Take your EVOS™ survey here

First Name *

Last Name *

Organisation

Phone *

Email *

EVOS™ Survey

Greetings! I am delighted to introduce you to the Enterprise Variation Outcome Score, commonly referred to as EVOS™. This comprehensive analysis serves as a tool for evaluating your business's readiness for a potential sale and comparing it against your desired state.

At its core, EVOS™ facilitates a thorough examination of your business's current state of preparedness vis-à-vis your envisioned readiness for a sale event. It provides a structured framework for identifying areas of improvement and crafting a strategic action plan to propel your business forward.

Central to the EVOS™ analysis is the dual assessment of both your business's readiness and your personal preparedness as its leader. By evaluating these two dimensions, you gain a holistic understanding of the factors influencing your business's trajectory towards a successful liquidity event.

Conducting an EVOS™ analysis entails a process of evaluating your business's current state, and devising targeted initiatives in consultation to bridge the gap between the two. It is akin to charting a course towards your business's optimal state of sale readiness, with careful consideration given to both operational and leadership aspects.

In essence, embracing EVOS™ empowers you to navigate the complexities of business ownership with clarity and purpose. It serves as a guiding beacon on your journey towards achieving the full potential of your business.

So, lets enhance your business's readiness for a liquidity event. Your future prosperity awaits!

Business EVOS™

Please keep in mind that there are no right or wrong answers. We are only interested in your perspective. Please rate how complete your business documentation is for the following categories on a scale of 0 to 10, where; 0 is no documents are available - it will take me a few weeks to get it all together 10 is I can send the complete set off to you in the next minute or two

Business overview and pitch decks *

Corporate governance and Capital structure documentation *

Details on Directors, Officers, and Affiliates *

HR matters, including People structure, Employment contracts etc. *

Financial information, Management accounts, Business plans and Financial models *

Litigation matters, Legal compliance and IP related documentation *

Repository of material contracts *

Regulatory risk and compliance including POPIA compliance *

IT systems including Systems documentation *

Tax and Exchange control matters *

Competition and environmental analyses *

Products and services, Sales analysis, and related documentation *

Operational SOPs *

Personal EVOS™

We would like to better understand your mindset in relationship to your business.

Please rate each of the following statements as to whether they apply:

I am anxious about the sales process *

I am worried whether I will get a fair price. *

I am confident that this is the right decision. *

I feel guilty about giving up the family business. *

I am proud of what I have achieved in the business. *

I am not sure whether I am making the right decision. *

I am excited about my future. *

EVOS™ Results

Your Business EVOS™ index is:

If your score is GREATER than 60,

Your documentation is closer to complete than you most others. This implies there will potentially be a quicker turnaround in achieving your objective in a Due Diligence process.

If your score is LESS than 60

Your documentation is not as prepared for sale as it could be. It would suggest that your business may take longer than expected to sell and/or at a higher discount than most other businesses.

Your Personal EVOS™ index is:

If your score is GREATER than 66,

This implies that you are more prepared than most to let go. You have a greater clarity of thought for the gruelling process ahead.

If your score is LESS than 66,

It would suggest that you may not be ready for your liquidity event and may find it difficult to let go of your business. Difficulty in letting go my result in a dragged out process.

Your Overall EVOS™ index is:

If your score is GREATER than 60,

Congratulations!

Your business is better prepared than most for sale. Now speak to Exit Strategy and we can get you connected to Pinnacle Valuations for an independant valuation which is the next step in the process and if you have already done so, lets connect you with Signature brokers to help you in the rest of your process.

If your score is LESS than 60,

At Exit Strategy we assist businesses like yours in preparation for a liquidity event, which is a fancy way of saying we help you prepare and get you over the finish line!

Thank you for taking the EVOS™ Survey.

Please submit to receive a copy of your submission and scores