The product
The Seller Preparation Assessment™
A purchased set of owner assessment documents, released in a deliberate sequence inside your private dashboard. It is educational and self-directed: it helps you understand your own position before you discuss a possible sale with anyone.
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™
Base Assessment — $99
Eight documents covering orientation, the Seller Walkthrough™, and the Owner Readiness Snapshot™, plus your professional conversation preparation.
Purchase BaseComprehensive Assessment — $149
All ten documents, adding the Transaction Readiness Implications Review™ and the Transaction Readiness Understanding Summary™.
Purchase ComprehensiveWhat to expect
Self-directed, private, and yours to keep
You work through the documents privately, at your own pace. Your completion status is visible only to you, the fillable materials remain yours, and everything can be downloaded and shared with your own attorney, accountant, or M&A professional. The assessment is educational — it is not legal, tax, accounting, or investment advice.