Exit Readiness
Exit Readiness Report
Version 1 — approved on 12 August 2026.
This assessment and its recommendations were reviewed and approved by The Brokerage on 12 August 2026.
Overall score
88 / 100
Readiness category
Exit Ready
Your business demonstrates the financial discipline, operational independence and commercial evidence acquirers expect. You are in a position to go to market and engage credible buyers.
Financial performance and reporting
Monthly management accounts, rolling forecasts and external financial oversight give buyers a reliable basis for diligence.
Revenue quality and commercial position
A high proportion of recurring and repeat revenue with contained customer concentration supports a defensible valuation.
Management depth
An experienced leadership team operates independently of the owner, with retention supported by formal incentive arrangements.
Customer and market position
Clear competitive differentiation, high retention and consistent referral activity evidence durable demand.
Succession and owner reliance
Owner involvement is strategic rather than operational, but the post-completion transition is not yet formally documented.
Legal and compliance evidence
Contracts and policies are centrally maintained; a consolidated diligence pack would reduce buyer queries during the process.
- 01
Document the post-completion transition
Set out handover responsibilities, timeframes and the owner's intended involvement after completion.
- 02
Assemble a consolidated diligence pack
Bring key contracts, policies and compliance records into a single indexed set ready for the deal room.
- 03
Align the growth narrative with the forecasts
Ensure the three-year growth plan and the financial forecasts tell one consistent commercial story under scrutiny.
Relevant professional support
Specialist support for your next step
With an approved readiness report in place, some owners consider independent specialist advice before engaging with buyers.
- Verified by The Brokerage
Business Valuation Specialists
Halstead Valuation Partners
National · Manchester head office
Why this may be relevantAn independent valuation specialist could help translate your financial performance, market position and transaction preparation into a clearer view of potential value before buyer engagement.