Sample Scorecard
Sample scorecard — your results will vary based on your business
What We Review
What the assessment covers.
We look at the areas buyers evaluate first — not surface-level stuff, but the real gaps that affect how a deal gets priced and whether it closes.
Marketing Visibility
Your website, Google presence, reviews, local SEO, and how you show up when a buyer starts asking questions.
Customer & Revenue Data
How clean and accessible your job history, customer records, lead sources, and revenue trends actually are.
Systems & Operations
How well your business runs without you, and whether buyers will see a stable operation or a one-person dependency risk.
Growth Story
Whether buyers can see a clear picture of where revenue is growing, where new jobs come from, and what the future looks like.
Diligence Readiness
How prepared you are to answer buyer questions, provide clean documentation, and move through a deal without surprises slowing things down.
Your Priority Action Plan
You receive a prioritized list of fixes most likely to improve your buyer-readiness score before the sale conversation starts.
Deliverables
What you receive after the assessment.
No fluff. No 80-page strategy doc. Just a clear, practical picture of where your business stands and what to focus on first.
A scored summary across marketing, data, systems, and growth story.
A clear breakdown of the gaps most likely to create friction during buyer diligence.
The fixes that will move the needle most before your buyer conversations begin.
We walk through your results and answer your questions about next steps.
Who It’s For
Built for business owners who are serious about a clean exit.
Paving
Landscaping
HVAC
Roofing
Electrical
Septic
Excavation
Ideal for owners thinking about selling in the next 6 months to 3 years who want to get ahead of buyer questions before deal conversations start.