Business Sellability Assessment

Discover how sellable your business is today.

Step 1 of 7 14% Complete

Financial Readiness

1. Has your business been profitable for at least 3 of the last 5 years?

2. Do you receive monthly P&L and balance sheet reports?

3. Are your year-end financials prepared by a CPA or reputable accounting firm?

4. Is EBITDA greater than $150,000? EBITDA = Net Income + Interest + Taxes + Depreciation + Amortization

5. Is your debt-to-equity ratio below 1.5?

6. Are all tax filings (corporate, payroll, sales/VAT) up to date?

7. Do all cash sales flow through the books?

8. Are accounts receivable and payable under 90 days?

9. Does your balance sheet have positive retained earnings?

10. Have you avoided cash-flow crises in the last 24 months?

Legal & Risk

11. Is the business incorporated (not a sole proprietorship)?

12. Are all employee contracts current and documented?

13. Are all supplier and client contracts current?

14. Is the business license active and up to date?

15. Are all insurance policies current?

16. Are there outstanding legal claims or disputes?

17. Are incorporation documents organized and available?

18. Is intellectual property legally protected where applicable?

Owner Dependency

19. Can the owner leave the business for 30 days without disruption?

20. Is there a key operations manager who is not the owner?

21. Is revenue dependent on the owner’s personal relationships?

22. Are key decisions delegated beyond ownership?

23. Is the business dependent on 1–2 key employees?

24. Is payroll run without owner involvement?

Operations & Systems

25. Are there documented SOPs for core business functions?

26. Does each role have a written job description?

27. Are systems documented for hiring, onboarding, and training?

28. Is inventory tracked accurately and reconciled with the balance sheet?

29. Is there a cloud-based file storage system used company-wide?

30. Are systems in place that could scale with growth?

Sales & Marketing

31. Is a CRM system actively used?

32. Does the company generate leads from multiple channels?

33. Is the value proposition clearly differentiated from competitors?

34. Is sales performance tracked against defined KPIs?

35. Is the owner involved in day-to-day sales?

36. Has revenue grown in the last 4 quarters?

Customers & Suppliers

37. Does any single customer exceed 10% of total revenue?

38. Are top customers on long-term contracts?

39. Is customer satisfaction measured at least annually?

40. Is the business dependent on 1–2 suppliers?

41. Are backup suppliers in place for key inputs?

Strategic Readiness

42. Does the business operate in a stable or growing industry?

43. Is there a documented growth plan?

44. Could a buyer step in without the owner’s daily involvement?

45. Would the business be attractive to a third-party buyer?

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