Skip to content
Synerger

Free tool · 8 minutes

Deal readiness score

Answer 21 questions about the business as it is today: financial records, legal and corporate housekeeping, tax, contracts and customers, people, IT and data, and how much the business depends on you. You get a score out of 100, the top five actions before going to market and an indicative timeline.

Free tool
An indicative answer, in about 8 minutes.
Works from
Only what you enter
Result
Indicative, straight away
Sign up
None needed

Send the result to an adviser if you want to talk it through

The tool

Synerger · Deal readiness score

Financial records20 of 100 pointsWhether the numbers can be relied on, and whether the profit is repeatable.

  1. Are the last three years of accounts audited, with no qualification from the auditor?Counts double

  2. Do you produce monthly management accounts within a few weeks of month end?

  3. Do your reported profits reconcile to GST returns and bank statements?

Tax15 of 100 pointsWhether past tax positions will become a cost, a holdback or an indemnity.

  1. Are income tax, GST and TDS filings up to date, with no unexplained notices or demands?Counts double

  2. Are related party transactions documented and priced the way an outsider would accept?

  3. Do you know how the sale will be taxed for you under a share sale and an asset sale?

Contracts and customers15 of 100 pointsWhether revenue will stay after the deal, and on what terms.

  1. Are your main customer and supplier contracts signed, current and in the company's name?Counts double

  2. Do you know which contracts can be ended or renegotiated on a change of control?

  3. Does any single customer bring in less than a quarter of revenue?

People10 of 100 pointsWhether the team stays and the employment records are in order.

  1. Do all employees have written contracts, with PF, ESI and gratuity paid and recorded?

  2. Would your senior managers stay through a sale, with roles and incentives agreed?Counts double

  3. Are open labour disputes, claims or inspections known and documented?

IT and data10 of 100 pointsWhether systems and personal data can be handed over without a gap.

  1. Do the company's systems and software licences belong to the company, with access not held by one person?

  2. Do you know where personal data on staff and customers is held, and who can see it?Counts double

  3. Could your records be exported from Tally or your ERP into a clean, organised data room?

Owner dependence15 of 100 pointsWhether the business runs without the founder in every decision.

  1. Do people in your team also hold the key customer and supplier relationships?Counts double

  2. Could the business run for a month without you making daily decisions?

  3. Are the main processes, pricing rules and supplier terms written down?

How it works

What is behind the result.

How the score works

Each area carries a share of the 100 points: financial records 20, legal and corporate 15, tax 15, contracts and customers 15, owner dependence 15, people 10, and IT and data 10. Inside an area, yes scores 2, partly 1, and no or not sure 0. Questions marked as counting double are the ones buyers weigh most.

What the bands and timeline mean

80 and above: ready to go to market. 60 to 79: nearly ready. 40 to 59: prepare first. Below 40: early stage. Fixes run side by side, so the slowest open item sets the preparation time; the later stages follow the typical lengths on how a deal runs.

What it cannot tell you

It works only from your answers and leaves out valuation and market conditions. Your CA, your lawyer and an adviser will look at the actual records.

Read next

Other tools

Next step

Tell us what you are planning. We will tell you how we would run it.

A thirty minute confidential call with an adviser. You leave with the steps, the documents you will need and where the risks usually sit.

Book a callAll tools