Exit readiness, before due diligence
Make your business sellable before you sell it.
If you're thinking about selling in the next 1–3 years, the work starts now — not when the buyer shows up.
Built for owners of businesses with roughly 11 to 200 employees, thinking about selling in the next few years — or wanting the option on the table.
What gets documented
The workflows and SOPs buyers will ask to see
The know-how that currently lives in your head
Clear ownership for every part of the business
Evidence the business can run without you
Why it matters
Less key-person risk, which means less risk for a buyer
Smoother due diligence — fewer surprises, fewer fire drills
Stronger buyer confidence, which can support a stronger offer
A business that's genuinely ready, not just listed
How it works
- 1
A free 20-minute Fit Call. We talk through where you are and whether this is a fit. No pitch.
- 2
A paid diagnostic — $250, credited toward the project if you start within 30 days. A 60 to 90 minute working session where I map what exists in writing today, where you're the bottleneck, and what the project would cover. You get a one-page findings summary and a fixed price. This is the same $250 Working Diagnostic offered across HumologyPoint — tailored here to exit readiness.
- 3
A documentation project (1 to 3 weeks). I do the work: I interview you and your key people and document how the business actually runs. Short check-ins keep it moving.
- 4
Your buyer handoff package. Everything organized in one place — ready to hand to a buyer, your broker, or your attorney.
What you walk away with
You get one organized package — digital files plus a simple index — that you can hand to a buyer, your broker, or your attorney:
Your core workflows, written step by step
A summary of where the business still depends on you, and what's been fixed
A complete list of your accounts, systems, and who controls each one
A summary of customer and vendor agreements, and whether they transfer to a new owner
A check on financial separation and basics like licenses, permits, and filings, with anything needing a CPA or attorney clearly flagged
An open-items list with the right professional named for each one
What this isn't
I don't sell businesses — business brokers do that. I get your business ready to be sold. This also isn't legal advice, tax planning, or a valuation. When something needs an attorney, a CPA, or a broker, I flag it and point you to the right professional, with an organized summary that makes their time efficient.
This is operations preparation, not valuation, legal, tax, or brokerage. Your broker sells the business; I get the operation ready to transfer.
What it costs
Intro call: free, 20 minutes
Diagnostic: $250, credited toward the project if you start within 30 days
Exit-Readiness Project: starts at $6,000 (fixed price confirmed after the Working Diagnostic). The $250 Working Diagnostic is credited toward the project if you start within 30 days.
50% deposit to start the project, balance when your handoff package is delivered
How to think about it
This is a life's-work transition, not a transaction. The goal isn't a binder for diligence — it's a business that proves it can run without you, and a founder who can hand it over with confidence.
What the work includes
An inventory of what a buyer will ask to see, and where the gaps are
SOPs and workflows for the processes that would stall without you
Clear ownership for each part of the business
A sellability roadmap you can work through on your timeline
Ways to work on it
A single scoped project, not an open-ended engagement
Fixed price agreed in writing before work starts, from $6,000
Starts with a $250 Working Diagnostic so the price reflects your business
Exit-Readiness Project: from $6,000. Every project starts with a $250 Working Diagnostic so the price reflects your business — credited toward the project if you start within 30 days. We reduce owner dependency, document the key processes, organize systems and access, and build a buyer handoff package.
Questions owners ask
Could you answer these today?
If a buyer showed up tomorrow, could you answer these — with something in writing, not just from memory? Every "no" is something this service helps you address.
- 1
If you were unreachable for a month, what would break first — and who would fix it?
- 2
Is there anything about how your business runs that only you know?
- 3
Could someone besides you answer a buyer's detailed questions about your daily operations?
- 4
Do you have written, step-by-step processes for your core work — or is most of it in people's heads?
- 5
Could you hand a buyer a complete list of every account, login, and system your business depends on, and who controls each one?
- 6
For your biggest customers and vendors: are the agreements in writing, and would they transfer to a new owner?
- 7
Are your business and personal finances fully separated?
- 8
Are your books current — or is there catch-up work to do?
- 9
Are your licenses, permits, and tax filings current?
- 10
Is there anything a buyer would find that would surprise them?
If you couldn't answer most of these, you're exactly who this is for.
