Free adviser tool
Transaction Readiness Check
A practical, automated way to help a client see how prepared their business is for a future sale — without starting a full advisory engagement.
How it works
Choose how to use it
Complete the check yourself, work through it with the client, or create a secure link for them.
28 practical questions
Four areas: financial readiness, business independence, buyer readiness and transaction readiness.
Immediate report
The result is scored automatically and produces priorities, buyer questions and suggested next steps.
You keep control
If you share it, you send the link through your own normal client channel. Advisor Toolkit does not email the client.
This is an indicative automated diagnostic based on the answers provided. It is not a valuation, due-diligence review or legal, tax, audit or regulated investment advice.