Exit Ready Assessment
Our Exit Ready Assessments are designed for those who need a starting point in preparing for an exit but are unsure where to begin. This condensed, virtual service provides a structured exploration of your business’s exit readiness with a focus on clarity and actionable insights.
What to Expect
Guided Exploration
In this condensed, introductory service, we begin by clarifying your long-term picture of success through a guided exploration, helping you articulate your goals and vision for the future.
Estimated Valuation
Through a brief, summary level review of company financials, marketing materials, and existing strategies, together with a brief interview, we will assist in estimating a range in which your organization would likely be valued at should you bring it to market.
Priorities for Success
Informed by your vision for the future, measured against where your organization sits at today, we offer practical advice and recommendations on priorities worth investing in to better position yourself for success.
Confidence & Clarity
Whether or not you're ready to take action on your exit-readiness journey, simply taking time to understand what options exist and what would be likely required for you to accomplish a planned (or unplanned) future transition, you're already ahead of most of your competition!
The Process
1
Pre-Meeting Review
Prior to our meeting, an Agora Strategic Advisor will contact you with a short list of requests to best prepare us for a meeting. We'll ask for summary financial statements, company marketing documents, and any relevant strategic plans. An NDA will be provided, of course, as we always prioritize our client's confidentiality.
2
Virtual Meeting
In a 90 minute virtual meeting (Zoom, or whatever platform you prefer), your Agora advisor will walk through questions and tools designed to help uncover valuable insights about what future transition options might best suit you and your business, questions about company performance and leadership, and other discussion points to help us thoroughly assess your business.
3
Document Delivery
Shortly after our meeting (typically about a week), your advisor will deliver to you an Exit Ready Review document, complete with details on what a successful future transition might entail, a rough/ estimated value of your business as it sits today, and specific priorities and recommendations for next steps to ensure you are on a path to probable success!
Would you like to learn more?
Fill out the form below to learn more about this, and other, services offered by Agora.
Would you like to learn more?
Fill out the form below to learn more about this, and other, services offered by Agora.