Financial Transferability: Money at the Exit Phase
A zone of Start to Exit: The Bizer Blueprint, where Money meets the Exit phase.
Financial Transferability is the top of the Money pillar. The question is no longer whether you understand your books, but whether a stranger could. This is what a lender or a buyer actually checks.
What it takes
- Maintain clean three-statement financials: profit and loss, balance sheet, cash flow.
- Keep three or more years of records, with owner adjustments normalized.
- Prepare a due-diligence document set.
- Obtain a real business valuation.
What it is worth
Twenty-five points toward the Exit band, and the hardest Money points to fake, because they are witnessed. A tidy tax-prep checklist keeps the paper ready. Read the whole column in the Money pillar.
