Tool 1 of 3
Exit Readiness Assessment
How prepared is the business for an ownership transition?
24 questions · about 8 minutes · five readiness scores
You receive: An overall readiness score with five category scores and commentary.
Free tools
Free exit planning diagnostics
Three connected tools help owners of established UK businesses see where they stand before a sale, succession or retirement. Each shows results immediately, without asking for contact details first. They are indicative and not a valuation.
Tool 2 of 3
Owner Dependency Score
How reliant is the business on you personally?
24 questions · about 6 minutes · six dependency scores
You receive: Where the business relies on you, across six areas.
Tool 3 of 3
Exit Timeline
What should you work on now, and when?
10 questions · about 3 minutes · personalised roadmap
You receive: A phased roadmap of what to work on, and when.
Not sure where to start? If you're unsure of your timing, begin with the Exit Timeline. If you already know you're heavily involved day to day, try the Owner Dependency Score.
Whatever stage you are at, start with an experienced adviser to work out the right way forward.
Looking ahead
Exit Agent — planned for early 2027
We are developing Exit Agent, an entry-level AI-assisted exit-planning tool to help owners clarify objectives, consider readiness and potential routes, and identify preparation priorities before speaking with an experienced adviser.
AI-assisted preparation, followed by experienced human guidance. Exit Agent will not replace professional judgement, choose your exit route or value your business. It will not provide legal, tax or regulated financial advice or execute transactions.
Interested in early access? Register your interest and we will let you know when Exit Agent becomes available.