A structured pre-workshop assessment that scores your readiness, identifies risks, and clarifies your vision — so your exit happens on your terms.
Each section builds on the last. By the end, you'll have a complete picture of where you stand — and what needs to change.
Choose your exit path: transfer to insiders, sell to outsiders, or step back as an investor.
Understand how Sustainability and Transferability determine your exit multiple — not just EBITDA.
Score 20 questions across leadership, financials, operations, customers, and growth from a buyer's perspective.
Rate trust, capability, alignment, and execution across your leadership team.
Identify timeline urgency, talent risk, industry consolidation, and ownership interest.
Rate how well you understand each key leader's motivations, goals, and retention drivers.
Clarify where you're going, why it matters, what needs work, and what's in it for the team.
Draft the three statements you'll share with your leadership team to build buy-in.
Complete the assessment before your workshop. Your coach uses your scores and reflections to personalize the session around you.
You'll receive a secure link to start. No passwords, no accounts. Your progress saves automatically — close and come back anytime.
Work through 8 sections at your own pace. Score honestly — the gap between where you are and where you need to be is what the workshop closes.
Your scores and reflections drive the session. Byron reviews your results beforehand so every minute of workshop time is focused on your situation.
The assessment takes 30-45 minutes. Be honest. Be specific. The more you put in, the more you get out of the workshop.