M&A & Valuation Readiness Diagnostic

We have clean, auditable financial statements for the last 3 years.

We can produce a trailing-twelve-month (TTM) EBITDA analysis within 48 hours.

Owner-related and one-time adjustments are documented and defensible.

We understand how net working capital affects proceeds at closing.

The business can operate without the founder for 30–60 days.

Key managers are identified, retained, and incentivized to stay through a transaction.

Critical processes, customer relationships, and know-how are documented.

We have a clear org chart and a plan for post-close management continuity.

No single customer accounts for more than 15% of revenue.

A meaningful portion of revenue is recurring, contracted, or repeat.

Margins and unit economics are stable or improving over the last 3 years.

We can articulate a credible 3–5 year growth plan with supporting assumptions.

Shareholders are aligned on goals, timeline, and minimum acceptable terms.

We have a realistic view of current market conditions and likely valuation range.

We know the key value drivers and risks a buyer will focus on.

We have spoken with at least one M&A advisor, CPA, or attorney about the process.