Exit Readiness Assessment for Founder-Led Businesses
Most business owners meet their company's problems for the first time in a buyer's data room.
A valuation tells you what the business might be worth. A broker tells you what it might sell for. Neither tells you what will surface in due diligence — where approximately half of all business sales fall apart.
Our Exit Readiness Assessment does. It is a 90-minute diagnostic with a senior operational advisor that reads your business the way an acquirer will: structure, compliance, workforce, systems, and revenue durability — with particular depth where cross-border operations are involved.
Book Your Diagnostic →What the assessment covers
The assessment runs on the Lumena Lens, our five-dimension framework, built across 20+ years of embedded operational work inside founder-led businesses. It examines the same territory buyers and their diligence teams examine.
Infrastructure
Entity structure, registrations, and whether the legal-operational footprint matches how the business actually runs — not how it operated at incorporation.
Compliance
Employment, tax, and regulatory exposure, including cross-border obligations owners routinely don't know they carry.
Workforce
Dependence on the founder and key people, documentation of roles, and the real cost of any single departure.
Systems & Processes
What runs on process versus what runs on memory, heroics, and the founder's phone.
Revenue Durability
Customer concentration, relationship ownership, and how much revenue is contractually and structurally yours.
Built for founder-led businesses preparing to exit
- Founder-led businesses ($1M–$5M+) planning a sale or capital raise in the next 12–24 months
- Owners who suspect their business is more dependent on them than the org chart admits
- Companies with US–LATAM operations where entity, payroll, and compliance structure will absolutely be examined
What you leave with
A direct read on your exposure
Where the business is exposed and how exposed — no softened language.
Executive Summary you keep
Findings structured the way diligence is structured, written for your data room.
Clear order of operations
What must be fixed first, what can wait, what is already sound.
Zero obligation
Execution is a separate decision, and it stays yours.
How this differs from a valuation or a broker's opinion
| Valuation Firm | Broker | Lumena Exit Readiness Assessment | |
|---|---|---|---|
| Answers | What is it worth? | What will it sell for? | What will diligence find — and what do I fix first? |
| Lens | Financial models | Market comps | Operational structure |
| Output | A number | A listing plan | A prioritized readiness roadmap |
| Timing | Often late | Often late | 12–24 months before you need it |
A number is only useful if the structure underneath it survives scrutiny. We make sure it does — or we tell you, months before a buyer would.
US–LATAM operations: where deals quietly reprice
If you operate or hire across Latin America and the Caribbean, diligence will examine what you may have never had documented: entity hygiene, contractor classifications, payroll registrations, benefit obligations, and IP assignment across borders.
Our teams are on the ground across 7+ LATAM markets, so this isn't theory for us — it's Tuesday.
One conversation. A complete read on where you stand.
Before you raise, scale, or sell — before an investor, acquirer, or auditor decides for you.
Book Your Diagnostic →