COMPLIMENTARY DIAGNOSTIC

Ten questions.
How ready is your business
for exit?

A plain-English read on where your business currently stands across six readiness dimensions — before any conversation with an adviser. No obligation, no follow-up unless you ask for it.

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What the scorecard measures

Six readiness dimensions. Scored against the market.

Most SME owners significantly overestimate what their business is worth before preparation. The scorecard gives you a structured read on where the gaps sit — and which gaps move the eventual sale price most.

01
Valuation Drivers
What a buyer actually pays for, and which improvements have most leverage on the sale price.
02
Tax-Aware Structuring
Entity and tax-structure review, coordinated with registered tax and legal advisers before any transaction.
03
Preparing for Sale
Clean, auditable financials. Documented systems. A business that operates independently of the owner.
04
Leadership Transition
Internal leadership capacity. Reducing the owner’s operational footprint in the business.
05
Family Succession
Operational continuity balanced with family fairness, estate-planning coordination, and multi-generational succession issues.
06
Life After Exit
Commercial readiness, tax considerations, and adviser coordination — referred to licensed financial advisers where required.
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Question 1 of 10 · Valuation Drivers
DIMENSION · VALUATION DRIVERS

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Succession Readiness Scorecard

YOUR RESULT

0/100

Dimensional breakdown
Where to from here

A 15-minute call is the start.

No obligation. We will tell you, plainly, where your position appears to sit, what preparation work is most leveraged for your specific gaps, and which specialist advisers may need to be involved alongside the commercial advisory work.

This diagnostic is general information only. Scores are indicative and depend on the accuracy of the answers provided. The diagnostic does not constitute tax advice, legal advice, financial product advice, or insolvency advice. Tax agent services are provided through Versatile Accounting Pty Ltd (TAN 79486001). Where legal, estate-planning, insolvency, superannuation, insurance, investment or financial product advice is required, we refer to or coordinate with appropriately licensed professionals.