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Owner Exit Readiness Snapshot
A short, confidential business snapshot. No sales calls. No follow-up required.
Important: Before you start
This Snapshot is designed to help you identify possible exit-readiness gaps in your business. It is not a valuation, legal opinion, financial advice, tax advice, accounting advice, or a guarantee of any sale outcome.
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I understand this is a general readiness review and not professional advice.
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Business name
Email address (required)
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Owner name
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Industry
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Operating model
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Operating model
A
Owner-operated
B
Manager-run
Trading context
How many years has the business been trading?
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Average monthly revenue ($)
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Before owner drawings or salary
Monthly Operating Expenses (excluding staff wages) ($)
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Include overhead costs such as rent, vehicles, insurance, software, utilities, admin, marketing, and other fixed operating costs.
Do not include staff wages or the owner’s drawings/salary here.
Total Monthly Staff Wages (excluding the owner)
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Include all employee wages, salaries, payroll costs, and regular subcontractor labor required to operate the business.
Do not include the owner’s wage or drawings.
Owner salary or drawings per month ($)
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If unpaid, estimate market replacement cost
If the owner stepped away for 30 days, what would happen?
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If the owner stepped away for 30 days, what would happen?
A
Business runs normally
B
Some disruption
C
Major disruption
D
Business would struggle to operate
Is there a manager capable of running the business?
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Is there a manager capable of running the business?
A
Yes
B
No
Which of the following apply? (tick any)
Which of the following apply? (tick any)
Owner performs multiple critical roles
Revenue depends on a small number of customers
Key processes are undocumented
Margins rely on unpaid owner labour
No clear handover plan
Anything else a buyer should know? (optional)
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