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I would like to request information regarding your Exit Planning Workshop.

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Exit Readiness Scorecard

A Pre-Exit Health Check by TWP Accounting

Pillar	Key Questions / Criteria	Score	Notes / Evidence
1. Owner Dependency	Can the business run profitably for 4+ weeks without the owner? Is decision-making delegated?
2. Management Depth	Is there a strong 2nd-tier management team with authority and clear succession?
3. Financial Maturity	Are financial records audited/normalised? Are management accounts produced monthly?
4. Financial Separation	Are personal and business expenses completely separated? Clean capital structure?
5. Legal & Compliance	Are IP, customer contracts, and HR policies up-to-date and protected?
6. Customer Concentration	Is revenue spread across many customers? High levels of recurring revenue?
7. Systems & Processes	Are standard operating procedures (SOPs) documented? Scalable IT systems?
8. Market Position	Defensible USP and clear brand strength in your market? Growth pipeline?
9. Sales Independence	Is the sales pipeline and closing process independent of the founder?
10. ESG & Strategy	Do you have formal growth strategies, ESG policies, and risk registers?

Score: 0%

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TWP Accounting LLP • Chartered Accountants • Telephone: +44 (0) 1932 704700

Contact: Fawad Barlas • Email: valuations@twpaccounting.co.uk • Web: www.twpaccounting.co.uk