Business Readiness Assessment

What the assessment covers

• Financial health and EBITDA quality — how much of reported earnings survives a buyer's normalization, once owner compensation, one-time costs, and non-operating items are adjusted out
• Operational scalability and documentation — whether processes exist independently of the people currently performing them
• Management team depth and dependence — what happens to the business if the founder is unavailable for a month
• Customer concentration and revenue quality — recurring versus transactional revenue, and exposure to any single account
• Growth levers and risk factors — the credible expansion story a buyer would underwrite, and what they would discount for

Why run it 12–24 months before a sale?

Because almost everything it surfaces takes time to fix, and none of it can be fixed during a live process. Cleaning up financial reporting, reducing owner dependence, documenting processes, and diversifying a concentrated customer base are all multi-quarter projects. Started early they raise the multiple; discovered in due diligence they reduce it, or break the deal.

The assessment is equally useful for owners with no intention of selling. The same factors that raise a valuation — predictable earnings, a business that runs without you — are the ones that make it a better business to own.

What you receive

A written summary of where the business stands against each factor above, the specific items that would most affect a valuation, and a realistic sequence for addressing them. It is confidential, carries no obligation, and does not commit you to a process.

To begin, email info@neoadvisory.ai. For context on how buyers price these factors in practice, see our cross-sector roll-up research and our frequently asked questions.