VestVet Business Sale Readiness Assessment

Complete the assessment, submit it, and immediately receive your Sale Readiness Score and useful initial findings for $0. No payment information is required.

Protect your information: do not submit Social Security numbers, passwords, payment-card data, bank credentials, full tax returns, or other unnecessary sensitive records.

Optional Business Profile

Veteran-owned status

Approximate annual revenue range

Estimated sale timeline

Interested in selling to a veteran

1. How organized are your last three years of business financial records?

Complete, organized, and regularly reviewed

Complete but could use some cleanup

Some records are incomplete or difficult to locate

Records need significant work

2. How clearly separated are your business and personal expenses?

Completely separated

Mostly separated with occasional overlap

Significant overlap

They are not meaningfully separated

3. How consistently profitable has the business been?

Profitable each of the last three years

Profitable in two of the last three years

Profitability varies significantly

Usually around break-even

4. What best describes revenue over the last three years?

Consistently growing

Gradually declining

Significantly declining

5. How well do you understand the company's normalized earnings, SDE, or EBITDA?

Clearly calculated and documented

I have a reasonable estimate

I have heard the terms but haven't calculated them

6. How well documented are your major business processes?

Major processes have written procedures

Some major procedures are documented

Very little is documented

Most processes exist only in people's heads

7. Can managers or employees handle day-to-day operations?

Yes, without significant owner involvement

Mostly, but I remain involved in important areas

Only in limited areas

The business depends on me for daily operations

8. How organized are business records, customer information, contracts, and operational data?

Centralized and well organized

Mostly organized but spread among several systems

Difficult to locate consistently

Poorly organized or undocumented

9. Are major equipment, vehicles, inventory, and other business assets documented?

Yes, with current records

Most are documented

Records are incomplete

We don't maintain reliable asset records

10. Could the business operate for two weeks without you?

Yes, without major disruption

Yes, but employees would contact me regularly

Only with significant difficulty

11. Who controls the company's major customer relationships?

Employees/managers maintain them

Relationships are shared between me and employees

I maintain most important relationships

Customers primarily buy because of me personally

12. How much decision-making authority has been delegated?

Managers have clear authority

Some decisions are delegated

Nearly all important decisions come through me

Essentially every decision requires me

13. How prepared are you if a key employee or owner suddenly becomes unavailable?

Roles are documented and people are cross-trained

Some backup arrangements exist

Significant key-person risk exists

Losing one key person could seriously disrupt the business

14. Approximately what percentage of revenue comes from your largest customer?

15. How much of your business comes from repeat, recurring, or contracted customers?

Revenue is largely unpredictable or one-time

16. How well documented and transferable are important customer/vendor agreements?

Most are documented and reasonably transferable

Some are documented or transferable

Many relationships are informal

I'm unsure or very little is documented

17. What is the status of licenses, permits, taxes, litigation, and major compliance matters?

Current with no known significant problems

Minor issues exist but appear manageable

Important unresolved matters exist

Significant issues exist or I don't know

18. How clear and organized are ownership records, entity documents, intellectual property, and major agreements?

Clear and organized

Mostly organized with some gaps

Important gaps exist

Significant uncertainty exists

19. How did you determine what the business may be worth?

Professional valuation or strong financial analysis

Research and financial estimates

I have a number in mind but little analysis behind it

I don't know what it might be worth

20. How developed is your transition plan?

Written transition plan with a realistic handoff strategy

I have a general plan

I've thought about it but haven't developed a plan

I have no transition plan

I agree that VestVet may retain my assessment and contact information to provide my free results and any service I request. I understand VestVet will not sell my information or automatically share confidential information with sellers, buyers, or investors.

I would like VestVet to contact me about follow-up services and potential future opportunities.

VestVet Business Sale Readiness Assessment

First Name

Last Name

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Optional Business Profile

Phone

Business website

City

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Business type