What's in the Exit Planning Readiness Assessment for Business Owners?

Most business owners significantly underestimate what it takes to exit successfully. This assessment reveals the four gaps between where you are now and where you need to be and helps you understand whether you're looking at months or years of preparation.

We help business owners navigate the complex journey of exit planning through a comprehensive framework that reveals hidden value and ensures you can actually afford to exit on your terms.

Fill out the form to download the PDF.

This video and document do not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed to their specific portfolio or situation, prospective investors are encouraged to contact Instrumental Wealth or consult with the professional advisor of their choosing.

This comprehensive assessment streamlines the areas you should evaluate, organized into 4 critical categories:

1. Value Gap Indicators

  • Business Valuation & Market Position
  • Operational Independence
  • Revenue Diversification
  • Transferable Differentiators
  • Management Team Strength
  • Growth Predictability
  • Process Documentation
  • Customer Concentration Risk

3. Wealth Gap Indicators

  • Financial Readiness
  • After-Tax Capital Requirements
  • Exit Strategy Tax Implications
  • Personal Financial Independence
  • Estate Planning Alignment
  • Wealth Diversification
  • Insurance Structure for Continuity
  • Post-Exit Lifestyle Planning
  • Family & Key Employee Impact

2. Profit Gap Indicators

  • Financial Performance & Efficiency
  • Profit Margin Analysis
  • Cash Flow Predictability
  • Operational Efficiency Opportunities
  • Value-Based Pricing Strategy
  • Recurring Revenue Models
  • Revenue per Employee Metrics
  • Scalable Growth Infrastructure

4. Exit Strategy & Readiness

  • Planning & Preparation
  • Written Exit Plan with Timeline
  • Successor/Buyer Identification
  • Business Continuity Without You
  • Coordinated Advisory Team
  • Optimized Legal Structure
  • Protected Intellectual Property
  • Due Diligence Readiness
  • Emotional Readiness for Transition

How will it help me?

It's not just about exit planning. It's about understanding the gap between where you are today and what it will take to exit successfully with the wealth and lifestyle you envision.

We developed this assessment after decades of work helping business owners navigate exit planning and wealth preservation. We hope the Exit Planning Readiness Assessment will help you:

  • Establish a clear baseline for where you stand today
  • Identify which of the four gaps pose the greatest risk to your exit
  • Understand your realistic timeline before you're truly exit-ready
  • Avoid joining the 70% who regret their exit within 12 months

If you would like guidance on how to interpret your results and create a strategic roadmap, please reach out. We'd love to talk with you. 

Untitled design