TOOLS AND ASSESSMENTS

This 10-point checklist helps business owners quickly assess their readiness for a successful transition, covering key areas like planning, advisory support, and post-exit preparation.

Created by Cultivate Advisors™, complete this assessment and receive a personalized report designed to help you understand and grow your business’s value. Your free report will include an estimate of what your business is worth, your industry-specific value multiplier, and a health assessment based on the Propeller Methodology. You'll also receive a tailored roadmap for business value and growth and strategic recommendations using the Value Acceleration Methodology™. Start today to gain clarity, insight, and a focused path to increased business value.

This scorecard helps business owners evaluate their exit readiness across 22 key areas, from financials and brand strength to leadership, customer contracts, and personal expectations. By rating each category on a scale of 1–6, owners receive a percentage-based Readiness Score to gauge how prepared they are for a transition.

This scorecard helps business owners evaluate the attractiveness of their business to potential buyers by assessing 22 key areas, including forecasts, market, investor considerations, and more. Owners rate each category on a scale of 1–6 to calculate a total score, which reflects how appealing their business is for a transition.

This assessment helps business owners evaluate their business attractiveness by rating key factors in categories such as Personal, Operations, Market & Industry, Financial, and Legal & Regulatory. Owners score each question on a 1–6 scale, then calculate their Attractiveness Score by dividing the total rating by the maximum score. This score highlights strengths and areas for improvement, offering valuable insights for business growth and potential sale.

When it comes to exiting your business—whether that means selling it, transferring it to the next generation, or initiating an employee stock ownership plan—it’s best not to go it alone. Many business owners have regretted not having the right counsel in place. 

Understanding Your Business Value is a document that explains how to value your business by using the Value Acceleration Methodology. Using the 5 stages of Identify, Protect, Build, Harvest, and Manage, you will learn how to ensure the value of your business is recognized and you are primed to create a successful and valuable exit.