Transaction Ready Review
Our proprietary six-stage business review — built for founders and leaders thinking about what's next.
You may not be thinking about selling tomorrow — but the best-run businesses are always ready to. They're structured for maximum value, with clear systems, strong governance, and the kind of operational rigour that makes them attractive to buyers, investors, or partners.
The Transaction Ready Review is Rexi's structured six-stage assessment program. We identify what's working, what needs attention, and how to present your business in its best possible light.
It's a clear-eyed review — conducted with the rigour of a pre-sale due diligence process, without the pressure of an actual sale.
The six stages
Commercial position
How clearly defined is your market position? Where do you genuinely differentiate, and where are you exposed? What's your competitive advantage in the eyes of a buyer?
Growth system
What's driving revenue today, what's at risk, and where are the highest-leverage growth opportunities? Do you have a repeatable growth system or is growth ad hoc?
Operational health
Does the business run with consistency and discipline — or does execution rely on heroics? Are processes documented and scalable?
Team, capability & structure
How dependent is the business on you personally? Is the team structured to scale without you? Do you have the right people in the right roles?
Financial process
Are your financials clean, accurate, and audit-ready? Do you have the financial systems and processes that buyers expect to see in a well-run business?
Metrics that matter
Do you have the financial and operational visibility to make confident decisions — and to satisfy a sophisticated buyer? Are you tracking what actually matters?
What you get
A Transaction Ready Report covering:
Where a deeper engagement is warranted, the review feeds directly into a Value Creation Program — a structured plan to close gaps, build enterprise value, and ensure the business is genuinely transaction ready when the time comes.
What it's not
A full strategy engagement. A deep audit. A formal valuation. Or an open-ended process with no clear finish line.
The Transaction Ready Review has a defined scope, a defined timeline, and a defined output. You know what you're getting before we begin.
Typical engagement
Ready to find out if your business is transaction ready?
The Transaction Ready Review starts with a short briefing form — designed to give us a clear picture of your business before we speak. It takes around ten minutes to complete and ensures our first conversation is focused and valuable from the outset.