Roadmap Advisors

Middle-Market Strategic M&A Advisory Firm

Exit Readiness Assessment

Roadmap Advisors Exit Readiness Assessment

Answer each statement based on how strongly you agree or disagree. The assessment takes about 5 minutes. You will see your overall score immediately. To receive your detailed report by email, you will be asked for your email and company name on the next page.

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Statement
Strongly Disagree
Disagree
Average
Agree
Strongly Agree
This field is for validation purposes and should be left unchanged.
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1. We have a strong management team with depth across all major functions (sales, operations, finance).(Required)
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2. Our financial statements are accurate, reconciled, and fully compliant with accounting standards.(Required)
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3. We have a clear, written strategic plan that looks three to five years ahead.(Required)
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4. Our revenue is well diversified, with no single customer driving more than 20 percent.(Required)
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5. The business can run smoothly for weeks at a time without owner involvement.(Required)
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6. We can report margins and performance by product, service line, or customer segment.(Required)
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7. Our business plan identifies the highest ROI growth levers with specific initiatives.(Required)
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8. Supplier and vendor relationships are secured with contracts and redundancies.(Required)
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9. Key client relationships are managed by the broader team, not just the owner.(Required)
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10. We track detailed monthly financial and operational trends over multiple years.(Required)
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11. We have leaders assigned to each growth initiative with clear accountability.(Required)
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12. Our legal, regulatory, and intellectual property matters are current, clean, and documented.(Required)
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13. Our core processes are documented, standardized, and consistently followed.(Required)
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14. We produce reliable cash flow forecasts and actively manage working capital.(Required)
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15. We have a pipeline of new products/services, end-markets, or acquisitions to expand the business.(Required)
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16. We carry appropriate insurance for liability, cybersecurity, and key business risks.(Required)
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17. We have modern systems (ERP, CRM, reporting tools) that support scalability.(Required)
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18. We prepare an annual budget, compare actuals to budget monthly, and explain variances.(Required)
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19. We can articulate a credible vision for significantly increasing the business’s value over time.(Required)
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20. Management regularly identifies, ranks, and plans for business risks.(Required)
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21. Our culture and leadership bench are strong enough to retain employees and customers after an ownership change.(Required)
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22. We consistently track and act on non-financial KPIs (pipeline, churn, utilization, NPS).(Required)
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23. We have stress-tested or “war-gamed” worst-case scenarios and prepared contingency plans.(Required)
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24. Our financial reporting systems are reliable and not overly dependent on one or two people.(Required)
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25. We can close our monthly books within 10 business days and generate timely reports.(Required)