Seaside Exit Readiness Diagnostic & Business ValUATION

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1. Are your financial statements clean, up-to-date, and prepared by a CPA?
2. Is your revenue consistent or growing year over year?
3. Do you have a clear understanding of your normalized EBITDA?
4. Can you identify and support add-backs or one-time expenses?
5. Are there any unresolved tax or legal liabilities?

Section Score: ___ / 25

1. Are SOPs documented for key processes and departments?
2. Can the business run without you for 30+ days?
3. Do you have strong second-level leadership in place?
4. Are vendor and customer agreements assignable?
5. Are systems and tools scalable or transferable?

Section Score: ___ / 25

1. Is your market position clearly defined and differentiated?
2. Do you have documented competitive advantages?
3. Is any one customer responsible for more than 25% of revenue?
4. Can you clearly articulate 2–3 strategic growth opportunities?
5. Are you positioned in a growth industry or niche?

Section Score: ___ / 25

1. Is your ownership structure clean and documented?
2. Are IP, trademarks, and digital assets properly registered and protected?
3. Are employee agreements and non-competes in place?
4. Is there any active or potential litigation?
5. Do you have corporate governance documents in order?

Section Score: ___ / 25

1. Do you have a basic teaser or executive summary for buyers?
2. Is a CIM or data room in progress or available?
3. Do you have a preliminary understanding of your valuation range?
4. Have you engaged or identified a CPA, attorney, and M&A advisor?
5. Are you emotionally and professionally prepared to exit?

Section Score: ___ / 25

Score Interpretation:

• 100–125: Excellent – You’re highly exit-ready and can begin a process with confidence
• 75–99: Solid – A few gaps to tighten up before going to market
• 50–74: Moderate Risk – Needs focused preparation to avoid value erosion
• Below 50: High Risk – Significant work needed; Seaside can help you build readiness

Not sure how you scored? Let us review it with you. 

Request your Complimentary Exit Readiness Diagnostic with Seaside Business Advisors today.