Building Businesses that Sell

Access Powerful Tools and Insights to Drive Long-Term Success

Securing a successful transaction isn’t easy

It’s estimated that only 30% of businesses that go to market sell; the other 70% are overlooked in favor of others.

Whether you’re a business owner preparing for a transition—or an advisor guiding clients through the process —understanding what drives business value is critical. However, it can be challenging to truly understand what factors contribute to a business's value and what sets it apart from the competition.

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Transform your business—or your client’s—into a highly sought-after commodity.

Understanding the key drivers of business value gives you the clarity and confidence to position a company for growth, marketability, and a more flexible future. The assessments below provide invaluable insights that will help you get started.

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The Tools to Help Maximize Value

As you use these tools, please note the quality of the results depends on the quality of the financial information you enter. For business owners, we encourage you to start with our Valuation Starting Point Checklist for guidance on how lenders, investors, and potential buyers perceive financial statements. Advisors can also use this tool to help clients assess readiness.

Starting Point Assessment: The Business Exit Readiness Index™ (BERI Index™)

This 20-question survey provides insight into the type of business owner you—or your client—most resembles. Some owners may be ready to exit, while others may need to stay and grow the business or can choose a transition option. The resulting profile supports informed decisions aligned with goals and objectives.

BERI Index™

Find a Clear Path: Growth Planning Index™ (GPI™)

Some business owners aim to enhance business operations, while others strive to build long-term value with an eventual exit strategy. Our GPI™ survey helps identify these goals to invest resources strategically. Gain clarity, prioritize areas for improvement, and optimize your efforts.

GPI™

Identify Obstacles: Owner Dependence Index™ (ODI™)

Whether you're assessing your own business or helping a client, understanding how much the company relies on the owner is critical. High dependency creates obstacles to ownership transfer. This assessment can help empower successful business transitions and create alignment with the owner’s desired lifestyle.

ODI™

Strengthen Your Plan: Strategic Capacity Analysis™

What’s the strategy for financial growth and making the business easier to run? This tool will rate a business on the traits of top-performing companies from Growth Drive™, powered by Clarity™. Use this report to outline or advise on a path to achieve the growth goals necessary for a successful transition.

Strategic Capacity Analysis™

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Know Your Worth: Estimate of Value Calculator

BeReady is here to help with mentorship that will put you on the right path to a career as a certified exit planner.

While it’s not a formal valuation, it provides a helpful benchmark to spark more informed conversations around business value, growth opportunities, and transition readiness.

Start Calculating

BeReady is a strategic exit planning partner helping business owners and advisory firms maximize value and prepare for success. If you have any questions about your results or want support with exit planning, we’re here to help.

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