We appreciate your commitment to undertaking an Exit Readiness Assessment (ERA) with Red Swan Partners (RSP). This assessment is a critical step in understanding the current state of your business in preparation for a potential exit or transition. Your responses to the following questionnaire will provide valuable insights that will guide our collaborative efforts to enhance your exit readiness.
Guidance for Completing the ERA Questionnaire:
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Please provide accurate and candid responses to the questions. The more transparent and honest you are, the more effectively we can tailor our recommendations to your unique situation.
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While we will be discussing future plans, this assessment primarily focuses on your current business operations and strategies. Share insights based on your current status, even if future changes are being considered.
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If any question is unclear or requires additional context, please feel free to reach out to us for clarification. Our goal is to ensure that your responses accurately reflect your business.
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In some sections, we may request supporting documents or financial information. These documents will help us gain a more comprehensive understanding of your business. Please be prepared to share relevant files as needed.
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We kindly request that you complete this questionnaire within 1 week from receiving this document. Timely completion will allow us to initiate the next steps in the ERA process efficiently.
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Your responses and the information you provide will be treated with the utmost confidentiality. RSP is committed to protecting your sensitive business data.
