Inflection Readiness Assessment

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Inflection Readiness Assessment

A self-assessment for business owners.

Before you start.
Every business reaches an inflection point. Some owners choose the moment. Many have it chosen for them. There are no wrong answers and nothing here assumes you are selling.

The point is to find the gaps while you still have time to close them. You will learn where you stand across business value, your own finances, what comes next, and timing.

Untitled Survey Field

	Not true	Somewhat	Mostly	True
You have a current, independent view of what your business is worth.
You understand how a buyer would arrive at a value for your business, and what drives the multiple up or down.
Third row
Fourth row
Fifth row

First Name

Last Name

Company Name(Required)

Your Role / Title(Required)

Email Address(Required)

My most trusted 3rd-party advisor is my…

Not scored — used to personalize the report.

Anticipated Transaction Timeline

Optional — your best estimate of when a sale or recapitalization might occur.

Expected Sale Proceeds

Untitled

First Choice

Second Choice

Third Choice

Section 1 — Your Priorities

For each area, rate how important it is to you as you prepare for a sale or recapitalization.

Priority: Wealth Management(Required)

For one of life's most significant liquidity events, a plan to preserve wealth and grow wealth after a transaction occurs is in place.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Tax Strategies(Required)

Tax planning to mitigate the tax consequences of a sale.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Estate Planning(Required)

Current estate document preparation and a plan for transferring wealth across generations ahead of the sale.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Private Banking(Required)

Access to private banking for personal lending, credit, and cash-management needs.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Charitable Strategies(Required)

Charitable and philanthropic planning aligned with your values that can also mitigate taxes.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Personal Life-After(Required)

Identity, purpose, and the personal transition into the next season after the business sale.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Personal Insurance(Required)

Personal risk management and insurance coverage appropriate for a high-net-worth individual.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Priority: Stakeholders(Required)

Alignment of family, shareholders, key leaders, and employees through a recapitalization.

Very Important

Important

Semi-Important

Not Important

Unsure / Not applicable

Your Top 3 Priorities

Now that you've rated each area, select your top three priorities. Which three matter most to you right now?

2nd Priority

3rd Priority

Section 2 — Confidence with Current Resources

For each area, rate how confident you are that your current resources are appropriately sophisticated to manage through a significant liquidity event.

Confidence: Wealth Management(Required)

For one of life's most significant liquidity events, a plan to preserve wealth and grow wealth after a transaction occurs is in place.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Tax Strategies(Required)

Tax planning to mitigate the tax consequences of a sale.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Estate Planning(Required)

Current estate document preparation and a plan for transferring wealth across generations ahead of the sale.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Private Banking(Required)

Access to private banking for personal lending, credit, and cash-management needs.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Charitable Strategies(Required)

Charitable and philanthropic planning aligned with your values that can also mitigate taxes.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Personal Life-After(Required)

Identity, purpose, and the personal transition into the next season after the business sale.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Personal Insurance(Required)

Personal risk management and insurance coverage appropriate for a high-net-worth individual.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Confidence: Stakeholders(Required)

Support for navigating complex stakeholder / shareholder / family dynamics that could complicate a sale.

Excellent resources — clearly sophisticated enough

Moderate resources

Limited resources

No resources in place

Unsure / Not applicable

Section 3 — Steps You Have Already Taken

For each statement, choose the answer that best reflects your situation today. Statements are grouped by priority area.

Wealth Management

My personal financial plan is reviewed and updated on a regular basis.(Required)

Yes, I have a financial plan and review it regularly

Yes, I have a financial plan but rarely review it

I have a financial plan but I'm not sure if it's still current

I have an outdated or incomplete financial plan

I don't have a financial plan yet

I have a clear picture of how much I need (post-tax) from a sale or recapitalization to meet my long-term needs and goals.(Required)

Yes, I have a clear, calculated post-tax number

I have an estimate, but it hasn't been formally modeled

I have a general sense, but nothing concrete

I haven't calculated this yet

I haven't thought to look into this yet

I have a clear sense of what my business is worth and a plan to protect that wealth through a sale.(Required)

Yes, I know my business's value with a formal valuation

I have a good estimate of value

I have a rough idea of value

I don't have a clear sense of what my business is worth

I haven't explored this yet

The people advising me have meaningful experience guiding business owners through a sale.(Required)

Yes, I’m confident they’ve guided many owners through a sale

I believe so, but I'm not entirely sure

I think they may have some experience with this

I don’t think they have much experience with business sales

I don't have an advisor in this area

My advisory team is equipped to handle the scale of complexity that I need help managing after a sale.(Required)

Yes, my advisory team can clearly handle it

Mostly, though there are some gaps

My team can handle parts of it, but not all

My team isn't equipped for this level of complexity

I don't have an advisory team in place

I have access to alternative investments, namely investments in private companies or real estate.(Required)

Yes, a wide variety

Somewhat, a limited number

Somewhat, a small number

Not many or none

Unsure / I've never looked into it

Tax Strategies

I have explored options for mitigating the tax consequences of a business sale.(Required)

