Interactive Checklist

Exit Readiness Checklist

Is your startup truly ready for acquisition? Use this comprehensive 50-point checklist to prepare for due diligence and maximize your exit value.

Your Progress

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0 of 50 items completed

Financial

0 of 10 complete

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3+ years of audited financials

Clean, organized financial statements with no gaps

Monthly recurring revenue (MRR) documented

Clear tracking of MRR growth over 24+ months

Churn rate below 5% monthly

Low customer churn demonstrates product-market fit

Profit margins documented

Clear understanding of gross and net margins

Customer acquisition cost (CAC) calculated

Know how much it costs to acquire each customer

Lifetime value (LTV) calculated

Understand customer lifetime value

LTV/CAC ratio above 3:1

Healthy unit economics for sustainable growth

Revenue concentration under 20%

No single customer represents >20% of revenue

Clean cap table

Clear ownership structure, no disputes

Tax compliance up to date

All taxes filed and paid, no outstanding liabilities

Legal

0 of 8 complete

0%

Company properly incorporated

Legal entity structure is clean and compliant

All IP properly assigned to company

No founder or contractor owns key IP

Customer contracts standardized

Using template agreements, not custom deals

Terms of Service and Privacy Policy updated

Legally compliant and recently reviewed

No pending litigation

No lawsuits, disputes, or legal threats

Employment agreements signed

All employees have signed contracts

Founder vesting agreements in place

Clear vesting schedules prevent disputes

Data compliance (GDPR, CCPA)

Privacy regulations compliance documented

Technical

0 of 10 complete

0%

Clean, documented codebase

Code is readable, commented, and maintainable

Modern tech stack

No legacy systems that are hard to maintain

Automated deployment pipeline

CI/CD in place for reliable releases

Test coverage above 70%

Automated tests reduce technical risk

Security audit completed

Third-party security review in last 12 months

99%+ uptime documented

Reliable infrastructure with monitoring

Scalability proven

Can handle 10x growth without major changes

Technical documentation exists

Architecture diagrams, setup guides, runbooks

No critical dependencies on founders

System doesn't require founder to operate

Source code in version control

Complete Git history, no missing code

Team

0 of 8 complete

0%

Key person documentation

Roles and responsibilities clearly defined

Operational procedures documented

SOPs for critical business processes

Customer support process defined

Clear support workflow and SLAs

Sales process documented

Repeatable sales methodology

No key person risk

Business can operate without any single person

Employee retention above 80%

Low turnover indicates good culture

Org chart exists

Clear reporting structure

Transition plan drafted

Plan for founder handoff to new owner

Market

0 of 8 complete

0%

Product-market fit proven

Strong customer demand and retention

Competitive analysis documented

Know your competitive positioning

Customer personas defined

Clear understanding of target customers

Marketing channels identified

Know which channels drive growth

Brand assets organized

Logo files, brand guidelines, assets ready

Customer testimonials collected

Social proof from happy customers

Growth strategy documented

Clear plan for scaling the business

TAM/SAM/SOM calculated

Market size opportunity quantified

Documentation

0 of 6 complete

0%

Data room prepared

Virtual data room with all key documents

Executive summary written

1-2 page business overview for buyers

Pitch deck created

Investment-style deck explaining the business

Financial model built

3-5 year projections with assumptions

Customer list exported

Anonymized customer data ready to share

Contracts organized

All vendor and customer contracts in one place

Ready to Plan Your Exit?

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