Seller Preparation Assessment™
Know where you stand before anyone asks.
A structured first step for owners beginning to think about a future sale, succession, or other change in ownership. You complete it privately: it helps you organize what you already know, surface the questions you have not yet answered, and recognize where deeper professional help may be needed — before you enter a serious preparation or transaction conversation.
It supports professional expertise. It does not replace it.
Self-directed · Educational · Not legal, tax, or investment advice
What this assessment helps you do
Organize what you know. Notice what you don't.
- Clarify your expectations, priorities, and objectives for a future sale or transition.
- Organize what you currently know about your business in one place.
- Identify the questions you have not yet answered.
- Think through subjects commonly relevant to future preparation.
- Recognize where qualified professional expertise may eventually be useful.
- Create a clearer written record to bring into future conversations.
The assessment does not provide a valuation, a readiness score, a certification, an individualized professional opinion, a business-improvement plan, brokerage representation, legal or tax advice, coaching, professional matching, or any transaction guarantee.
What may become clearer
An honest before and after
Every owner begins from a different place, so outcomes vary. The following reflects what the assessment is designed to help make clearer — not a promised result.
Before
- Expectations held in your head rather than written down
- Questions scattered across conversations and notes
- Uncertainty about what preparation actually involves
- Limited visibility into which areas may need further exploration
After completion
- Expectations, priorities, and concerns documented in your own words
- Important subjects considered in a guided sequence
- Questions and uncertainties made more visible
- Completed materials you control and retain
- A clearer starting point for professional conversations
Completing the assessment does not mean your business is ready to sell. It means your understanding is better organized. Related reading: Why Understanding Comes Before Readiness.
The assessments
Two packages, two different functions
Both are one-time purchases. Base gives you visibility. Comprehensive adds educational context around what you have written down.
Visibility
Base Assessment™
“What exists, what do I currently understand, and where are my questions?”
Helps you identify and organize what already exists, document what you understand, and make your uncertainties and questions visible.
$99
- Guided orientation, walkthrough, and completion materials
- The Owner Readiness Snapshot™, completed privately by you
- A written record of your expectations, questions, and concerns
- Private dashboard access; download any time
Visibility plus educational context
Comprehensive Assessment™
“Why might these observations or uncertainties matter?”
Everything in Base, plus structured educational context on why certain observations, questions, or gaps may matter in future planning and professional conversations.
$149
- Everything in the Base Assessment™
- Transaction Readiness Implications Review™
- Transaction Readiness Understanding Summary™
- General educational context — not an analysis of your answers
How it works
A structured first step
Choose Base or Comprehensive, create your account, and complete a one-time secure checkout.
Completed privately
Work through the materials in a guided sequence, at your own pace, inside your private dashboard.
Yours to carry forward
Save and download your completed files, and share them with your own professionals if you choose.
Begin with an honest picture.
Work through the assessment privately, and arrive at your next professional conversation with your understanding already organized.