How Ready Are You to Exit Your Business?

Get clear on where you stand—and what to do next—with the Personal Readiness Scorecard.

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Before you can plan the perfect exit, you need to know where you're starting.

The Personal Readiness Scorecard is a practical, confidential self-assessment tool that helps business owners evaluate their personal, financial, and emotional readiness to exit their company.

What You’ll Learn

This short diagnostic tool reveals:

  • How prepared you are across 11 essential readiness factors
  • Gaps in personal financial planning, tax strategy, and post-exit life
  • Where to focus first to increase peace of mind—and enterprise value
  • Whether you’re planning an exit or just exploring, this will give you clarity and control.

Who It’s For

Business owners and entrepreneurs who:

  • Want to prepare for a future sale, succession, or transition
  • Need a structured, private way to start exit planning
  • Want to avoid the “I wish I had started sooner” trap
  • Are serious about exiting well—financially and emotionally

Why It Matters

Most owners spend years building their business—and minutes thinking about how they'll leave it. This scorecard gives you a quick, actionable snapshot of your personal readiness, which is often the most overlooked (and most emotional) part of exit planning.

Knowing your score now gives you time to make smart, strategic decisions later.

Download the Personal Readiness Scorecard

It only takes 10 minutes to complete—and it could save you years of regret.

“If you’re not personally ready, your business never will be.”
—Exit Planning Institute

Trust & Privacy Note

We respect your privacy. Your information will never be shared, sold, or spammed. This is a confidential resource created for serious business owners only.