Business Exit Readiness Assessment Form

Let's Get Started

Welcome to the Elite Exit Readiness Assessment. This comprehensive evaluation will take approximately 45-60 minutes to complete. Your information is confidential and will be used solely to provide you with personalized exit readiness insights and recommendations.

First Name *

Last Name *

Email Address *

Phone Number *

Company Name *

Company Location (City, State) *

Business Profile & Industry

🎯 Why This Matters: This information allows us to provide industry-specific benchmarks and contextualized recommendations throughout your assessment.

Years You've Owned the Business *

Annual Revenue (Last 12 Months) * Include all revenue sources before any deductions

Net Income/Profit (Last 12 Months) * Your "bottom line" profit after all expenses

Owner's Total Compensation (Salary + Distributions + Perks) Include salary, bonuses, distributions, personal expenses paid by business

Adjusted EBITDA (if known) Leave blank if unsure - we'll help you calculate this

Number of Full-Time Equivalent Employees *

Primary Industry *

Business Model Type *

Section 5: Personal & Psychological Readiness

🧠 Why This Matters: This is THE most overlooked section—yet 75% of sellers regret their sale within 12 months due to poor personal preparation, not business issues. This section predicts your life satisfaction after the sale more than any other factor.

Why do you want to sell your business? *

📘 Strong Motivations Include: Retiring to spend time with family (specific plans), health issues requiring reduced stress/workload, pursuing a new venture or passion project (specific plan), capitalizing on market opportunity at peak value

🚩 Weak Motivations: "I'm just tired" (burnout), "To get some money out", "Market seems good", "I'm frustrated"

On a scale of 1-10, how emotionally ready do you feel to sell your business? *

📘 Scale: 1 = Not ready at all, 10 = Completely ready and excited

🚩 Reality Check: If you scored below 7, you're likely not ready. Deal fatigue and cold feet kill many transactions from emotionally unready sellers.

What is your target exit timeline? *

Within 6-12 months (ready now)

Within 1-2 years (specific timeline)

Within 2-3 years (general timeline)

Within 3-5 years or "flexible" (no urgency)

"Eventually" / "One more year" syndrome / no clear timeline

Section 3: Operational Independence

⚙️ Why This Matters: Owner dependency is the #1 reason deals fall apart. If you can't leave for 30 days without crisis, you don't have a sellable business—you have a job.

Could your business operate successfully for 30 consecutive days without any involvement from you? *

📘 "Successfully" means: Revenue continues to be generated, products/services delivered to quality standards, customers remain satisfied, bills get paid, employees remain productive, no major decisions stalled

Yes, absolutely—business runs smoothly without me

Yes, with only minor issues (1-2 questions might arise)

Possibly, but several challenges would emerge

No, but could get there with 6-12 months preparation

Absolutely not—business requires my daily involvement

💰 Valuation Impact: Owner-independent business: 5-8x EBITDA multiples vs. Owner-dependent business: 2-4x EBITDA multiples. Example difference on $1M EBITDA: $3M-$4M in lost value

🚩 Critical Reality Check: If you answered 1-2, you don't own a business—you own a job. That "job" is worth 50-70% less than a transferable business.

Section 2: Customer Concentration

👥 Why This Matters: Customer concentration is the #1 valuation risk factor. A single customer >15% of revenue can reduce your valuation by 20-40% or make your business unsellable.

What percentage of revenue comes from your largest customer? *

💰 Valuation Impact by Top Customer Concentration:
• <10%: No discount
• 10-15%: 10-15% valuation discount
• 15-25%: 20-30% discount
• 25-40%: 30-50% discount
• >40%: Often unsellable or 50%+ discount

What percentage of revenue comes from your top 3 customers combined? *

How many customers does it take to reach 50% of your revenue? *

20+ customers (highly diversified)

10-20 customers (well diversified)

5-10 customers (moderate concentration)

3-5 customers (risky concentration)

1-2 customers (extreme risk)

Your Exit Readiness Score

Calculating...

Based on your comprehensive assessment

Section Breakdown

Financial Readiness

Customer Diversification

Operational Independence

Personal Readiness

📊 What Happens Next?

A SunBridge M&A advisor will review your assessment and contact you within 24-48 hours to discuss:

Your detailed exit readiness report with personalized recommendations
Estimated valuation range based on your business profile
Priority action items to maximize your exit value
Timeline and roadmap to achieve exit readiness
Potential value increase from addressing key gaps ($100K-$2M+ typical)

Elite Business Exit Readiness Assessment™

Let's Get Started

Business Profile & Industry

Section 1: Financial Readiness

Section 5: Personal & Psychological Readiness

Section 3: Operational Independence

Section 2: Customer Concentration

Your Exit Readiness Score

Section Breakdown

Financial Readiness

Customer Diversification

Operational Independence

Personal Readiness

📊 What Happens Next?

Popular Links

Subscribe Now

Elite Business Exit Readiness Assessment™

Let's Get Started

Business Profile & Industry

Section 1: Financial Readiness

Section 5: Personal & Psychological Readiness

Section 3: Operational Independence

Section 2: Customer Concentration

Your Exit Readiness Score

Section Breakdown

Financial Readiness

Customer Diversification

Operational Independence

Personal Readiness

📊 What Happens Next?

💰

Is Your Business Worth More Than You Think?