How saleable is the firm as it stands today?
Twelve questions covering income quality, client concentration, documentation, owner dependency and past business.
Tick everything that is true of your firm today. Twelve questions, and the ones you cannot tick are the list a buyer works through.
Runs in your browser. Nothing is sent unless you send it.
Where the points went
What it measures
Whether a buyer could take the firm on without discounting it heavily for risk. It is the same list a diligence team works through, asked in advance.
Why it is worth doing early
Almost everything on the list takes months to improve and minutes to price. A firm that scores badly today can score well in a year; a firm that discovers the score during diligence cannot.
The other tools
What is my practice worth?
An indicative range for an advice book, built from recurring income, client mix and concentration.
Owner dependency check
How much of the value walks out of the door with you, and what moves it.
Exit timeline planner
Which of the two routes fits the date you actually have in mind.