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Acquisition Readiness Assessment

Six categories, guided questions, evidence status, and a weighted score. A high self-assessment is never financing approval.

Overall 48%
48%
Acquisition readiness

5 categories below 40%

Financial
Profitability, historical earnings, liquidity, debt, and capacity for acquisition debt.
45%
Documented
  • 3 years of reviewed financials
    In Progress
  • Cash available for down payment
    Completed
  • Existing debt service capacity
    Not Started
Operational
Documented processes, capacity, key-person dependencies, and continuity.
60%
Self-Reported
  • Process documentation for fulfillment
    Completed
  • Identified key-person risks
    Completed
  • Integration playbook drafted
    Not Started
Management
Leadership capacity, available time, delegation, and outside advisors.
38%
Self-Reported
  • Time allocated for an acquisition
    In Progress
  • Delegated responsibilities during diligence
    Not Started
Funding
Financing sources, buyer contribution, borrowing history, and lender relationships.
20%
Self-Reported
  • Pre-qualified with an SBA preferred lender
    Not Started
  • Seller-financing terms drafted
    Not Started
Legal & Organizational
Structure, ownership clarity, contracts, insurance, and representation.
55%
Professionally Reviewed
  • Entity structure reviewed
    Completed
  • Acquisition attorney retained
    Completed
  • Insurance reviewed for change-of-control
    Not Started
Strategic
Clear criteria, integration plan, target economics, and acquisition limits.
70%
Self-Reported
  • Acquisition criteria defined (Buy Box)
    Completed
  • Integration thesis
    Completed
  • Walk-away thresholds
    In Progress
A high self-assessment score is not financing approval.

Evidence status ranges Self-Reported → Documented → Professionally Reviewed → Lender Confirmed. Only lender confirmation means underwriting.