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Exit Readiness Calculator

Assess your business's readiness for a successful exit

Financial Systems & Controls

How would you rate your financial record keeping and reporting?

Basic bookkeeping, inconsistent records Regular bookkeeping with some financial reports Comprehensive financial systems with regular, detailed reporting

Do you have audited financial statements?

No, only basic internal financials Reviewed by CPA but not audited Yes, regularly audited by independent CPA

How predictable is your revenue stream?

Highly variable, project-based Some recurring revenue with seasonal variation Strong recurring revenue base with predictable growth

Operational Processes & Systems

How documented are your key business processes?

Most processes exist only in people's heads Some documentation, but incomplete Comprehensive process documentation and SOPs

How dependent is the business on your personal involvement?

Business would struggle significantly without me Some key areas depend on me, but others run independently Business operates smoothly in my absence

How would you rate your technology and systems integration?

Basic systems with manual processes Some integration, room for improvement Well-integrated systems with automation

Management Depth & Team

Do you have a strong management team in place?

Limited management depth, mostly direct reports Some key managers, but gaps in leadership Strong management team capable of independent operation

How would you rate employee retention and satisfaction?

High turnover, ongoing staffing challenges Average retention with some key person risks High retention, engaged workforce

Do you have succession plans for key positions?

No formal succession planning Some informal backup plans Formal succession plans and cross-training programs

Market Position & Growth

How diversified is your customer base?

Heavily dependent on a few key customers Some concentration, but reasonable diversification Well-diversified customer base

How would you describe your competitive position?

Competing primarily on price Some differentiation, but not clearly dominant Clear competitive advantages and market leadership

What is your growth trajectory?

Declining or stagnant Stable with modest growth Strong, consistent growth trajectory

Exit Readiness Score

Not quite ready to exit yet?

Contact us at info@evanduke.com or 864-735-7613 (text or call) and we will get to work right away helping you get ready to exit.

Evan Duke Enterprises - Fractional Leadership Solutions

Contact us

If you see what your business is projected to be worth along with what it could be worth with our assistance, please contact us today. From getting your business optimized to guiding it through the sale process (click here to view a video playlist that describes the approach that we take), our goal is to deliver on these projections to the best of our abilities. Don't be in the 70% of businesses that do not sell, or in the 70% of owners who regret their decision to sell. Let us help you join the 30-30 club today!

Text/Call Us With Your Question

(864) 735-7613

Shoot Us a Quick Email

info@evanduke.com

Schedule a Prospective Client Call

https://meetings.hubspot.com/evan-duke

Fractional Leadership Solutions

The mission of Evan Duke Enterprises is to help businesses to develop solid operations fundamentals so that you can successfully plan and execute your exit strategy for your next adventure.