About eight minutes, no confidential financials. You get a 0–100 readiness score across the five dimensions that decide whether lower-middle-market sales close, plus an advanced tax section most owners can't answer. That's the point: it covers the planning where the biggest checks hide, and it only counts if it's funded and papered, not just discussed.
Built by Alteris Capital Partners, the firm that is actually in the data room. Educational and confidential. Unscored questions are marked.
The advanced section
Seven questions most owners can't answer.
That's the point. These cover the pre-sale tax planning where the largest dollars move, and every one of them only scores if the work is funded and papered. Answer honestly; low scores here are normal and useful.
0
out of 100
Advanced tax readiness
Most owners score low here. This section covers the planning with the longest lead times and the largest dollars; it is where preparation pays most.
Context: the Exit Planning Institute finds only 20–30% of businesses that go to market actually sell. Once our benchmark reaches 100 owners, this line becomes a live percentile against owners in your revenue band.
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