Seller Preparation Assessment™
Thinking about selling your business? Start with preparation.
Work through structured materials privately, record your observations and questions, and prepare for your next conversation with a broker or advisor.
Your dashboard guides the sequence. You download and fill in the PDFs on your own device, where your completed answers remain.
Self-directed · Educational · Not legal, tax, or investment advice
Your path
What you do
Follow the sequence in your dashboard, then download and complete the fillable PDFs privately on your own device.
What you keep
Keep the completed files on your device. Base centers on your Owner Readiness Snapshot™; Comprehensive adds the review and summary materials.
What happens next
Bring your observations and questions to your next broker or advisor conversation if you choose. Nothing is shared automatically.
The assessment organizes your own record; it does not generate a valuation, score, readiness determination, professional opinion, or transaction guarantee. It supports your advisors and does not replace them.
The assessments
Two packages, two different functions
Both are one-time purchases. Base gives you visibility. Comprehensive adds educational context around what you have written down.
Visibility
Base Assessment™
“What exists, what do I currently understand, and where are my questions?”
Helps you identify and organize what already exists, document what you understand, and make your uncertainties and questions visible.
$99
- Guided orientation, walkthrough, and completion materials
- The Owner Readiness Snapshot™, completed privately by you
- A written record of your expectations, questions, and concerns
- Private dashboard access; download any time
Visibility plus educational context
Comprehensive Assessment™
“Why might these observations or uncertainties matter?”
Everything in Base, plus structured educational context on why certain observations, questions, or gaps may matter in future planning and professional conversations.
$149
- Everything in the Base Assessment™
- Transaction Readiness Implications Review™ — educational context on why observations, questions, gaps, or uncertainties may matter
- Transaction Readiness Understanding Summary™ — a concise professional conversation summary for points and questions you may choose to discuss
- General educational context — not an analysis of your answers
For professionals
See the owner journey before referring an owner
Professionals can use the SellerPreparation Professional Preview to try the owner journey without buying an owner package. Owners do not need an SPW license or a professional referral to purchase Seller Preparation.
Open the professional previewPowered by SPW refers to the methodology. SPW is a separate, optional professional path.
Begin with an honest picture.
Work through the assessment privately, and arrive at your next professional conversation with your understanding already organized.