Exit Readiness Lab
In developmentThe best exits are usually planned years in advance.
Exit Readiness Lab helps owners understand how prepared their business is for a future sale or transition. It focuses on the factors a buyer or successor is likely to examine — resilience, dependency and the quality of information.
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Who it's for
- Exit planning and corporate finance advisers
- Accountants with long-standing owner-managed clients
- Owners thinking about succession
Questions it helps explore
- How dependent is the business on its owner?
- Would financial records stand up to scrutiny?
- Are key customers, staff and contracts secure?
- What would a smooth transition look like?
Gaps it may identify
- Owner involvement in day-to-day operations
- Customer concentration risk
- Incomplete or inconsistent financial records
- No documented transition or succession plan
The experience
How the assessment works
Owners work through resilience, finances, operations and transition. The results give you a structured, long-term exit preparation agenda.
How advisers might use it
- The first step in a multi-year exit planning service
- A conversation starter for succession planning
- A periodic review for owner-managed clients
Planned resources
Final contents depend on the licence and release stage.
- Online assessment
- Exit preparation report
- Transition planning worksheet
- Companion guide
Licensing
Ways to license Exit Readiness Lab
Individual Tool Licence
For professionals who want to start with one specialist assessment.
Discuss licensing options
Professional Bundle
Combine relevant assessments into a toolkit designed around your practice and client needs.
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Full White-Label Platform
Explore a broader branded assessment offering for your firm, with licensing and implementation options tailored to your requirements.
Discuss licensing options
FAQ
Exit Readiness: common questions
Interested in Exit Readiness Lab?
Tell us about your practice and clients, and we'll talk through how this assessment could fit into your services.
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