The Questions that Reveal What The Business is Ready for

A private checklist for owners who are thinking about value, transferability, or a possible sale and want to spot the hidden issues before they shape the outcome..

Before Timing Forces The Issue, Get Clear On Readiness

You may not be ready to sell today. But if value, transferability, succession, or the weight of the business resting too heavily on you has been on your mind, this is the right place to begin. This short checklist is designed to help owners think more clearly about the issues that often affect buyer confidence, transition readiness, and business value long before they show up in a formal valuation or diligence process.

This resource is for you if:

  • You are thinking about a future sale, succession, or ownership transition
  • You suspect the business depends too heavily on you or a few key people
  • You want a clearer view of what may affect value or buyer confidence
  • You are not ready for a full process, but you know it is time to look more closely

This is not a formal valuation, a scorecard, or a full diligence process. It is a conversation starter designed to help you see what may need attention first.


Before you sell, understand the process.

You may not be ready to sell. But if value, transferability, or the weight of the business resting too heavily on you has been on your mind, this is the right place to begin. This short guide is designed to surface the questions that often matter most before a sale, a transition, or a serious move to strengthen the business.

For owners who want a clearer view before timing, pressure, or a buyer forces the issue.

  • “The Peek Advisory team worked literally ‘side-by-side’ with our employees to meet critical deliverables, always with a flexible client focus and a sensitivity toward sensitive information.”

    Wayne Mathisen
    CEO, Orange ev