What to clean up, quarter by quarter
The 12-month pre-sale checklist, broken down by quarter.
Related tools in exit readiness
Exit readiness score
LiveScore the business across financials, people, systems, and growth to see how sale-ready it is.
Owner dependence
LiveScore owner dependence across sales, operations, finance, and relationships.
Value gap analyzer
Compare the value you need at exit with what the business would fetch today.
Succession planner
Plan management succession across the key functions before you sell.
Retirement gap calculator
Compare the net proceeds from a sale with the retirement income you'll need.
Exit timeline planner
Lay out a 12-to-36 month exit timeline with the right workstreams in the right order.
How to use it
This tool is on the roadmap. The page here captures the intent so a buyer, seller, or contributor can tell whether it's worth building sooner.
- Vote for it on the roadmap.
- Request specific inputs or edge cases via request a tool.
- Open a PR on GitHub if you want to build it.
What it returns
When shipped, the tool will produce:
- A score with a per-dimension breakdown
- A short list of the two or three workstreams that move the number most
More on mainstreetwealth.ai
The deeper, trade-specific context on our main site.
Sell-side data room checklist
The complete sell-side data room checklist.
mainstreetwealth.ai/free-resources/sell-side-data-room-checklistClient roadmap
The 12-month pre-sale roadmap we walk clients through.
mainstreetwealth.ai/client-roadmapRequest a free business valuation
Get a defensible valuation from an M&A advisor who works your trade.
mainstreetwealth.ai/valuationSell your home-services business
Full-process sell-side M&A for home-services operators.
mainstreetwealth.ai/sellFree M&A tools on mainstreetwealth.ai
The full set of free Main Street Wealth tools — 20 calculators and checklists.
mainstreetwealth.ai/toolsBusiness valuation calculator
Instant business valuation estimate from the main site.
mainstreetwealth.ai/tools/business-valuation-calculatorMore tools in exit readiness
Exit readiness score
LiveScore the business across financials, people, systems, and growth to see how sale-ready it is.
Owner dependence
LiveScore owner dependence across sales, operations, finance, and relationships.
Value gap analyzer
Compare the value you need at exit with what the business would fetch today.
Succession planner
Plan management succession across the key functions before you sell.
Need a defensible valuation for your business?
Share a few financials and we'll walk you through what a buyer would actually pay today, with context on how we got there.
Not legal, tax, or financial advice. For a specific recommendation, talk to a licensed advisor.
- Honest range, grounded in trade benchmarks
- Walk-through of each add-back and multiple
- Clear next steps if you decide to go to market