One-Page Lead Magnet
$499 Exit Readiness Snapshot
A fixed-scope, one-page seller-side read on the gaps that could slow diligence, weaken buyer confidence, or route you to the wrong next step.
No broker commission
No DSO placement fee
No buyer-side relationship
Educational/operator-side review
Safety boundary: No confidential valuation documents are required for this snapshot. Use basic practice facts only. This is educational/operator-side review and is not legal, tax, valuation, investment, brokerage, or financial advice.
What this produces
A one-page readiness read before you expose the practice to buyers.
The $499 snapshot is for owners who need to know whether the next move is cleanup, a valuation snapshot, a full exit strategy review, or DSO-offer triage.
Included in the one-page snapshot
Readiness gap map
The buyer-facing issues most likely to create diligence friction: books, owner dependence, hygiene, payer mix, lease, HR, and documentation.
Next-step routing
A practical recommendation: clean up first, request valuation snapshot, order full exit strategy review, or use DSOCompare if an offer is already live.
Advisor questions
The short list of questions to take to your CPA, attorney, broker, valuation advisor, or transaction advisor.
Best fit
- You are 0-36 months from a possible sale but are not ready to send tax returns, P&Ls, or confidential valuation files.
- You need a paid, focused review path between the free readiness score and the full $1,500 Exit Strategy Review.
- You want a seller-side triage artifact before a broker, DSO, associate buyer, or private buyer sees your numbers.
- You already have a live DSO offer or LOI? Use the DSOCompare offer-review lane instead.
How it works
- Submit basic practice facts. Start at the serious intake and share only non-confidential basics: timeline, state, locations, broad collections band, owner dependence, and main question.
- We route the case. If the facts indicate a live DSO offer, the page cross-links you to DSOCompare instead of forcing the wrong product.
- You receive a one-page snapshot. The output is a concise readiness map and recommended next step, not a formal valuation or legal/tax opinion.
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