An AI-powered scored evaluation across 8 domains that quantifies where a business stands — and exactly what to fix before going to market.
The gaps that cost sellers the most are almost always fixable — if you find them 12–18 months before listing, not 12 days after getting an LOI.
Each domain is scored 1–10 using AI analysis against a rubric calibrated to what buyers and their diligence teams actually examine at each stage of a transaction.
Documentation and contract/legal-file completeness, data-room organization, and the likelihood a buyer's advisor uncovers material issues post-LOI.
Owner's personal client relationships and decision-making centralization, documented succession and transition plan, and the degree to which institutional knowledge is captured independent of the owner.
Recurring versus one-time revenue, customer tenure and contract coverage, churn, and concentration risk in any single account.
EBITDA normalization, add-back defensibility, working-capital profile, and the growth narrative a buyer's CFO will construct from your books.
SOP coverage, process documentation, system dependency, and the ability to grow without proportional headcount increases.
Tech-stack documentation, vendor lock-in risk, cybersecurity posture, and data governance.
Contract assignability, IP ownership, employment-law and regulatory adherence, and any open litigation or compliance gaps.
Key non-owner employee retention risk, compensation competitiveness, critical-role bench depth, non-compete and retention agreements, and team stability under new ownership.
Your Exit Readiness Score tells buyers how much leverage they have at the negotiating table. Higher scores mean fewer gaps for buyers to exploit — lower scores signal re-trade risk before closing.
See a Sample Report →| Score | Band | Buyer Discount Risk |
|---|---|---|
| 8.0 – 10.0 | Institutional Ready | Minimal — few gaps for buyers to exploit |
| 6.5 – 7.9 | Market Ready | Low — some negotiating leverage for buyers |
| 5.0 – 6.4 | Needs Preparation | Moderate — expect re-trade attempts |
| 3.5 – 4.9 | Material Gaps | High — significant discount likely |
| Below 3.5 | Not Ready | Very High — consider delaying go-to-market |
Scores reflect readiness relative to what buyers examine in diligence — not a valuation guarantee. Consult your broker or M&A advisor for a specific valuation.
Full domain-by-domain scoring with per-criterion findings, diligence risk callouts, and a vertical-specific valuation multiple estimate. Broker-shareable PDF.
Prioritized remediation list with estimated valuation impact per item. Each action is sized by effort and ROI — so you fix the right things first, not just the easiest.
For sellers who want SellerDiligence to execute the roadmap — not just deliver it. Technology, documentation, compliance, and vendor management remediation support.
SellerDiligence assessment rubrics are calibrated by vertical — because what matters in a healthcare practice sale is not the same as what matters in a technology services acquisition.
✓ Live · ⏳ In development
$1M–$15M revenue SMB, 1–5 years from exit, working with a business broker or M&A advisor. Healthcare vertical overlay live today.
GABB members, IBBA advisors, CPA referral partners. Broker co-branding available on all deliverables.
Review a live 12-scenario demo portfolio with full scored reports, Value Recovery Roadmaps, and valuation analysis across multiple verticals.