EQ Assessment — Business Owner & Exit Planning
How exit-ready is your business?
5 questions. 90 seconds. A personalized exit readiness score across five key dimensions.
Question 1 of 5
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Financial separation
How clearly separated are your personal and business finances?
Fully separated — I have a clear personal financial picture independent of the business
I know exactly what I'd have if the business closed tomorrow
Partially separated — I can estimate but it's not fully clear
Some personal expenses run through the business
Not separated — my personal and business finances are intertwined
The business is my financial plan
Exit timeline
How would you describe your exit or succession timeline?
Within 1–2 years — a deal or transition is approaching
I'm actively preparing
3–5 years away — I have time but need to start planning
I want to be ready when the moment comes
5+ years away — I'm building with exit in mind but it's distant
Long runway, focused on growing value now
Not sure — I'd sell if the right offer came tomorrow
I'm open but haven't planned for it
Tax & deal structure
How well do you understand the tax implications of a business sale?
Very well — I have a documented strategy with my CPA
I've modeled different structures and understand my exposure
Somewhat — I understand it will be significant but haven't modeled it
I know I need to think about this more seriously
Not well — I know taxes are involved but don't know the specifics
This is a gap I need to address
Personal financial plan
Do you have a personal financial plan for life after the business?
Yes — I have a written retirement and income plan
I know what I need from a sale to maintain my lifestyle
Partially — I have a rough idea but nothing documented
I've thought about it but haven't built it out
No — the business has always been the plan
I haven't modeled what comes after
Advisory team
Who is helping you think through your exit from a personal financial standpoint?
A dedicated wealth advisor who coordinates with my M&A attorney and CPA
Someone focused on my personal outcome, not just the deal
My M&A attorney and/or CPA — deal and tax focused
Strong on the transaction, less on my personal picture
Mostly navigating this myself
I haven't engaged someone focused on the personal side
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