SwiftyX Consultation · Exit Readiness

Is your business ready to be sold?
Find out before a buyer does.

A guided ~40-minute consultation that measures exactly what a buyer's advisor will measure — how much of the business depends on you personally, whether your earnings can be proven, and whether anyone else could take the keys. You get an honest readiness level and a plan, years before you need either.

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Why now

The biggest ownership transfer in a generation is underway.

76%

of small-business owners plan to exit their business within the next decade — one example: Canada, where the wave is best documented.

Source: CFIB succession research
<1 in 10

have a formal succession plan. Most exits are improvised — and improvised exits sell at a discount.

Source: CFIB succession research
#1

value killer named by owners themselves: the business depends too much on their personal involvement.

Cited by 40% of owners (CFIB)

Think of it like a pre-listing home inspection: every issue this consultation finds is one a buyer's accountant would have found later — at the negotiating table, when it costs you money. Found two years early, almost all of them are fixable.


How it works

One conversation. An honest verdict.

1 · Guided AI consultation
💬

~40 minutes, voice or text

A structured conversation through five areas — your exit picture, how much the business depends on you, your financials, and what a handover would take. Plain answers beat polished ones.

2 · Scored report
🧭

Exit Readiness Consultation Report

A readiness level from A to D, computed from your own answers — every finding quotes what you actually said. No generic filler.

3 · The right calls
📞

A referral map

Which professionals to engage — accountant, valuator, lawyer, broker — in what order, with what homework done, and which calls would be premature today.

1The Owner 2Owner Dependency 3Financial Readiness 4Transferability 5Verdict

The verdict

A readiness level you can act on.

Four levels, computed from your answers by a scored methodology across owner readiness, owner dependency, financial readiness, and transferability. A well-prepared business scores well — the credibility of a diagnostic is knowing how to say "you're ready".

A

Sale-ready. Confirm with your professionals and choose your moment.

B

Ready with work. A short list of gaps, each with an owner and a date.

C

Value at risk. Selling now means selling at a discount — fix, then sell.

D

Not transferable today. Build transferability first; some steps would waste money now.


Inside your report

What you walk away with.

🚩

Red flags — with the buyer's eyes

Each gap a buyer would price or walk away on, ranked, with what it looks like from their side — and backed by your own words, never our opinion.

💚

What a buyer will genuinely like

Your recurring revenue, your loyal crew, your clean history — the strengths a diagnostic that only lists faults would miss. Always included.

🗓️

Action plan by horizon

Concrete steps grouped 0–3, 3–12, and 12–24 months — from one afternoon writing down your pricing rules to proving the business runs without you.

📞

Professional referral map

Accountant, financial planner, tax advisor, lawyer, accredited business valuator, broker — who to call, when, and why some calls are premature at your level. Pre-sale structuring topics commonly need 24+ months of runway; the report tells you which clocks are already ticking.


Honest boundaries

What this consultation deliberately doesn't do.

No valuation number. Pricing a business is an accredited valuator's job. What we tell you is when you're ready to make that call worth paying for — a valuation of an untransferable business prices your job, not your company.
No tax or legal advice. Tax and structure topics — capital-gains exemptions, share-versus-asset sale, employee-ownership structures — are named as conversations to have with your professionals in your jurisdiction — with the why and the when — never applied to your situation by us.
No pressure to sell. The report is a starting position, not a sales pipeline. If the honest answer is "you're not ready and you have time", that's the report you get.

Common questions

Straight answers.

What is an exit readiness assessment?

A structured review of whether a business could actually change hands: how dependent it is on the current owner, whether its earnings can be proven to a stranger with money at stake, and whether the team, systems, and paperwork would survive a handover. It applies in any jurisdiction — SwiftyX runs it as a guided ~40-minute AI consultation ending in a scored report.

Do I need to prepare documents?

No. The consultation works from your answers — rough numbers and honest ranges are enough. Anything you can't answer becomes an "open item" in the report with a named owner (usually your accountant) and a date, which is itself useful information.

I'm not selling for years. Is this premature?

The opposite — runway is the asset. Most fixes that raise a sale price (proving the business runs without you, upgrading financial statements, diversifying a dominant customer) take 12–24 months. The owners who sell well are the ones who measured early.

Is what I share confidential?

Consultations are anonymous by default — the diagnostic works from operational facts, not names. See our privacy terms for how consultation data is handled.


Get access

Request the Exit Readiness consultation.

Private beta — free, by access code, sent personally by email. No commitment, no sales call.

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Your access code will arrive by email if there's a fit. In the meantime, the scripted demo shows how a consultation works.

Exit Readiness is one of several SwiftyX consultations — see the full Consultation Catalog, including the Business Control Consultation and AIGovCheck, on the consultations page.