Business Exit Readiness Discovery Session Questionnaire

Please complete all sections below. Your responses will be reviewed by our team.

Company Information

A. Business Foundation

1
2
3

Recurring revenue typically commands a higher valuation multiple.

B. Financial Profile

4
5

C. Exit Timeline & Motivation

6
7
8
9

D. Business Readiness

10
11
12
13

E. Advisory & Transaction Readiness

14
15
16

F. Personal Vision & Post-Exit Goals

17
18