NEXUS
PRACTICE MANAGEMENT
SCALE · Module 10 Tool
Exit, Succession & Liquidity

Exit-Readiness Scorecard

Could you sell — or step back — for full value, today? Score the things a buyer or successor cares about. Your lowest score is your value gap.

0%exit readiness

Score what a buyer values

Slide each toward the truth about today — weighted by how much it drives value at sale or succession.
A buyer (or successor) pays for a business that runs without you. Your lowest scores are your value gaps — and your project list.
Runs without the ownerCould it trade for months without you?
40%
Not yetBuyer-ready
Clean, current financialsBooks a buyer could trust at a glance
40%
Not yetBuyer-ready
Documented systemsThe business is in systems, not in heads
40%
Not yetBuyer-ready
Diversified, sticky clientsNot dependent on you or a few referrers
40%
Not yetBuyer-ready
A management / leadership teamPeople who stay and run it after you
40%
Not yetBuyer-ready
Predictable, recurring revenueForecastable, not feast-and-famine
40%
Not yetBuyer-ready
A credible growth storyRoom and a plan for the next owner to grow
40%
Not yetBuyer-ready
Clean structure & contractsLeases, agreements and IP all in order
40%
Not yetBuyer-ready

Your read

Score the gates above to see your exit readiness.
Biggest value gap
Lifting your lowest score is the single best thing you can do for what the business is worth.
This is Module 10 of SCALE

Build something worth stepping back from

SCALE shows you how to lift the drivers of enterprise value and plan a real exit or succession — on your terms, for full value.

Explore SCALE →