Required First Step
Over 100 questions across 12 sections of your business — the same areas a sophisticated buyer will scrutinise. Complete it and you will know exactly where you stand, section by section, before anyone else finds the cracks.
Each section mirrors what a buyer and their advisers will probe during due diligence. No area is skipped, no awkward question avoided.
Revenue trends, profitability, margins, and year-on-year consistency. Does the financial story hold up to scrutiny?
How current, clean, and credible are your management accounts? Can a buyer's lender fund against them?
How embedded are you in the day-to-day? A business that needs its owner is a risk — not an asset — in the eyes of any buyer.
Is there a capable team beneath you, or does everything flow through one person? Buyers are buying the future — not just you.
Are supplier and customer contracts current, signed, and assignable? Unsigned paperwork is one of the most common deal-killers.
Is your brand, software, or proprietary know-how formally protected and owned by the business — not by you personally?
How recurring, contracted, and predictable is your income? Buyers pay a premium for revenue they can count on.
Does any single customer represent an uncomfortable proportion of your turnover? Concentration risk directly reduces your multiple.
Are your processes documented? Can the business run consistently without you in the room making every call?
Are employment contracts in order? Are key people retained? Is there any personnel risk that could unsettle a buyer?
How does your business sit within its market? Is it differentiated, defensible, and capable of sustaining its position post-sale?
When do you want to sell? What does your number look like? And what does a genuinely good exit mean to you — beyond the price?
This is not a form that disappears into a void. Every scorecard is personally reviewed — and the follow-up call is where the real value starts.
Work through 100+ questions across 12 sections at your own pace. Honest answers give you the most useful results.
Your responses are reviewed and you receive a written breakdown — section by section — of where you are strong and where the gaps are.
We then get on a call together to walk through what your results mean, what the priorities are, and what a realistic exit plan looks like from where you are now.
Secure payment via Stripe. Includes your personal follow-up call.