The product
The Seller Preparation Assessment™
A structured, self-directed educational assessment for owners beginning to think about a future sale, succession, or other change in ownership. You work through it privately, in a guided sequence, inside your own dashboard. It helps you organize what you know, identify what you may not yet understand, and recognize where qualified professional help may eventually be useful.
What the assessment explores
The subjects you will think through
These are the broad subjects the materials cover. Nothing here is due diligence, valuation, financial or tax analysis, legal review, diagnosis, or a personalized recommendation — you are recording your own understanding, not receiving an opinion.
Expectations, objectives, and timing
What you currently expect from a future sale or transition, and how you are thinking about timing and options.
Understanding of the process
How a sale or transition generally unfolds, and which parts of it you have not yet had reason to think about.
Financial organization and visibility
How readily available and organized your financial information is — not an analysis of the numbers themselves.
Operations and transferability
How the business runs day to day and how much of that would carry forward under different ownership.
Owner dependency and management depth
How much depends on you personally, and where responsibility sits elsewhere in the business.
Continuity, customers, and relationships
Concentration in customers or revenue, contracts and commercial relationships, and continuity of the business over time.
Documentation and record organization
What is written down, what lives only in memory, and how records are currently kept.
Questions and areas warranting attention
The questions that may deserve qualified professional attention and the areas you may want to explore further.
Background reading on several of these subjects is published free in the Institutional Knowledge Library™ — including owner dependency, transferability, and business continuity.
What you receive
Ten documents, four milestones
Milestone 1
Understand the Process
- Welcome to the Seller Preparation Assessment™
- Read Before You Begin™
- Guided Completion Guide™
Milestone 2
Complete Your Assessment
- Seller Walkthrough™
- Owner Readiness Snapshot™ (fillable)
Milestone 3
Review Transaction Implications
- Transaction Readiness Implications Review™ (Comprehensive)
- Transaction Readiness Understanding Summary™ (Comprehensive)
Milestone 4
Prepare for Your Professional Conversation
- Assessment Completion Guide™
- Getting the Most From Your Next Professional Conversation™
- Congratulations & Next Steps™
What the materials look like
The structure of a section
An illustrative explanation of how the assessment materials are organized. The actual statements and prompts are part of the paid assessment and are not reproduced here.
Step 1
Section opening
Each section opens with its subject and a short educational explanation of why owners commonly think about it.
Step 2
Reflection statements
A small set of plain-language statements you respond to for that subject, considered one at a time.
Step 3
Your own notes
An open reflection space where you record, in your own words, what stood out.
Step 4
Closing perspective
A final section that collects what stood out most, your strongest areas, areas needing attention, and the questions you want to raise.
Illustrative structure only · Not a sample report or a personalized result
What you leave with
A record you keep and control
- A completed personal record in your own words
- Organized responses and reflections in one place
- Documented expectations, questions, and concerns
- Greater visibility into what you understand and what needs further exploration
- Files retained privately on your own device
- Materials you may choose to discuss with qualified professionals
- A structured starting point — not a professional verdict
Responses you enter into the fillable PDFs stay in the files you save on your own device. SellerPreparation.com does not store your answers as answer data, and nothing you write is transmitted to anyone unless you choose to share the file.
Choosing a package
Base gives visibility. Comprehensive adds context.
Primary function — visibility
Base Assessment™ — $99
“What exists, what do I currently understand, and where are my questions?”
Base helps you identify and organize what currently exists, document what you understand, recognize where you are uncertain, surface your questions, and make the areas deserving further attention more visible. Eight documents covering orientation, the Seller Walkthrough™, the Owner Readiness Snapshot™, and your professional conversation preparation.
Choose BasePrimary function — visibility plus context
Comprehensive Assessment™ — $149
“Why might these observations or uncertainties matter?”
Comprehensive includes everything in Base and adds the Transaction Readiness Implications Review™ and Transaction Readiness Understanding Summary™. These provide structured educational context on why certain observations, questions, gaps, or uncertainties may matter in future planning and professional conversations.
Choose ComprehensiveThe Comprehensive materials are general education. They do not read or analyze your individual responses, evaluate your business, diagnose issues, rank priorities, recommend actions, estimate value, certify readiness, or predict outcomes. If you begin with Base, you can add the Comprehensive documents later from your dashboard.
What to expect
Self-directed, private, and yours to keep
You work through the documents privately, at your own pace. Your answers remain in the files you save on your own device and are not stored by SellerPreparation.com as assessment-answer data. Other customers and referring professionals do not automatically receive your answers, completed files, or progress. Limited authorized SellerPreparation.com personnel may access account and completion information when necessary to operate and support the platform. Your fillable materials remain yours and may be downloaded and shared with your own attorney, accountant, or M&A professional if you choose. The assessment is educational — it is not legal, tax, accounting, or investment advice, and it does not produce a valuation, a readiness score, or a certification.