Free for business owners · from Before You Sell

The Owner’s Exit Readiness Scorecard

Twenty-five plain statements across six areas: personal finances, retirement plans, business value, legal structure, deal and tax, and life after the sale. Score each one 0, 1, or 2. About ten minutes, two printable pages.

There is no passing grade. The scorecard is a self-assessment, not a valuation, and it does not predict a sale price or outcome. Its value is in showing where you stand and which two or three areas to look at first.

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What it covers

Six areas, scored honestly.

Personal financial readiness. Your after-tax number, how much of your net worth is the business, and your estate documents.
Retirement plan readiness. Whether your plan design fits you as an owner, and what happens to it in a sale.
Business value readiness. Owner dependence, customer concentration, recurring revenue, and clean financials.
Legal and structural readiness. Records, buy-sell agreements, and clean contracts.
Deal and tax readiness. Enterprise value versus cash to you, asset versus stock sale, and pre-sale planning with your CPA.
Life-after readiness. The first 90 days, your weeks after stepping back, and your advisory team.

Educational only. Not tax, legal, or investment advice. Consult your own advisors.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank and Fidelity Bank Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fidelity Bank Wealth Management, and may also be employees of Fidelity Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fidelity Bank or Fidelity Bank Wealth Management.

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial registered representative associated with this site may discuss and transact securities business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.