Nationwide · private sale-prep quiz

Exit readiness quiz — mapped to Sale Prep Score

Answer eight plain-English questions about financials, sale docs, and owner readiness. Get a private preview score, then continue to a free planning range or open Sale Prep Score on your dashboard checklist.

Start the quizSkip to free planning range

Free to start. No credit card. Your business is not listed unless you choose to publish later.

What this quiz is

  • A private self-check — answers stay in your browser on this page.
  • Aligned with Sale Prep Score themes used in your DealPilot dashboard checklist.
  • Soft next steps only: free estimate, optional documented report, no brokerage theater.
  • No fake close rates, buyer pools, or marketplace inventory claims.

Three Sale Prep Score themes

The quiz is short on purpose. Each answer maps to the same financials, docs, and readiness buckets DealPilot tracks after you create a private workspace.

Financials

P&L (TTM), add-backs, tax returns, and customer concentration — the books buyers ask for first.

Sale docs

Lease notes, teaser / CIM drafts, NDA template, and data-room folders so diligence does not start from scratch.

Owner readiness

Key-employee coverage and owner-handoff reality — how much of the business still depends on you.

Take the exit readiness quiz

About two minutes. Results include a soft CTA for a free estimate and a tease of Sale Prep Score on your dashboard — nothing is published from this page.

Question 1 of 8

Financials

How review-ready are your trailing twelve-month P&L and recent tax returns?

Sale Prep Score tracks P&L (TTM) and tax returns as core financial checklist items.

Choose one answer

Sale Prep Score

Full checklist lives on your dashboard

After you start a free planning range, Sale Prep Score turns financials and prep docs into a private 0–100 have/missing checklist. Prepare at your own pace — DealPilot is sale-preparation software, not a public buyer marketplace.

Start free estimatePreview readiness checklist

Optional documented report

Soft next step — only if useful

After the free planning range, you can upgrade to a documented Valuation Report for owner-reviewed detail. Pricing is flat and listed at checkout — not a percentage of sale price, and not a brokerage engagement.

Have a promo code? Enter TRACTION129 at checkout when offered to bring the founding Valuation Report price to $129.

See pricing details

Frequently Asked Questions

Exit readiness and Sale Prep Score questions owners ask before sharing confidential details.

What is the exit readiness quiz?
A short, private self-check that maps to DealPilot’s Sale Prep Score themes: financials, sale docs, and owner readiness. It is an informational planning tool — not a certified appraisal, brokerage pitch, or public listing.
How does this relate to Sale Prep Score on the dashboard?
Sale Prep Score is the fuller 0–100 checklist inside your private DealPilot workspace (P&L, add-backs, tax returns, teaser, CIM sections, NDA, data-room folders, and more). This quiz gives a quick public preview of those same themes before you sign in.
Will taking the quiz list my business or show it to buyers?
No. The quiz stays on this page in your browser. DealPilot does not publish your company, invent buyer pools, or claim marketplace inventory. You decide if and when to start a free planning range or share anything confidential.
What should I do after I see my quiz result?
Most owners start a free private planning range, then use Sale Prep Score on the dashboard to track have/missing items. If you later want a documented Valuation Report, founding pricing is listed at checkout — and promo code TRACTION129 can be entered when offered.
Is this the same as hiring a broker?
No. DealPilot is owner-led sale-preparation software. It does not replace brokerage, legal, or tax advice, and it does not charge a success fee as a broker would. Use it to prepare privately, then choose DIY, broker help, or more prep time.
How do I value a small business without hiring a broker first?
Start with a private planning range based on revenue, owner take-home profit (often called SDE — Seller's Discretionary Earnings), industry context, and owner involvement. DealPilot walks you through those inputs so you can see a planning range and the assumptions behind it before you share sensitive details or hire outside help.
Is a free business value estimate the same as a certified appraisal?
No. A DealPilot planning range is an informational owner tool — not a certified appraisal, formal valuation opinion, or guarantee of sale price. Use it to organize numbers and readiness notes. Bring in a qualified appraiser, CPA, or attorney when you need formal opinions for financing, tax, or legal decisions.
Can I sell my business without a broker using DealPilot?
Many owners prepare privately first, then decide whether to sell themselves, hire a broker later, or pause. DealPilot is owner-led software for planning ranges, readiness work, and review-ready materials. It does not replace brokerage, legal, or tax advice, and it does not promise buyer pools or marketplace inventory.
What information do I need to start a private planning range?
Rough annual sales and yearly take-home profit are enough to start. Tax returns, add-backs, customer mix, and how much the business depends on you make the range more useful later. You can refine inputs over time without publishing anything.
Will my business stay private while I use DealPilot?
Yes. Your planning work stays in a private workspace by default. Nothing about your company name, financials, or sale intent goes public unless you choose a specific share or publish step.
How is DealPilot different from listing my business on a public marketplace?
Public listing sites focus on exposure. DealPilot focuses on preparation first: a private planning range, readiness gaps, and organized seller materials. You decide if and when to share with anyone. DealPilot does not invent buyer demand or promise listing liquidity.
What does Seller's Discretionary Earnings (SDE) mean?
SDE is a common small-business profit measure: roughly the yearly cash benefit to one full-time owner-operator after adding back owner salary, personal expenses run through the business, and one-time costs. Buyers often apply an industry multiple to SDE when forming an offer range.
How long does it take to prepare a small business for sale?
Timelines vary by industry, bookkeeping quality, and how owner-dependent the business is. Many owners spend weeks to months cleaning financials, documenting processes, and reducing key-person risk before a serious process. A private planning range helps you see which prep steps matter most for your situation.
Do I need perfect financials before I start?
No. Start with the best numbers you have, then tighten them. Cleaner P&Ls, tax returns, and documented add-backs usually improve buyer confidence later. DealPilot helps you see readiness gaps early so you are not learning them under diligence pressure.
What does DealPilot cost after the free planning range?
The initial planning range is free to start. Optional paid tools include a documented planning report, a seller launch kit, and a monthly deal room when you are actively managing a process. Pricing is flat and listed on the pricing page — not a percentage of sale price. If you have a promo code such as TRACTION129, you can enter it at checkout when offered.

Turn quiz insights into a private planning range

DealPilot keeps your company name, financials, and sale intent private by default. No invented buyer pools or marketplace inventory — just owner-led prep software and a clear path to Sale Prep Score on your dashboard.

Start my free planning range