Tools to Double Your Exit Value
Practical workbooks and assessments built from 30+ years of business ownership and brokerage — completely free.
Workbooks & Assessments
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Three tools, used in sequence, that take you from uncertain to fully prepared for the most important transaction of your business life.
The complete playbook for small business owners who want to sell their business for the highest possible value. Covers all the critical areas buyers evaluate.
- Identify hidden gaps that reduce your sale price
- Build buyer-ready systems and documentation
- Step-by-step value maximization framework
- Designed for a 2–3 year runway to exit
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Build a concrete, milestone-driven exit plan. This workbook helps you reverse-engineer your ideal outcome and create a clear roadmap from today to closing day.
- Set your target exit date and sale
price - Map milestones backwards from
your exit - Align your team around the exit strategy
- Track progress with built-in checkpoints
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Find out exactly where you stand today. This assessment scores your business across 8 critical dimensions that buyers evaluate — so you know what to fix first.
- Score your business across 8 buyer
criteria - Identify your highest-leverage improvements
- Know your true readiness before listing
- Benchmark against successful exits
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Discover whether your current mindset is helping or hindering your exit. Business value is as much about the owner's psychology as the financials.
- Identify fixed vs. growth mindset patterns
- Understand how mindset affects business value
- Get a clear picture of your mental exit readiness
- Actionable reflection questions
throughout
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Buyers don't just buy businesses — they buy leadership. This test scores your effectiveness across the key dimensions that make a business sellable without you.
- Score yourself key leadership dimensions
- Identify over-reliance on the owner (you)
- Understand what buyers look for in leadership
- Build a roadmap to leadership independence
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Run your own due diligence before a buyer does. Identify the red flags, gaps, and surprises that kill deals — and fix them on your timeline, not theirs.
- Complete pre-diligence checklist for
sellers - Financial, legal, and operational review
areas - Catch deal-killers before buyers find them
- Arrive at the table fully prepared and confident
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