Two independent tools that give you a clear view of your transaction position: 1. the risks a buyer will find in due diligence, quantifying the impact on the price and probability of sale, and 2. the type of advisor your transaction requires. Neither requires you to book a call.
M&A Concierge offers two independent assessment tools for Australian business owners preparing for a sale. The Transaction Price & Probability Assessment measures the due diligence risk exposure of your business, identifying preparation gaps that a buyer will find and quantifying their impact on price and deal completion probability as percentages. Valuation does not equal price, and this is not a valuation tool. The Advisor Fit Assessment analyses your business characteristics, transaction objectives, and preferences to produce a profile of the advisor type your specific transaction requires, whether that is a broker or M&A advisor, specialist or generalist, boutique or mid-market, running a targeted or broad process. Both tools are available independently, with no obligation to proceed to an advisory call.
The M&A Concierge advisory call is where expert guidance begins. But there is significant value in understanding your position before that conversation, knowing what a buyer will see in your business, what your preparation gaps actually cost you, and what kind of advisor your transaction calls for. These tools exist to close that gap. Use them both independently, or use them as preparation before the advisory call to arrive better prepared.
Both tools have standalone value. Completing them does not commit you to any further engagement. The insight is yours regardless of what you decide to do next.
Neither tool requires you to identify your business by name. The assessment is based on your answers, not your identity. Confidentiality is maintained throughout.
Complete the assessment and your results appear immediately: a clear summary of your position, written to be read in minutes. A full report with item-level analysis is available to download if you want the detail.
This tool measures the due diligence risk exposure of your business as it stands today, before you engage an advisor, and before you go to market. It works across four assessment categories that cover every area a buyer and their advisors will examine in a transaction, calibrated to your specific industry from a taxonomy of 16 industries and 118 sub-industries across the Australian mid-market.
It produces two primary outputs: a price at risk percentage, being the proportion of your business value that preparation gaps could cost you through price renegotiation, deal structure concessions, or reduced buyer confidence, and a transaction probability percentage, which expresses as a percentage the likelihood of a successful transaction based on your current preparation across the four assessment categories.
This is not a valuation tool. It does not assess what your business is worth, project a sale price, or apply EBITDA multiples. Those are questions for an M&A advisor. This tool answers a different question: what will a buyer find when they look closely at your business, and what will it cost you?
If you provide an assessed business value, the tool converts the price at risk percentage into a dollar figure. If you do not have a value yet, the output is percentage-based, and the report will point you toward how to establish that figure.
Start your assessment →How your financials will hold up to buyer scrutiny: the quality, completeness, and presentation of your financial records, normalised earnings, tax affairs, and forward revenue visibility.
The degree to which your business can operate, retain customers, and deliver consistently without you: documented processes, systems transferability, customer concentration, and IP ownership.
Whether your leadership and key staff can sustain the business through a transition: management depth, key person dependency, retention risk, and employment agreement adequacy.
The legal and structural completeness of your business: litigation exposure, company structure, licences and registrations, lease arrangements, and data room preparation.
Not every business needs the same type of advisor. The distinction between a business broker and an M&A advisor, between a boutique specialist and a larger mid-market firm, and between a targeted confidential process and a broader go-to-market approach are decisions that materially affect both the probability of completing a transaction and the outcome it achieves.
This tool analyses your business's asset characteristics, your transaction objectives, your timeline preferences, and your deal structure flexibility to produce a profile of the advisor type your transaction requires. It identifies the appropriate advisor category based on your EBITDA range, preferred buyer type, and outreach strategy, and explains the process implications of each.
The output also includes education on fee structures. What success-only models, balanced retainer structures, and higher-retainer selective mandates actually mean for how your process will be run, and the open questions that most affect your advisor selection but are easy to avoid engaging with until you have the right context.
The tool surfaces and frames. It does not make a specific advisor recommendation: that requires the database, the relationships, and the advisory call. But it gives you a precise profile of what you should be looking for before you speak to anyone.
Start your assessment →Five sections of analysis, synthesised into a written summary of what to look for before you speak to anyone.
Each tool answers a distinct question. They can be used independently or in sequence. Neither replaces the advisory call, but both make it more valuable by ensuring you arrive with a clear baseline rather than starting from scratch.
"What will a buyer find in my business, and what will it cost me?"
"What type of advisor does my transaction call for?"
"Who specifically is the right advisor, and am I ready to go to market?"
The advisory call is where the specific recommendation is made. Advisors matched to your situation, introduced formally, with ongoing support through to engagement. The tools inform and prepare. The call decides and acts. Neither tool is a gate to the call; they are independent of it, and standalone value is the design intention.
Both tools are available now with no obligation. Use them independently, use them together, or use them as preparation before the advisory call.
Start an assessment →No business identification required · Confidential · No obligation