Exit Readiness Scorecard

Exit Readiness Scorecard


This scorecard assesses your business across the key factors buyers evaluate: financial readiness, operational readiness, customer readiness, and legal compliance.

Exit Readiness Scorecard | Scale Suite

Exit Readiness Scorecard

How ready is your business to sell?

Financial Readiness
How clean are your financials?
Messy / mixed with personal
Mostly clean
Audit-ready
Profit trend over last 3 years?
Declining
Stable
Growing
Revenue predictability?
Project-based / lumpy
Some recurring
Strong recurring base
Operational Readiness
Owner dependency?
I am the business
Key in some areas
Could run without me
Management team quality?
Just me / weak
Some good people
Strong team in place
Documented processes?
All in my head
Some documented
Comprehensive SOPs
Customer Readiness
Client concentration?
Top client > 40%
Top client 20-40%
Well diversified
Customer contracts?
Mostly handshakes
Some contracts
All contracted
Client relationships?
Personal to me
Mix of personal/company
Company relationships
Legal & Compliance
IP and assets?
Unclear ownership
Mostly documented
Fully protected
Compliance status?
Some issues
Mostly compliant
Fully compliant
Exit Readiness
0
out of 33

Priority Actions

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Exit readiness depends on many factors. This scorecard highlights common areas buyers evaluate.
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Guidance on Utilising


Purpose:

Answer questions about your financials, profit trends, owner dependency, team strength, client concentration, contracts, and compliance. The calculator provides a readiness score and priority action plan.

Tips for Ongoing Use:
Bookmark this page (Ctrl+D or Cmd+D) for quick access.
- Complete annually even if not planning to sell
- Use to guide business improvement efforts
- Track progress on identified weaknesses
- Review with advisors 2-3 years before planned exit

Understanding Basics:
Exit readiness takes years to build. Buyers pay premiums for businesses with clean financials, recurring revenue, strong teams, diversified clients, and documented processes.

Benefits for SMEs:
- Understand what makes businesses sellable
- Identify gaps before going to market
- Maximise eventual sale price
- Build a more valuable business regardless of exit plans

More Tools for Your Business: Finance & HR | Owner Toolkit

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