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M&A SELL Readiness Scorecard

Before you go to the market, know where you stand.
Selling a business is one of the most significant financial and professional decisions you can make as an owner. It can unlock liquidity and new opportunities, but only if you approach the process with clarity and preparation.
This scorecard is designed to help you assess your financial, operational, and personal readiness to successfully position, market, and exit your business.
Why it matters: This is your roadmap. By completing the checklist, you’ll receive a SELL Readiness Score, along with tailored insights and recommended next steps to strengthen your valuation, reduce risk, and improve your chances of a successful exit.
It takes just 10-15 minutes to complete, a small investment of time that can save you months of stress, lost value, and missed opportunities when you decide to sell.
Get your house in order! Before you can even think about selling your business, act like you’re selling your house. This handy chart will help you think through some of the things you need to do to prepare yourself to go to market!
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Email

First & Last Name, Title

Example: Tom Ford, CEO

Business Name

Phone Number

Website URL (if applicable)

What is your employee count (include yourself)?

When are you looking to sell your business (please indicate months/years)?

Why are you looking to sell your business?