Exit & Value Readiness
Know what a buyer will question — years before a buyer asks.
For owners who may sell at some point but are not ready to engage a broker today. The work is diagnostic and preparatory: understand the gaps while there is still time to close them.
Review areas
Examined through the lens of buyer diligence rather than internal reporting.
- Financial readiness
- Normalized earnings and add-backs
- Financial documentation quality
- Owner dependence
- Key-person risk
- Customer concentration
- Recurring revenue
- Management depth
- Contracts and documentation
- Operational documentation
- Technology and system maturity
- Likely buyer diligence concerns
Deliverables
Exit Readiness Assessment
A written evaluation of where the company currently stands against what buyers examine.
Key Risk Map
The specific concentrations, dependencies and gaps most likely to affect price or terms.
Prioritized Pre-Sale Roadmap
What to address first, what can wait, and what is unlikely to be worth fixing.
Typical pricing
$3,000 – $10,000
Depending on company size and complexity.
Next step
Pre-Sale Preparation
Once the gaps are known, the follow-on engagement assembles the material buyers will request — normalized financials, add-back schedules, a key-person map, a data-room architecture and management preparation.
View Pre-Sale Preparation →This service does not include legal, tax, securities, real-estate brokerage or transaction-brokerage services. CEVRA does not find buyers, negotiate transactions or act as an M&A or business broker.
Begin an exit readiness review.
Tell us roughly when a sale might happen and what condition the records are in. We will scope from there.