Jim Kerrigan

What is your target exit timeline?

What is your primary motivation for exploring exit readiness now?

What does your post-exit life look like (retire, reinvest, stay involved)?

What annual income do you need post-exit to sustain your lifestyle?

Rate the completeness of your operational SOPs (1-5).

Could the business run for 30 days if you were unreachable?

What percentage of revenue comes from your top 3 customers?

Are your largest customer relationships under multi-year contracts?

Is your current legal structure optimal for a sale (entity type, IP ownership)?

Are key employees under written agreements (employment, non-compete, IP assignment)?

What percentage of revenue is recurring or contractually committed?

Has revenue grown year-over-year for the last 3 years?

Have you identified all legitimate owner add-backs (personal expenses, one-time costs)?

Is your trailing twelve months EBITDA reviewed or audited?

Do you know your average working capital over the last 12 months?

Is your AR collection cycle under 60 days on average?

What is your target valuation range for the business?

Have you benchmarked recent comparable transactions in your industry?

Have you consulted a tax advisor about the structure of a potential sale?

Are you open to earnouts or seller financing to bridge valuation gaps?

Do you have an M&A attorney engaged or identified?

Do you have a wealth manager planning for post-exit proceeds?

Are your last 3 years of financial statements organized and accessible?

Are customer contracts, leases, and key agreements organized for diligence?

Are you prepared to commit the time required during a live deal process (est. 10+ hrs/week)?

Have you aligned with your spouse/family on the exit timeline?