Look at what is known.
Review eight areas, from financial records to owner independence. Keep unanswered questions visible.
A stronger business.
A more considered exit.
Preparation gets easier when the next step is clear. Bring your questions, evidence and priorities into one practical working plan.
Start without an account. Choose whether to save on this device.
Preparation workbookFictional example
Make the business less dependent on you.
One priority. Three concrete next steps.
- ✓Map the weekly decisionsDone · Operations lead
- Document the handoverNext · First 30 days
- Test a week awayPlanned · Days 61–90
From “where do I start?”
to a plan you can work.
Decide what matters first.
Pick the gaps you want to work on. Add evidence references and choose practical next actions.
Give the next 90 days a job.
Assign the work, set dates and track completion. Export a backup or print a brief for your advisor.
Preparation, with perspective.
This is a working organizer for your own inputs. It does not value a business, predict a sale or replace professional advice. A completed checklist is a record of work, not proof that a business is ready to sell.
Your preparation workbook
Make the next step specific.
What are you preparing for?
You can plan without naming the business or sharing exact financial figures.
Start with what you can support.
These are prompts for reflection. Choose a state, note what supports it, then mark the areas you want to prioritize.
Suggested actions are editable starting points based on your selections. They are not an advisor’s assessment.
Your next 90 days
Define the work and who will move it forward.
A useful conversation starts here.
Review your working brief, print it, or keep a backup you can restore later.
Backups include all workbook notes. Store them somewhere you trust. Restoring replaces the open workbook after confirmation.
Example & reset controls
Export your workbook before replacing it. These actions require confirmation if you have work in progress.
A plan worth discussing.
An advisor can help you interpret the questions and decide what support fits. Healthcare and adjacent businesses belong with Vallexa; service-business preparation belongs with EXITstrategies.
Your local workbook stays on your device unless you choose to include a summary.
Prepare your brief in the workspace, then choose what you want to discuss with your existing advisor.