Diligence Readiness Score

Know what the buyer will find.
Before they find it.

Most value is lost in the deal, not at the offer. Exit Blueprint works with you to score how prepared your business is to survive buyer diligence with its valuation intact.

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No financials required. Three readiness dimensions.

Diligence Readiness Score

0 100 50
0 Calculating...
Conservative
Base
Optimistic

A clean offer means little. Diligence is where the price gets re-cut.

01

The offer is not the price

Most owners negotiate hard for a headline number, then lose it in diligence. By the time the buyer's team arrives, the leverage has shifted.

02

Surprises become discounts

Undocumented addbacks, concentrated customers, owner-dependent operations, weak financials: each one gives the buyer a reason to renegotiate or restructure.

03

Most owners find out too late

A diligence process that starts at the letter of intent gives you no runway to fix what the buyer will find. The preparation window is now, not then.

The Method

Six dimensions. One composite score.

The Diligence Readiness Score is a single 0 to 100 measure built from the six categories a private equity buyer interrogates first. Each is weighted by how heavily it moves a valuation.

RQ
Revenue Quality

Contract coverage, recurring revenue mix, owner-relationship dependency, pricing power, and net revenue retention.

Weight: 25%
FI
Financial Integrity

Quality of outside review, depth of financial history, addback documentation, related-party disclosure, and close cadence.

Weight: 20%
OI
Operational Independence

Business continuity without the owner, SOP coverage, management depth, and institutional versus founder-owned client relationships.

Weight: 20%
CR
Customer Risk

Single-customer concentration, top-five concentration, contract protections, relationship governance, and historical churn.

Weight: 15%
MT
Management & Team

Leadership layer below owner, protective covenants, voluntary retention, financial leadership quality, and incentive alignment through a sale.

Weight: 10%
GD
Growth Drivers

Documented pipeline, revenue trend, standardization, expansion levers, and market positioning.

Weight: 10%

Three Readiness Dimensions

A sale-ready business can still fail to close.

A high DRS with low personal or financial readiness still stalls a deal. All three need to be in alignment before a transaction can close on the owner's terms.

DRS

Business Readiness

The DRS. Scored across six weighted dimensions. Reflects what a buyer's diligence team will find and how much they will use it to recut the price.

FIN

Financial Readiness

Whether the owner's personal financial position supports the exit. A business that scores well but an owner who needs every dollar of a specific price creates brittleness at close.

PSN

Personal Readiness

Clarity on role post-close, transition plan, next chapter, and timeline. Conflicted owners stall transactions, often without knowing why.

Reading the Score

Five tier bands. Each maps to a readiness state and a timeline.

Score Tier Implied time to ready
85–100 Diligence Ready Ready now. Protect the score.
70–84 Market Ready 3 to 6 months
55–69 Conditional 6 to 12 months
40–54 High Risk 12 to 18 months
< 40 Pre-Diligence Required 18+ months. Foundational work first.

How it Works

Four steps from request to roadmap.

STEP 01
Profile

Define your exit goals, intended path, priority ranking, and timeline. This shapes how the output is interpreted.

STEP 02
Assess

Work through the question bank across six DRS dimensions, plus the Financial and Personal readiness dimensions. No financials required.

STEP 03
Score

Your Diligence Readiness Score, confidence band, tier, and both secondary readiness dimensions are computed from your answers.

STEP 04
Roadmap

The top three ranked gaps surface with initiative copy calibrated to severity. An alignment verdict ties your score to your stated timeline.

Who it's For

Built for the deal table.

Exit Blueprint is built for anyone who needs to know where a business stands before a buyer does the asking.

Business Owners
M&A Advisors
Exit Planners (CEPA)
PE Acquirers
Wealth Managers
Independent Sponsors

Beyond the Score

The score is the beginning, not the summary.

DRS

A 0–100 composite with confidence band. The score you share with your advisory team and track over time as you close gaps before going to market.

EBITDA Recast

Addback clarity that a buyer's quality-of-earnings team will examine first. Gaps here pull EBITDA and compress the multiple simultaneously.

EV Gap

The distance between current enterprise value and where you need to be. Mapped to your stated timeline and financial readiness leg.

Initiative Roadmap

The top three ranked gaps with severity-calibrated initiative copy. What to do first, in plain language, ordered by weighted impact on the DRS.

Get Started

Request your Diligence Readiness Assessment.

A conversation today is cheaper than a re-trade at the closing table.

Request my assessment

Start Here

Request your assessment.

Share a few basics and we'll be in touch to get you started. No financials required.