Before you sell your business, know where you actually stand.
The Exit Worthy Assessment gives business owners a clear, practical look at value, sellability, and transferability before engaging buyers or advisors.
No hype. No sales pressure. Just an honest look at where you stand.
What is the Exit Worthy Assessment?
The Exit Worthy Assessment is a paid evaluation of where your business stands today if you had to sell it tomorrow.
We start with the same financial review every buyer, broker, or appraiser would look at. Historical financials. Cash flow. Size. Consistency. Trends. That gives us a valuation baseline and a realistic range, not a magic number.
Then we go one layer deeper.
We evaluate whether that value holds up once a buyer starts asking harder questions.
That second layer is where deals stretch, break, or get discounted. It’s also the part most owners never see until they’re already deep into a sale.
This assessment is designed to surface those issues early, while you still have leverage and options.
Owners usually use the Exit Worthy Assessment in one of three situations.
You’re considering a sale and don’t know where to start.
Rules of thumb feel lazy. Online calculators feel thin. Early broker conversations start throwing numbers around and pushing urgency. You want a grounded way to understand what your company is worth, whether it’s actually sellable, and what matters before going further.
You’re not selling yet, but you know timing is rarely ideal.
You want to be intentional instead of reactive. You’ve seen what happens when health, burnout, family issues, or market shifts force a sale before preparation. This gives you a baseline you can revisit and improve over time.
You receive an unsolicited offer or letter of intent.
A buyer reaches out of the blue and pushes for speed. They drop an LOI on your desk and want you tied up before you understand the mechanics behind it. You don’t want a broker pitching a commission or a lawyer overcomplicating things. You want to know whether this deal is worth pursuing or whether the buyer is trying to screw you.
We built the Exit Worthy Assessment around a simple reality most owners don’t see until it’s too late.
Most business owners encounter valuation in one of two ways.
The first is informal estimates. A broker glances at your financials and starts talking in multiples. An online calculator asks a few questions and spits out a number. Someone tells you businesses like yours sell for “about three times earnings.” These approaches are simple and fast, but they’re built on broad averages. They might point you toward a rough range, but they don’t explain why that number holds up or why it falls apart once a buyer looks closer.
The second is a formal appraisal. These often cost $10,000 or more and are built to satisfy banks, courts, or the IRS. They’re heavy on methodology and documentation, but light on decision-making. You end up with a thick report that defends a number on paper, without much guidance on whether buyers will actually agree with it or what to do if they don’t.
Once a valuation baseline is established, whether informal or formal, the numbers alone stop telling the full story. This is where real-world outcomes start to diverge. Businesses with similar financials can sell for very different results depending on how buyers perceive risk, confidence, and what it will actually be like to take the business over.
That’s the gap the Value Mountains framework is designed to explain.
The Value Mountains show two things at once.
First, based on the size of your cash flow, your business naturally sits on a certain mountain. That determines the buyer pool and the range of multiples that even make sense.
Second, how high you climb that mountain, or how far you slide down it, depends on how buyers experience the business once they dig in. Very few businesses reach the premium peak. Plenty slide into discounted outcomes when risks show up late.
That swing can easily be plus or minus 50 percent in real deals.
The Exit Worthy Assessment exists to show you where you actually sit on the mountain today and why.
What’s included in the Exit Worthy Assessment?
A comprehensive business valuation report
You receive a detailed, decision-grade business valuation report. This is not a software summary and it is not a three-page snapshot.
The report examines your business the way real buyers do, not the way owners hope they will.
We evaluate whether that value holds up once a buyer starts asking harder questions.
The goal is not to put a number on paper. It’s to understand what survives contact with a buyer.
Analysis across the 16 Value Boosters
Two businesses can generate the same financial statements and still sell for very different deals. The difference is not the spreadsheets, or the rules of thumb, or what a cash flow statement tells you. It’s what buyers see once they look past the surface and start assessing risk, confidence, and handoff.
Your business is evaluated against all 16 of our proprietary Value Boosters to identify:
At some point in every deal, buyers stop debating the numbers and start debating the business itself. That evaluation happens across three dimensions that determine whether value holds, stretches, or collapses. We analyze these 16 boosters that are grouped across the same dimensions buyers use when deciding whether to proceed and how hard to push on price and terms.
Valuable
Sellable
Transferable
This analysis explains why outcomes stretch upward for some businesses and collapse for others with similar financials.
One-on-one strategy session
After the report is delivered, we meet for a focused one-on-one strategy session to walk through what the findings actually mean.
We cover:
The purpose of this conversation is clarity. To replace guesswork before irreversible decisions are made.
In many cases, there is nothing further to buy at the end of the call. Sometimes the right answer is to wait. Sometimes it’s to address a short list of issues and leave the rest alone.
If additional support makes sense and you ask for it, we’ll talk through what that could look like. If it doesn’t, you still leave with a clear understanding of where you stand and what matters next.
What Happens Next
When you purchase the Exit Worthy Assessment, here’s what happens:
Instant Access to the Onboarding Portal
You’ll get immediate access to a secure portal with:
You Provide the Necessary Materials
Share basic financial & business information with us:
You Get Your 27-Page Valuation Report + Value Booster Analysis
One of our strategy experts will review your materials and deliver:
We Walk Through It Together in a One-on-One Strategy Session
After you’ve had a chance to review the report, we’ll schedule a strategy session to:
What it costs.
The Exit Worthy Assessment is $1997.
That fee reflects the level of analysis involved and the fact that this is real advisory work, not a teaser or a sales device.
You’re paying for a structured evaluation of your business, grounded in how buyers actually think and how real deals actually play out. The goal is clarity, not reassurance.
Charging for the assessment gives us permission to be direct. To say when something doesn’t hold up. To explain where value is real, where it’s fragile, and where expectations need to be adjusted.
There is no listing agreement, no obligation to move forward, and no pressure attached to the result.
This is simply the first step for owners who want an honest read on where they stand and what their options actually look like.
Tools You Can Put to Work Today
Our library is designed for one thing: helping you get smarter about your exit.
Whether you want to study real case studies, dive into our books & courses, or read some articles, you will find insights here that cut through the noise and give you clarity you can use.
How to Prepare a Business for Sale
Learn how to prepare a business for sale with plain-English steps to improve value, reduce buyer risk, and avoid costly mistakes before market.Transferable Value in a Business Explained
Learn what transferable value in a business means, what buyers pay for, and how owners can build a company that holds value without them.How to Increase Business Valuation
Learn how to increase business valuation by improving cash flow, reducing risk, tightening records, and fixing the issues buyers notice fast.Sell Side Advisor for Business Sale: What Matters
A sell side advisor for business sale helps owners price, prepare, market, negotiate, and close with less noise, fewer mistakes, and more control.
