Post-Close Seller Readiness Self-Assessment

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Exit Readiness Program

Personal & Family Readiness Self-Assessment

A 10-minute check on whether your personal, financial, and family affairs are ready for life after a sale or significant recapitalization.

✓  Eight post-close priority areas     ✓  Highlights your gaps between priority and preparation.
81%of business owners surveyed wish they had spent more time preparing ahead of a sale.

Why This Assessment

Owners spend years preparing their businesses for transition and far less time preparing themselves. A liquidity event changes your wealth, your taxes, your estate, and your day-to-day life and priorities all at once. This self-assessment compares three things for each of eight personal-readiness areas: how important it is to you, how confident you are in your current resources, and what steps you've already taken. Where those three diverge is where you have the most to gain before you close.

How It Works

  • Three short sections: your priorities, your confidence with current resources, and what you've done to prepare.
  • Most questions take about 10 seconds. Total time: about 10 minutes.
  • Answer for where things stand today, not where you intend to be.
  • If a question does not apply, choose the option closest to your situation.

The Eight Priority Areas

  • Wealth Management — For one of life's most significant liquidity events, a plan to preserve wealth and grow wealth after a transaction occurs.
  • Tax Strategies — Tax planning to mitigate the consequences of a sale.
  • Estate Planning — Current estate document preparation and a plan for transferring wealth across generations ahead of a sale.
  • Private Banking — Access to private banking for personal lending, credit, and cash-management needs.
  • Charitable Strategies — Philanthropic planning aligned with your values that can also mitigate taxes.
  • Personal Life-After — Identity, purpose, and the personal transition into the next season of life.
  • Personal Insurance — Personal risk management and insurance coverage appropriate for a high-net-worth individual.
  • Stakeholders — Alignment of family, shareholders, key leaders, and employees through a recapitalization.

Confidentiality: Your responses are stored only in this form. Nothing is shared without your consent.

Fill in your details below to begin.

Not scored — used to personalize the report.
Optional — your best estimate of when a sale or recapitalization might occur.