Business Exit Planning
For many business owners, their company represents the majority of their net worth, yet exit planning is often delayed until a sale, succession event, or unexpected life change is on the horizon. The most successful transitions typically begin years before an actual exit, allowing owners time to strengthen value, reduce risk, and align personal and financial goals. This brief assessment is designed to help you evaluate key areas of preparedness, identify potential gaps, and gain insight into whether you're positioned for a successful transition.
Take the 5-minute assessment below to receive your personalized Exit Readiness Score and uncover opportunities to strengthen your planning today.
A successful exit begins well before the transaction.
Exit planning can help business owners protect what they have built, clarify personal and family priorities, and prepare for the opportunities and decisions that come with a transition. This short assessment is designed to highlight areas of strength, uncover potential gaps, and help identify practical next steps toward a more thoughtful and confident exit.
Strengthen the company before a transition.
Business Readiness
Explore how leadership depth, recurring revenue, operating systems, customer concentration, and financial reporting may affect the value and transferability of the business.
See how the assessment evaluates this area →Exit Readiness Scorecard
A private, ten-question reflection for business owners. Receive an initial score, observations on potential gaps, and best-practice considerations — in five to seven minutes.
This assessment is educational and does not constitute tax, legal, or investment advice. Baird does not provide tax or legal advice. ©2026 Robert W. Baird & Co. Incorporated. Member SIPC.