Enter client details. This information appears on the cover page and throughout all seven deliverables.
R Phase — Rate
Eight Value Driver Scores
Score each driver 1–10 from Session 1. No score above 6 without specific evidence. These scores power the Options Report™ and Sellability Scorecard (R deliverable).
1–3 Priority Gap
4–6 Developing
7–10 Strong
R Phase — Sellability Scorecard
Sellability Score
Score the 8 transaction-specific dimensions. Together with the Options Score, this forms the dual scorecard in the R deliverable.
Eight Sellability Dimensions
Sellability Score
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out of 100
R Phase — Options Landscape
Exit Path Viability
Assess all six exit paths. Designate viability and add a note. Make a clear recommendation — not a menu.
G Phase — Wealth Readiness
Due Diligence Readiness
Assess the 12 due diligence categories based on documents the client provided between sessions. This feeds into the G Phase (Wealth Readiness Audit) deliverable.
R Phase — Value Analysis
Value Range
Calculate the planning range. Appears in the R deliverable. Review the Valuation Language Guide before completing.
Value Range Calculator
Planning Range
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Planning purposes only. Not a formal appraisal.
Between Sessions — Document Request
Per the session script: before ending Session 1, document exactly what you need from the client for Sessions A–Y. Send a follow-up email confirming this list within 2 hours.
G
Phase 1 of 7
Ground
Deliverable: Wealth Readiness Audit
Document the findings from the Wealth Readiness phase — the client's financial foundation, entity structure, personal wealth position, and readiness baseline.
Wealth Gap — Planning Bridge
Estimated net proceeds pull from the Value Range entered in Section 6. Complete that section first.
Years of Income Covered
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A simplified planning bridge for discussion purposes only. Not financial, retirement, tax, or investment advice.
Write the narrative that accompanies the scores entered in Sections 2–5. The scores auto-populate in the report — this section captures the advisor's written assessment.
A
Phase 3 of 7
Architect
Deliverable: Business Architecture Plan
Build the Business Architecture Plan — the operational blueprint for a business that can run, grow, and transfer without the owner.
Advisor Guidance — Business Architecture Plan
This deliverable answers one question for a buyer: can this business survive without the owner? Every finding should be specific and evidence-based — not general. Name the gaps, name the people, name what is missing by role.
Guiding questions: Who runs this business if the owner disappears tomorrow? What lives only in the owner's head? What would a buyer's operations team find undocumented? What client relationships are personal vs. institutional?
V
Phase 4 of 7
Value
Deliverable: Annual Tax Strategy Plan
Build the Annual Tax Strategy Plan. Present the strategy — refer implementation to a qualified CPA. Note any referral recommendations explicitly.
Advisor Guidance — Annual Tax Strategy Plan
You are the strategist, not the preparer. Your role is to identify what opportunities exist and flag what the client should discuss with a CPA. Never promise specific tax outcomes — present the landscape and make the referral explicit.
Guiding questions: Is their current entity structure optimal for their exit timeline? Are they treating the business as a job (W-2 focus) when they should be building equity? What exit tax structure applies — asset sale vs. stock sale? Are there timing opportunities before the transaction?
I
Phase 5 of 7
Ignite
Deliverable: Scale Strategy Plan
Build the Scale Strategy Plan — the specific moves that increase business value before the exit. These are growth and value-building strategies, not general business advice.
Advisor Guidance — Scale Strategy Plan
Every move must connect to a specific value driver improvement. "Grow revenue" is not a move. "Add a recurring retainer tier for your top 20 clients, targeting $X in new MRR within 90 days" is a move. Connect each action to a driver score and explain how it moves the Sellability Score and the planning range.
Guiding questions: Which 1–2 driver improvements would have the most impact on the Value Range? What can this owner realistically execute before their target exit date? What would a strategic buyer pay a premium for that this business doesn't fully demonstrate yet?
T
Phase 6 of 7
Transfer
Deliverable: Exit Readiness Plan
Build the Exit Readiness Plan — the transaction preparation roadmap. This is the most operationally specific deliverable. Be direct about timeline and what must happen.
Advisor Guidance — Exit Readiness Plan
Be honest about the timeline — even if it's hard to hear. Per the session script: a client who understands the real timeline can plan. A client who doesn't will be blindsided. Name what would kill a deal or create a significant discount — a sophisticated buyer will find it anyway.
Guiding questions: What would a buyer's attorney find in due diligence that the owner hasn't named? Which gaps are Deal Killers vs. negotiating points? What is the realistic timeline given scores, entity structure, and the target exit path? Who does this client need on their transaction team, and when?
Y
Phase 7 of 7
Your Legacy
Deliverable: Legacy Strategy Summary
Build the Legacy Strategy Summary — what the owner builds beyond the transaction. This is the human chapter that gives everything else meaning.
Advisor Guidance — Legacy Strategy Summary
This is the one phase most advisors skip. Don't. Per the session script: go slowly here. Ask one question — "What do you want to build after this?" — then listen. What you hear in this phase often reframes every financial decision above it.
Guiding questions: What does the owner want their life to look like in 5 years, not just financially? Who are the people this decision affects beyond the owner? What do they want to be remembered for — by their family, their employees, their community? Is there a philanthropic or giving intention that should be built into the transaction structure?
Closing
Next Steps & Closing
Select the recommended next engagement and write a closing note. At this investment level the most natural next step is the Strategic Advisory Retainer.