Exit Readiness Quick Scan

The Exit Readiness
Quick Scan

Most founders don't know they have a gap until a buyer finds it first. This Quick Scan surfaces the areas that matter most to institutional buyers — revenue quality, operational efficiency, people and continuity, and risk exposure. Answer honestly. Where your gaps cluster tells you where to start.

Start the Scan

Exit Readiness Assessment

Answer each question as it stands today — not where you're headed. This isn't a vision exercise. It's a snapshot.

Your Information

Section 1 of 4

Revenue Quality

Institutional buyers start here. Revenue that can't be independently verified or that walks out the door with a customer concentration event will stop a deal or reprice it.

Q1

Could an investor independently verify your reported revenue from source data and arrive at the same number — with no adjustments required?

Q2

Can you show, by segment, whether your existing customers are growing or contracting?

Q3

If your top three customers left tomorrow, do you know exactly what that does to your valuation?

Section 2 of 4

Operational Efficiency

A business that runs on the founder's memory isn't a business — it's a job. Buyers pay for systems, not heroics.

Q4

Could your team produce investor-grade financials in two weeks without a fire drill?

Q5

Is your revenue generation process documented and repeatable without relying on any single person's relationships or knowledge?

Q6

Do you know your Rule of 40 score — and is it improving?

Section 3 of 4

People & Continuity

Acquirers are buying the future of the business, not just its history. Who runs it, who stays, and whether relationships transfer are all diligence items.

Q7

Can your leadership team run the business day-to-day without founder involvement?

Q8

Are your key customer and institutional relationships transferable — documented in a way that doesn't depend on any one person staying?

Section 4 of 4

Risk Exposure

Risk doesn't have to be catastrophic to kill a deal. Unresolved IP, tax exposure, or a messy cap table can reprice a transaction or stall it indefinitely.

Q9

Are IP assignments signed for every person who has ever written code, developed product, or created content for your company?

Q10

Has anyone assessed your tax exposure across every jurisdiction where you have customers, employees, or sales activity?

Q11

Is your cap table clean, current, and fully reconciled — including all SAFEs, convertible notes, and option grants?

Q12

Do you have a data room — even a skeleton — organized and maintained as an operating document?

Your results are ready.

Score: — / 12

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out of 12
Your Tier

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Section Breakdown

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