Free 16-Question Assessment

How ready is your security company for a sale?

Answer 16 quick questions about your business and get a readiness score with the specific areas worth strengthening before you go to market. Takes about three minutes.

1. Recurring Revenue Strength

Our recurring monthly revenue (RMR) is strong and a core part of our business.

2. Revenue Quality & Documentation

Our revenue is well documented and easy for an outside party to verify.

3. Customer Concentration

No single customer represents an outsized share of our revenue.

4. Contract Terms & Attrition

Our customer contracts are current, transferable, and attrition is low.

5. Financial Cleanliness

Our books are clean, with personal and business expenses clearly separated.

6. Margin Health

Our margins are healthy and consistent compared to industry norms.

7. Founder Dependency

The business runs day to day without depending on me personally.

8. Leadership Depth

We have a capable leadership team or clear second-in-command.

9. Operational Systems & Reporting

We have reliable systems and reporting that give clear visibility into the business.

10. Sales Process Maturity

We have a repeatable sales process that does not rely solely on the owner.

11. Staffing Stability

Our technician and staff base is stable, trained, and not over-reliant on a few people.

12. Vendor Concentration

We are not overly dependent on a single vendor or supplier.

13. Licensing & Compliance

Our licensing, permits, and compliance records are current and well organized.

14. Diligence Documentation Readiness

We could assemble contracts, financials, and key documents for a buyer quickly.

15. Growth Trajectory

Our revenue and customer base have been growing steadily.

16. Succession & Transition Planning

We have a clear plan for ownership transition or succession.