EXIT PLANNING PLATFORM
3X Assessment
Business Owners Brokers Professionals
1X) Business
Complete questions about your Business to understand key strengths and opportunities, analysis, & receive a custom action plan vs benchmark data
2X) Financial Gaps
Complete this section to Learn exactly what your Financial Gaps are - & importantly what you can do to eliminate the Gaps & increase your business value / personal wealth
3X) Personal
Are you ready to exit? Or Keep Building your Business? Is Retirement Possible? or Not? What does my life after exit look like? Get a clear picture and prepare now.
Why We Start With 3X Assessment
Completing our 3X assessment & understanding your scores is critical. Don't skip it. By starting with our assessments, owners gain clarity on what drives value now, higher multiples at Exit, all the while growing your wealth & increasing your chances for a successful exit dramatically. Take it again in 8-12 months to see your progress.
Without a comprehensive view of where your business stands - owners risk making uninformed choices about company objectives, long-term sustainability, and importantly - Exit Planning. This is a big reason that ~70% of companies fail to exit. They simply aren't transferable. Or in other words, buyers don't want certain businesses, because they lack the right characteristics.
Think of our 3X assessment as your business & personal GPS, pinpointing your current position, providing key perspectives, then enabling you to chart a strategic course toward achieving your goals. Lacking this baseline makes it nearly impossible to prioritize resources, make correct decisions, or measure progress effectively.
For example, a business owner unaware of cash flow constraints might overinvest in marketing instead of addressing liquidity issues, leading to financial strain.
Similarly, without understanding personal motivations, such as whether you are ready to sell or not, and the why behind your decision to sell, could cause you to make decisions that ultimately cause you to miss out on a better life for yourself & your loved ones.