How Will a Buyer See Your Business? Find Out Now.

Use the 54 Value Factors to identify your strengths, surface your risks, and prepare for a future transition—on your terms.

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Before a triggering event—sale, succession, or recapitalization—the smartest owners ask a powerful question:

“If I were buying this business, what would I want to see?”

The 54 Value Factors is a professional-grade evaluation tool based on decades of real-world M&A experience. It includes six categories of buyer-focused criteria—ranging from personal readiness to business operations, legal structure, financials, and market conditions.

Use it to rate your company like a buyer would, spot value gaps early, and build your strategy with confidence.

What You’ll Learn:

The guide will help you assess your business across these six buyer-aligned categories:

  1. Personal Factors – Owner motivation, deal flexibility, family alignment
  2. Business Operations – Team depth, systems, customer concentration
  3. Industry & Market Position – Competitive dynamics and future outlook
  4. Legal & Regulatory – Corporate structure, compliance, litigation risk
  5. Financial Health – Margins, receivables, capital investment, scalability
  6. M&A Market Conditions – Current economic and acquisition trends

You’ll walk away with a self-assessed readiness score and clear next steps to increase your company’s value—before a buyer ever takes a look.

Who It’s For:

This tool is ideal for:

  • Business owners 1–10 years from an exit
  • Companies planning a future sale, merger, or capital event
  • EOS-run businesses looking to future-proof their Value Builder Score
  • CEPA advisors guiding clients through pre-triggering event planning

📈 Why It Matters:

Sophisticated buyers look at far more than revenue.

They assess risk, structure, systems, and leadership—and so should you. This tool gives you their lens, so you can take control and increase value before they show up.

Download the 54 Value Factors Self-Assessment
 

Evaluate your business like a buyer would—before the market does.

“The best time to prepare was yesterday. The second-best time is today.”
—Exit Planning Institute

Trust & Privacy Note

We respect your privacy. Your information will never be shared, sold, or spammed. This is a confidential resource created for serious business owners only.