Not sure yet? Take the free 2-minute Sale / investment readiness self-check first →
Paid · in-depth · Sale / investment readiness

The Sale / investment readiness in-depth assessment — know exactly what to fix, and how.

The free check gives you a score. This goes the whole way: a full readiness review for your sector, a prioritised 90-day action plan, and the editable templates to close every gap. Own it forever.

Free vs in-depth

When a score isn't enough

Free self-check

A 2-minute score

  • 10 questions, instant score
  • Your top gap areas flagged
  • Pointers on what to do next

Take the free check →

What you get

A complete, do-this-next package

Readiness report

A clear, RAG-rated report across the standards that apply to Sale / investment readiness.

Gap register

Every gap, prioritised by risk, with the evidence needed to close it.

90-day action plan

Realistic and sequenced — you'll know exactly what to do next.

Templates included

The editable policies, audits and logs to close the gaps — yours to keep.

What we assess

What the Sale / investment readiness in-depth assessment covers

Every area below is reviewed, RAG-rated against the standards that apply to you, and turned into a prioritised action.

Financials

You have clean, timely management accounts and audited/reviewed numbers.

Financials

Revenue is documented, contracted and not over-reliant on one customer.

Controls

Financial controls, cashflow forecasting and a clear P&L are in place.

Legal

Contracts, IP, leases and licences are documented and assignable.

Compliance

Regulatory and tax affairs are clean and evidenced.

People

The business isn't dependent on the owner; key roles are covered.

Operations

Core processes are documented and could run without you.

Risk

A risk register and insurances are current and adequate.

Data

A clean data room could be assembled quickly.

Growth

You can show a credible, evidenced growth story.

Choose how much help

One payment. The whole roadmap.

Self-guided
£99 · one-off

The in-depth assessment toolkit and templates to run it yourself and build your report.

Assessment + expert review
£295 · toolkit + 60-min call

The toolkit plus a one-to-one expert review of your results and action plan.

Done-with-you
From £495 · we run it with you

We carry out the in-depth assessment with you and hand over the report and plan.

Independently produced; not affiliated with any regulator; no guaranteed outcome.

Start where it suits you

Take the free 2-minute check, or go straight to the in-depth assessment.