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Buyer Readiness Check

What a buyer looks at before they name a number

Six questions. Nothing is sent anywhere and nothing is stored. This scores the things buyers price when they value a practice, so you can see which ones are working against you before somebody else does.

How much of your revenue is recurring and fee based?
If a client had a problem tomorrow, who would they call?
What share of revenue comes from your ten largest households?
Who else at the firm can run a client relationship start to finish?
Over the last three years, where has revenue gone apart from market movement?
How ready are the financials and the paperwork for somebody else to read?

Answer all six to see where you stand.

This is an educational readiness score and it isn’t a valuation, an appraisal, or an offer. Ritz Stevens is a d/b/a of RitzWerks and is not a registered investment adviser. Nothing here is investment, tax, or legal advice. See our Disclosures.

Talk Through Your Score

Bring the score this gave you, or bring the drag it named at the end. Twenty minutes, no pitch.

Talk to Ritz Stevens