Exit Readiness Assessment

🔍 Free Diagnostic Tool

Is your agency
exit-ready?

Most agency owners leave significant value on the table — not because their business isn't good, but because they haven't built it to be transferable. This 5-minute assessment scores your agency across the five dimensions that buyers, successors, and advisors care about most.

⏱️
5 minutes to complete
📊
20 questions, 5 categories
🎯
Personalized score & recommendations
Market Position & Niche
Financial Health
Operations & Processes
Leadership & Succession
Client Base & Contracts
Category 1 of 5 · Market Position & Niche
🎯 Market Position & Niche
How clearly defined and differentiated your agency is — and why that drives valuation.
Please answer all questions before continuing.
Category 2 of 5 · Financial Health
💰 Financial Health
Understanding the financial foundation buyers and successors will scrutinize first.
Please answer all questions before continuing.
Category 3 of 5 · Operations & Processes
⚙️ Operations & Processes
How well your agency runs — and delivers — without you in the room.
Please answer all questions before continuing.
Category 4 of 5 · Leadership & Succession
👥 Leadership & Succession
Whether your agency can thrive — and be led — beyond you.
Please answer all questions before continuing.
Category 5 of 5 · Client Base & Contracts
📋 Client Base & Contracts
The strength, diversity, and transferability of your client relationships.
Please answer all questions before continuing.
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Your results are ready.

Enter your details to see your personalised Exit Readiness Score, category breakdown, and personalized recommendations.

🔒 Your details are kept confidential and will never be shared with third parties.

0%
overall

Your Exit Readiness Score

Category Breakdown

Your Personalized Recommendations

Ready to accelerate your exit readiness?

We work with agency owners at every stage of exit planning — from initial assessment through to successful transition. Book a complimentary discovery call to talk through your results.