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Exit Readiness Workshop

Working Session Worksheet

Work through each exercise on your own business. There are no wrong answers here — only the starting point for what you do next.

Your Name

Business Name

Today's Date

EXERCISE 1

What's Your Business Worth Today?

Value = EBITDA × Multiple. Plug in your numbers for a rough working estimate. Most businesses under $30M in revenue land between 2.5x and 4.5x — use 3.5 if you're not sure yet.

EBITDA ($)

Multiple

Estimated Value

This is a ballpark for discussion, not a formal valuation.

What's your honest reaction to that number — higher, lower, or about what you expected? Why?

EXERCISE 2

Quantity & Quality Self-Check

Value comes from two places: how much you earn (quantity) and how well-built the business is (quality). Rate yourself honestly, then name one lever for each.

Quantity of earnings — how would you rate your current profit trajectory?

Needs work Growing Strong

One thing that would move your profit up a plateau: Quality — how would you rate your books, systems, and owner-dependence today?

Needs work Getting there Strong

One thing that would raise the quality of what you've built:

EXERCISE 3

Get Out of the Operator's Seat

List who fills each seat today, then rank which you'd exit first. Exit the highest-risk seats first — the ones where losing you means losing customers or revenue.

SeatWho fills it today?Exit priority

EXERCISE 4

Pick Your Exit Options

Forget the dream exit — pick one from reality. Mark your Option A and your backup Option B.

Why this Option A — and what would have to be true for Option B to kick in instead?

EXERCISE 5

Finances Gut Check

Books and records alone are behind roughly half of all deals that fall apart. Answer honestly — this is just for you.

Have you personally reviewed your books line-by-line in the last 3 months?

Yes Not yet

Do you know how your spending compares to your industry average, line by line?

Yes Not yet

Are there personal or non-essential expenses still running through the business?

Yes No

Which of these three is your biggest gap right now?

SCORECARD

Your Exit Readiness Score

Rate each statement: 1 = needs work, 2 = getting there, 3 = strong. Your score updates as you go.

123

of 24

Rate all 8 to see your band

Each statement above adds to your total.

8–13

Early Stage

14–19

Building Momentum

20–24

Exit Ready

ACTION PLAN

Your Next Steps

Rating is the easy part. Before you leave today, commit to what happens next.

Next 30 Days

Next 60 Days

Next 90 Days

If you only did ONE thing from today's session, what would move the needle most?

Take your worksheet with you

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