Exit Readiness Guide
How to make your company sale-ready over the years — and achieve the full price when the time comes.
Exit Readiness Guide
How to make your company sale-ready over the years — and achieve the full price when the time comes.
- Eight value levers that drive the sale price — from owner independence to balance-sheet hygiene
- For each lever: why it moves the price, how a buyer sees it, what you can do
- Fillable Exit Readiness scorecard and action plan over 36, 24 and 12 months
- Drawn from more than 20 years and over 100 supported transactions
Who it is for.
The guide is written for owners of small and mid-sized companies who are not considering a sale or succession tomorrow, but in the coming years — and want to increase the value of their company in a focused way until then. Those who start early negotiate later from a position of strength.
It is equally suited to owners without a fixed timeline who want to understand how a buyer measures the value of a company — and where they have the greatest lever today.
What you receive.
A 16-page guide that works through the eight value levers of sale readiness step by step: independence from the owner, audit-ready accounting, recurring revenue, customer concentration, a second management layer, documented processes, legal cleanliness and balance-sheet hygiene. For each lever we explain why it moves the price, how a buyer recognises it and which measures work over what time horizon.
The PDF also contains a fillable Exit Readiness scorecard for an honest self-assessment, plus an action plan over 36, 24 and 12 months — fillable on screen or printed. The stocktake becomes a concrete roadmap.
Frequently asked questions.
In what format do I receive the guide?
You receive the guide as a 16-page digital PDF. The download begins immediately after payment; we also send the PDF and the invoice by email. The scorecard and action plan can be filled in on screen or printed.
When should I begin preparing?
As early as possible. The levers with the largest effect — independence from the owner, a second management layer, recurring revenue — take years, not months. Anyone considering a sale in three to five years has the greatest lever today; even with a shorter runway much can be put in order.
Does the guide replace individual advice?
No. The guide creates orientation and a structured roadmap. Which lever is strongest in your case and when the right moment for each step is depends on your company — and that judgement is what we make with owners confidentially.
Looking for concrete, individual support? An overview of our services can be found under Selling a company and Business succession.