Is Your Financial Planning Business Exit Ready?
Answer 18 quick questions to get a personalised readiness report and enjoy a smooth, profitable exit when the time is right.
Selling your business is one of the biggest decisions you’ll ever make, and preparation is key to maximising value and protecting your legacy.
Our scorecard helps you quickly assess your financial, operational, legal, and personal readiness for sale. In just a few minutes, you’ll receive a personalised report highlighting strengths, gaps, and practical next steps to get deal-ready with confidence.
- It takes just 3 minutes
- It’s completely free
- Receive customised results instantly
Is Your Financial Planning Business Exit Ready?
Answer 18 quick questions to get a personalised readiness report and enjoy a smooth, profitable exit when the time is right.
Selling your business is one of the biggest decisions you’ll ever make, and preparation is key to maximising value and protecting your legacy.
Our scorecard helps you quickly assess your financial, operational, legal, and personal readiness for sale. In just a few minutes, you’ll receive a personalised report highlighting strengths, gaps, and practical next steps to get deal-ready with confidence.
- It takes just 3 minutes
- It’s completely free
- Receive customised results instantly
