Owner Readiness Survey

 Preparing your fire protection and life safety business for a potential sale takes more than finding the right buyer. It requires a clear understanding of what your company is worth, what drives that value, and whether your operations, financials, leadership, and long-term plans can stand up to buyer scrutiny. Even if selling isn't on your immediate horizon, building readiness today can create more opportunities and greater control over your future. This assessment is designed to help you evaluate your business across 10 critical areas: transition planning, valuation, recurring revenue, margin discipline, financial readiness, owner dependency, relationship transfer, leadership depth, advisory team development, and personal readiness. Through 12 targeted questions, you'll identify your business's strengths, uncover gaps that could impact its value, and gain insight into the steps needed to prepare for a successful transition.

Answer each question based on where your business stands today to discover your readiness score, identify your two biggest opportunities for improvement, and take the next step toward selling on your terms.