√ Evaluate Exit Readiness – Get a Sellability Report plus PREScore and Freedom Reports to assess personal and financial preparedness.

√ Receive a Business Valuation – Receive a Certified Valuation to determine market value and listing price.

√ Strategically Plan – Align personal and financial goals with expert exit, succession, and tax guidance.

√ Asses from a Buyers Perspective – Conduct due diligence to enhance marketability and maximize sale potential.

8-10 hours of personalized consulting with our expert team at a time that works best for you!

Step 1: Evaluate your business on 8 key value drivers and assess personal and financial readiness for a successful transition.

Outcome: 30-page Sellability Report, 30-page PREScore Report & 20-page Freedom Score Report.

Step 2: Analyze reports to confirm transition readiness, financial security, and receive a certified business valuation.

Outcome: Expert guidance to ensure sale readiness, financial stability, and an official listing price.

Step 3: Evaluate your business from a buyer’s perspective and complete due diligence.

Outcome: Achieve sale readiness and full preparation for buyer questions & objections.