Exit Readiness Survey
Helping Your Business Be Ready for Transition
As you set out on your entrepreneurial journey, your business will encounter various transitional phases. To stay aligned with your goals and help ensure your business is well-prepared for every twist and turn, we invite you to participate in the survey below.
Instructions:
Step 1. Rate each category from 1-6, based on the below key:
- Bad/Nonexistent
- Needs improvement
- Slightly Below Average
- Slightly Above Average
- Best-in-Class
- In a Class of One
Step 2. Add all ratings together and put your total in the TOTAL RATING section.
Step 3. Divide your TOTAL RATING by the MAXIMUM RATING of 132. The result will be your percentage READINESS SCORE.
Example:
TOTAL RATING = 88
MAXIMUM RATING = 132
88/132 = .67
READINESS SCORE: 67%
Who We Work With
We specialize in helping business owners exit strategically and offer individual, holistic planning to help clients live the life they want.
Our Approach
We offer a holistic planning process that prioritizes client education and gives you the knowledge and freedom to do more of what you want.
Our Team
Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.