Exit Readiness

The Exit
Readiness Audit

The 79-item PE diligence, run on your business — two years before the
buyer arrives.

Engagement Summary

The Exit Readiness Audit

Format

2–3 week, deliverable-bounded

Fee

$10,000–$15,000 (sized to company complexity)

Outcome

Written scorecard and 18–36 month
roadmap to PE-ready

What you'll get.

The 79-item PE diligence audit applied 12–24 months before you list. Written scorecard covering financials, ERP and systems, KPI reporting, working capital, customer concentration, ownership structure, and key-person dependencies — benchmarked against PE buy-box requirements for your industry. Includes a 90-minute walkthrough.

Best fit

Owners 2–5 years from a meaningful transaction who have heard enough buyer language to know they're not ready but don't yet know what specifically is broken.

Engagement intake.

A few questions to make our first conversation useful. Sean reads every intake personally and responds within two business days. Nothing here is binding — it is the briefing for a real conversation about real work.

The Exit Readiness Audit — $10,000–$15,000 (sized to company complexity)

This is the most useful field. The more honestly you can describe the moment, the better the first conversation will be.
Sean will review personally and respond within two business days. If the engagement is a fit and the timeline works, the next step is a 30-minute scoping call. If it isn’t, we’ll tell you that — and recommend the right path instead.