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.

Exit Readiness Scorecard | The Robinson Group of Baird

Exit Planning

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.

Question 1 of 10

Could your business operate and grow for 6+ months without your daily involvement?

No - I am central to nearly every decisionPartially - a few areas could runMostly - leaders could cover with some disruptionYes - tested second-in-command and documented processes

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Business Exit Planning

Exit Readiness Scorecard

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