Exit Readiness Review

The Exit Readiness Review is a structured consultation designed to help business owners understand their exit readiness, business valuation, and due diligence requirements. This review provides key financial insights to ensure a smooth and profitable business transition, whether for a sale, investment, or succession.

Complete the form to request your review…

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Benefits of the Exit Readiness Review

Understand What Your Business is Worth

Gain a clear and data-driven valuation based on actual performance and industry trends.

Identify Opportunities to Increase Value

Discover growth levers that can boost your business valuation before an exit.

Reduce Sale Risks & Improve Readiness

Uncover financial risks, customer dependencies, and operational inefficiencies that could impact a future sale.

Build a Stronger Exit Strategy

Plan for long-term value creation, whether selling, passing the business on, or seeking investment.

Expert Guidance from an FD

Work with a financial expert who understands exit planning, ensuring you are prepared for negotiations and due diligence.

Key Features of the Exit Readiness Review

1. Business Valuation & Market Positioning

  • A detailed Business Valuation Model assessing the current market value of the business.
  • Review of EBITDA multipliers, discounted cash flow, and return on investment analysis to provide a realistic valuation range.
  • Comparison to industry benchmarks to assess competitive positioning.

2. Due Diligence & Risk Assessment

  • Revenue, gross margin, and net profit trends over the past three years.
  • Balance sheet health, including assets, liabilities, and working capital.
  • Customer and supplier analysis, identifying dependencies that may impact valuation.

  • Fixed asset and stock reviews to highlight key financial considerations.

  • Identification of potential red flags that could affect the sale process.

3. Business Growth & Future Valuation Modelling

  • The Business Growth Model allows for scenario planning:

  • Impact of key business drivers over the next five years.

  • Projections of revenue, margin, and working capital growth.

  • Potential valuation uplift based on strategic improvements.

  • Helps business owners maximise value before exit.

4. Expert-Led Exit Planning Consultation

  • A 90-minute consultation with an experienced FD from the VFD Pro Mastermind programme.

  • Guidance on preparing financials for potential buyers, investors, or succession planning.

  • Insights into risk mitigation and value enhancement strategies.

  • Personalised roadmap to help business owners get ‘sale-ready’.

Our Benefit

Who Should Take the Exit Readiness Review?

  • Business owners planning to sell, seek investment, or transition their business.

  • Entrepreneurs wanting to maximise valuation and reduce exit risks.

  • Companies looking to assess their exit options within the next 1-5 years.

Pricing & Exclusive Delegate Offer*

Your Investment:

£750 +VAT

*(Pricing and offer applies only to those businesses using Xero, QuickBooks and Sage, other accounting platforms are ‘price on application’).

Speak to a member
of our team

Thomas A Smith, MBA, MAAT
Founder and Managing Director

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