your business, and that time frame is up to you. We just help make your business more attractive from the perspective of a potential buyer.

So, how do we get you financially fit?

Here are few target zones in our “financial circuit training”:

  • Your Business Plan – We evaluate it. We check out your strategic game plan and where your business comes from.
  • Your Revenue Mix – This reflects your overall health, and we check it out head to toe. We look at the composition of your client mix and whether it’s helping you grow.
  • Profitability – Are all your clients profitable or are they exhibiting resistance to your pricing? What’s that impact on the bottom line, top line, as well as expenses, and is there fat to be cut? Are there areas to improve?
  • Your Management Team – It’s all about your team: Do you have a great one in place? Would they keep on keepin’ on even if you weren’t there? We can help build a strong executive compensation package that will help ensure they stay the course. To a potential acquirer, that’s very attractive!
  • Your Financials – We’ll do a one-on-one with your CPA or CFO to make sure you’re right on the mark with necessary due diligence, long before a potential buyer uncovers any weakness.
  • Capital for Growth – A business entity, like a human body, needs enough fuel for growth. We can help you find the additional funding for acquisitions down the road.
  • Expectations on Valuation – You have to look strong and be strong. A buyer doesn’t care how you performed in the past; he or she is banking on your potential cash flow and how you’ll team up with an existing firm, both now and in the future.