Free private tool

Working backward is the only way an exit is actually ready.

No company name required. Anonymous by default.

Your target

The plan below adjusts to your readiness and complexity.

Complexity = multi-entity, multi-location, high customer concentration, regulated work, or heavy owner-held IP.
crosspeak / succession-timeline
Reverse timeline
01Readiness diagnosticStart month 1 · needs 34m lead

Baseline score across owner dependency, financial clarity, transferability, and buyer signal.

02Financial cleanupStart month 1 · needs 28m lead

Recast financials, normalize add-backs, tighten the P&L a buyer will actually see.

03Owner dependency reductionStart month 1 · needs 25m lead

Document processes, elevate a #2, remove personal expenses from the operating story.

04Operational tighteningStart month 4 · needs 20m lead

Systems, contracts, customer concentration, key-person risk — the parts diligence flags.

05Valuation & structure planningStart month 11 · needs 13m lead

Formal valuation, tax structure, net proceeds model, expected deal shape.

06Confidential go-to-marketStart month 16 · needs 8m lead

Curated buyer outreach under NDA. No public listing.

07LOI & negotiationStart month 20 · needs 4m lead

Letters of intent, term negotiation, structure selection.

08Diligence & closeStart month 23 · needs 1m lead

Legal, financial, operational diligence. Purchase agreement. Wire.

Value at risk
Exit in 24 months
Multiple phases can't fit before your target date. Either extend the timeline or accept a lower buyer confidence discount.
Full private diagnostic · PDF

Instant private PDF: your reverse timeline, urgency flags, and a private action checklist for the phases that matter most.

Confidential · not shared with buyers or third parties

What this tool tells you

Reverse timeline

Phases sequenced backward from your target exit date, scaled to readiness and complexity.

Lead time needed

The runway each phase actually requires — not the ideal, the realistic.

Urgency flag

Phases that no longer fit inside your timeline and need attention before they compress value.

What to do with your result

  1. Step 01

    Read your first read

    Every tool returns a private partial result so you can start thinking clearly.

  2. Step 02

    Download your private PDF

    Enter your email — the diagnostic downloads instantly. Yours to save, print, or share with your accountant.

  3. Step 03

    Come back when you're ready

    No follow-up unless you ask for one. Request a private conversation on your timeline.

When you're ready to go deeper, David is here.