Answer 28 questions across 7 categories and get a comprehensive Exit Readiness Score with a prioritized action plan and valuation impact analysis.
Takes ~10 minutesFile contents stay on this devicePowered by AI
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Optional. Unlike CFO in a Box, these files are not uploaded. Contents stay in your browser.
You can attach statements as a reminder of what you reviewed. The files themselves stay in this browser and are not uploaded or analyzed β unlike CFO in a Box, which sends a document to generate a report and then discards it. If you generate an AI narrative here, only the file names are mentioned so the model does not invent figures. The score is based only on your questionnaire answers.
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Financial statements, tax returns, or management reports