Seller Preparation — know where you stand, prepare with confidence

How it works

A guided sequence, from purchase to professional conversation.

Nothing is scheduled, taught, or coached. You purchase the assessment, work through it in order, and keep everything you complete.

  1. 1. Select your assessment

    Choose the Base Assessment or the Comprehensive Assessment. Both are one-time payments and your access does not expire.

  2. 2. Create an account or sign in

    You create your account, or sign in to an existing one, before payment. Your assessment is attached to that account.

  3. 3. Complete secure checkout

    Payment is processed securely by Stripe. Base is $99 and Comprehensive is $149, charged once.

  4. 4. Receive dashboard access

    Your purchased documents appear immediately in a private dashboard only you can see.

  5. 5. Follow the approved sequence

    Documents are grouped into milestones and released in order. Each one assumes you have read the one before it.

  6. 6. Complete, save, and share

    The Owner Readiness Snapshot™ and the review documents are fillable. Everything can be downloaded and shared with your own attorney, accountant, or M&A professional, so you arrive at your next professional conversation with your understanding already organized.

Ready to see where you stand? Review what the assessment includes.

Review the assessment