The Fractional CFO

Exit Readiness Assessment

Know exactly where you stand before you put your company on the market. EBITDA normalisation, quality of earnings, due diligence gaps, valuation range, and a prioritised 90-day cleanup plan.

Anthropic API Key

Required to generate your report. Your key runs the assessment in your browser and is never stored on our servers. How we handle your data →

⚠ Confidential data: inputs are sent to Anthropic (Claude) on your key to generate the report. Don't enter data restricted by NDA, MNPI, or regulation unless your organisation's policy permits it.

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License Key

Your Mulkern AI license key (MAS-XXXX-XXXX-XXXX). Required to generate.

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Choose Your Model

Claude Sonnet 5

claude-sonnet-5

~$0.25–0.40 per assessment · Recommended

Near-flagship quality at mid-tier cost. Best value for most CFO work.

Claude Opus 4.8

claude-opus-4-8

~$1.50–2.50 per assessment · Most thorough

Flagship reasoning. Best for complex situations or board-level deliverables.

You pay Anthropic directly at their API rates. These are estimates based on a full 10-section assessment.

Business Overview

Company name *

Industry / sector *

Years in business

Number of employees

Location (state / country)

Financial Data — Last Full Fiscal Year

Total revenue ($) *

Reported EBITDA ($)

As stated in your financials, before any add-backs.

Gross profit margin (%)

Prior year revenue ($)

Year before that ($)

Total debt / liabilities ($)

Annual owner salary / compensation ($)

EBITDA Add-Backs

List each item you'd add back to arrive at normalised EBITDA — owner salary above market rate, personal expenses through the business, one-time costs, related-party transactions, etc. Enter the description and dollar amount for each.

Top Customer Breakdown

Enter your top customers by revenue. You can use pseudonyms if needed (e.g. "Customer A"). Buyer due diligence will focus heavily on concentration.

Customer name / ID

Annual revenue ($)

Years as customer

Revenue Quality

Recurring revenue (%)

What % of revenue comes from contracts, subscriptions, or repeat orders?

Customers under written contract

Operations & Management

Owner involvement in day-to-day

Management team strength

Documented SOPs / processes?

Key employee agreements?

Legal, IP & Compliance

Outstanding litigation?

IP / intangibles ownership

Tax compliance

Financial statements quality

Exit Intent

Target exit timeline

Preferred exit type

Valuation expectations

What multiple or dollar amount are you hoping to achieve? Any prior valuations or offers?

Known issues or concerns to address

Be honest — a buyer's due diligence team will find everything. Better to know now and fix it first.

Typically 90–120 seconds · Uses your Anthropic API key · Your data never stored

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The Fractional CFO — Exit Readiness Assessment

Exit Readiness Report Demo

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QC Checklist

This assessment is generated by AI based solely on the inputs provided. It is not a formal valuation, quality of earnings report, or legal/financial advice. Engage qualified M&A advisors, CPAs, and attorneys before entering any transaction.