Yes, and I have a tax mitigation strategy in place

I've explored options and I'm working on a strategy

I've heard of strategies like these, but don't have a plan yet

I haven't explored this yet

Tax mitigation isn't something I've prioritized

Estate Planning

I understand the potential estate planning implications of a business sale.(Required)

Yes, a plan is in place to update my estate documents

I know it's important, but haven't finalized the timing

I've heard it matters, but haven't given it much thought

I wasn't aware this was something I needed to do

This isn't something I plan to prioritize before a sale

I have thought through how to transfer wealth across generations.(Required)

Yes, I have a wealth-transfer plan in place

I have a general plan, but it isn't finalized

I've thought about it, but haven't made a plan

I haven't thought about this yet

Generational wealth transfer isn't a priority for me

I have an estate plan that I review regularly.(Required)

Yes, I have an estate plan and review it regularly

Yes, I have an estate plan but rarely review it

I have an estate plan but I'm not sure if it's still current

I have an outdated or incomplete estate plan

I don't have an estate plan yet

I know the importance of updating my estate documents ahead of a sale and have a plan to get it done.(Required)

Yes, a plan is in place to update the estate plan

Yes, but the timing of updating the plan is not finalized

I've heard it matters, but haven't given it much thought

I wasn't aware this was something I needed to do

I don't have an estate plan

I have thought through how a sale or recapitalization may impact my family dynamics and future generations.(Required)

Yes, and I've had meaningful conversations with my family about it

I've thought about it and had some initial family discussions

I've thought about it on my own, but haven't involved my family yet

I haven't really thought about this yet

This isn't a concern for my family situation

Private Banking

I currently have access to private banking for personal lending and credit needs.(Required)

Yes, I use it regularly

Yes, but I don't use it much

No, but I would like to have access

No, and I don't think I would use it

Unsure if I do or not

Charitable Strategies

I have looked into charitable strategies that may help mitigate tax consequences ahead of a business sale.(Required)

Yes, and I have a plan in place (e.g., DAF, CRT, private foundation)

I've looked into options like DAFs or CRTs, and I'm working on a plan

I've heard of strategies like these, but don't have a plan yet

I haven't explored this yet

Charitable giving isn't part of my plans

I have thought through the charitable causes I want to support and how to allocate funds.(Required)

Yes, I know which causes I want to support and how much to allocate

I have a strong idea of the causes, but haven’t finalized the amounts

I have charitable intent, but haven’t narrowed down the specifics

I haven't explored or thought about this yet

No current charitable intent

I have a clear idea of charitable causes that are aligned with my values.(Required)

Yes, specific causes identified

Yes, general categories identified

I have charitable intent but not sure what causes.

I've not thought much about it.

Charitable causes are not a significant part of my plans.

Personal Life-After

I have a personal coach / mentor / therapist that I process issues with.(Required)

Yes, we meet regularly.

Yes, we meet occasionally.

Yes, fairly informal at this point.

A friend / loved one serves this role as needed

No, I don't

I have thought through the challenges related to identity, purpose, and how I want to spend my time after transitioning my business to a new owner.(Required)

Yes, and I feel good about where I've landed

I’ve started thinking about it, and I’m making progress

I've thought about it a little, but it's still unclear

I haven’t really thought about this

I don’t anticipate any changes

Personal Insurance

I have looked into specific risk mitigation or personal insurance options for high-net-worth individuals to identify gaps in my current coverage.(Required)

Yes, I’ve had a review and have a plan in place

Yes, I've looked into it but haven't formalized a plan

I’m aware of it, but haven’t explored it yet

I wasn’t aware this was something I should look into

I don’t believe I need this.

Stakeholders

I have thought through how shareholder and stakeholder dynamics could impact a successful sale or recapitalization.(Required)

Yes, and I've taken steps to address any complicated dynamics

I’ve thought about it, but have some lingering concerns

I know it could be an issue, but haven't dug into it yet

I haven't really considered this

Not applicable to my situation

I have considered how a sale will impact the key leaders and broader employee base of my business.(Required)

Yes, and I have a plan for when and how to communicate it

I've thought about it, and I'm working on a plan

I've thought about it, but don't have a plan yet

I haven't considered this yet

Not applicable or not a priority for me

I know whether I want to provide transaction-related incentives to key leaders and employees.(Required)

Yes, and I have an incentive plan in place.

I'm leaning one way, but still working through the details

I've thought about it, but haven't decided yet

I haven't considered this yet

No, and I don’t plan to offer incentives

Calc: WM Support Avg

Calc: Tax Support Avg

Calc: Estate Support Avg

Calc: PB Support Avg

Calc: Charitable Support Avg

Calc: Life-After Support Avg

Calc: Insurance Support Avg

Calc: Stakeholders Support Avg

Readiness: Wealth Management (0–100)

Readiness: Tax Strategies (0–100)

Readiness: Estate Planning (0–100)

Readiness: Private Banking (0–100)

Readiness: Charitable Strategies (0–100)

Readiness: Personal Life-After (0–100)

Readiness: Personal Insurance (0–100)

Readiness: Stakeholders (0–100)

Overall Readiness Score

Composite readiness score (0–100) across all eight post-close priority areas.