Personally Invested In Your Future™

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The Buyout Barometer® – Sample Report


Your aggregate score was 49%. That is the average of all three individual assessment scores detailed in this report.

We assessed your company’s current attractiveness to potential buyers and/or internal successors as well as your personal readiness for either a planned or unplanned exit of the business. The assessment consisted of your responses to a series of questions in three key areas:

  1. Asset Base (Maximizing Value)
  2. Lifestyle & Legacy (Preparing for Transition)
  3. Portfolio Allocation (Investment & Tax Considerations)

Focusing on these three components can help you determine whether you are prepared to sell your business and confidently pursue a successful transition into retirement.

The following analysis provides an overview of each of the individual assessment scores and recommendations to help increase scores going forward.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.