Resources

Tools, worksheets and checklists

Everything runs in your browser — no account, no email required, and your answers are never stored. Interactive tools give immediate results; worksheets are downloadable PDFs to work through in your own time.

Interactive Tools

Run in your browser. Results stay on your device.

~8 minutes

Full Exit Readiness Assessment

A 35-question diagnostic across all five dimensions — with a buyer's-eye view and a printable A4 report.

Start the assessment
~4 minutes

Freedom Number Calculator

Work out the personal number you'd need to walk away and fund the life you want. Indicative planning aid.

Calculate your number
~4 minutes

Owner Reliance Audit

Score how dependent your business is on you — across operations, sales, finance and leadership.

Assess owner dependence

Worksheets & Checklists

Official branded PDFs. Download and complete offline.

Exit Readiness Self-Check

A quick 1-page checklist to identify early red flags. ~2 minutes.

Download PDF

Freedom Number Planner

A worksheet to calculate and track your Freedom Number by hand.

Download PDF

Owner Reliance Audit Worksheet

A printable version of the online audit with score breakdown.

Download PDF

Buyer Red Flags Checklist

Assess early warning signs of poor-fit buyers.

Download PDF

Legacy Statement Creator

Articulate your values and goals for life after exit.

Download PDF

Succession Map Template

Map key roles, successors and timelines.

Download PDF

Confidential Conversation

Start a confidential conversation when you're ready.

You don't need to have decided to sell. If you'd simply find it useful to talk through where you are, what may be worth addressing or what your options could look like, you can start with a confidential conversation.

No account required · No pressure to sell · No automatic marketing