Exit planning software for small businesses, built for the wealth managers, SBDCs, and advisors who serve them. For advisors · Free course for owners

Free Course Complete

Congratulations. You did the work.

You now have a practical foundation most business owners never build. Your next step: export your answers and book a 15-minute call with Kekama to talk through where you are and what comes next.

7

Lessons

30

Min

1

Template

Step 1: Export your answers

Send yourself a copy of everything you wrote. Bring it to your call with Kekama so you can go deeper without repeating yourself.

Your Seller Readiness Summary

Export your guided preparation

0/14

Downloads as a clean HTML file. Open in any browser, print to PDF, or share with your advisor.

7 lessons completed

Lesson 1: Introduction

Preparation is the single most important variable in a successful business sale.

Lesson 2: The Stakes

Unprepared sellers face real financial and emotional risks that can be avoided.

Lesson 3: Valuation Basics

Your business is valued on earnings, risk, and transferability, not just revenue.

Lesson 4: Timing Your Exit

The best time to sell depends on business performance, personal readiness, and market conditions.

Lesson 5: Advisors and Buyers

The right team makes the difference. Know who does what before you hire anyone.

Lesson 6: Legal and Diligence

Deal terms shape your real payout. Understand them before you sign anything.

Lesson 7: Readiness Check

Know where you stand today so you can close the gaps before going to market.

Your free template

Simple Document Checklist

A starter list of the core documents you need organized before any meaningful sale conversation.

Download

6 more templates unlocked with the Full Course

Detailed Document Checklist
Data Room Folder Template
CIM Example
Buyer Q&A Prep Sheet
Transition Planning Workbook
Business Story Framework
Unlock all 7 templates with the Full Course →

Your Next Step

Recommended next step
Kekama Tuiofu

Schedule a meeting with Kekama

Free - 15 minutes - Confidential

Now that you have the foundation, let us talk through your specific situation. A real conversation, not a sales pitch. Export your answers first so we can go deeper faster.

Book Your 15-Minute Call

Mon, Wed, Fri mornings AK time

Or: take the Full Course

13 modules, 3 hours, and 7 professional templates. Go deeper on your own first before the call.

$99$1,500+ value
Enroll

Readiness Assessment

Soon

Scored readiness report across financials, legal, and operations.

← Back to course overview