Before sale
Transaction Readiness Check
A practical, no-cost way to help a client see how prepared the business is for a future sale, with an immediate report and no manual Thinkerz review required.
Free automated tool
No account is required for the client. The adviser can complete the check themselves or create a secure link and share it through their own normal client channel.
When advisers typically need this
- A shareholder has started talking about a possible sale and you want to give them a useful first step.
- You want the client to think about buyer-readiness before committing to a full advisory process.
- You are discussing succession or exit planning and need a structured conversation starter.
- You want to identify obvious preparation gaps before deciding whether specialist work is needed.
What the check covers
- Financial readiness — reporting, maintainable earnings, cash flow, working capital and concentration
- Business independence — owner reliance, management depth, processes, succession and knowledge transfer
- Market and buyer readiness — recurring revenue, customer quality, competitive position and transferable growth
- Transaction readiness — contracts, compliance, tax planning, management information, advisers and deal-room organisation
What the report gives you
- An immediate overall readiness score and traffic-light view across four areas
- The five issues that most deserve attention before buyers see the business
- Questions a buyer is likely to test and practical first steps for each priority
- A printable report available immediately at the same secure assessment link
How it works
The adviser creates the check, chooses whether to complete it themselves or share a secure link with the client, and the report is generated automatically as soon as all 28 questions are answered.
See how we work- 01
The adviser creates the free check
- 02
The adviser completes it or shares a secure client link
- 03
The 28 answers are scored automatically
- 04
The report is available immediately at the same secure link
Limitations
The check is an automated indicative diagnostic based on self-reported answers. It does not verify underlying information and is not a valuation, due-diligence report or legal, tax, audit or regulated investment advice. This service is provided under a separately agreed engagement and does not constitute legal, tax, audit or regulated investment advice. Any analysis depends on the information supplied, the assumptions adopted and the circumstances at the relevant time.
Free adviser tool
Give a client a useful first step
Create a Transaction Readiness Check in a few minutes. Complete it yourself or share a secure link through your own client channel; the report is generated automatically.