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AI agent for cfos

Exit Readiness Agent

A monthly readiness score and gap list that shows when the company will be ready to sell

ReportingFinance
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Exit Readiness Agent: what goes in, what the agent does and what you get

What it does

Buyers expect clean financials, a clear legal structure, tidy tax filings and a stable operation. When the sale process starts, many gaps appear and take months to fix. This agent runs a rolling readiness review on each portfolio company starting 24 months before the planned exit. It uses a checklist covering financial reporting, such as audited statements and a monthly close in 10 days, legal items, such as contracts and ownership records, tax positions and operations, such as key customer contracts and management depth. It checks each item against the company's documents, flags gaps with owners and costs, and tracks fixes. Each month it rechecks and updates the score and the expected time to be sale ready. The partner approves the exit timeline. Edge case: a key contract has a change of control clause that needs consent, and the agent puts it on the critical path.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Monthly readiness review begins 2 USES A TOOL Load the checklist and last month's results 3 USES A TOOL Collect current documents from the data room andcompany 4 DOES Score each checklist item against the documents 5 DOES List gaps with owner, cost and expected time to fix 6 CHECKS THE RESULT Is every gap assigned and dated? If not: ask the deal lead to assign owners and setdates, then rescore. Back to step 4. 7 DOES Identify items on the critical path, such as consentclauses 8 DOES Compute the expected sale-ready date 9 CHECKS THE RESULT Is the ready date earlier than the target exit date? If not: propose accelerated fixes and recompute thedate. Back to step 4. 10 YOU APPROVE Partner approves the exit timeline 11 RESULT Readiness report issued
Read the steps as a list
  1. Monthly readiness review begins
  2. Load the checklist and last month's results
  3. Collect current documents from the data room and company
  4. Score each checklist item against the documents
  5. List gaps with owner, cost and expected time to fix
  6. Is every gap assigned and dated?If not: ask the deal lead to assign owners and set dates, then rescore. Back to step 4.
  7. Identify items on the critical path, such as consent clauses
  8. Compute the expected sale-ready date
  9. Is the ready date earlier than the target exit date?If not: propose accelerated fixes and recompute the date. Back to step 4.
  10. Partner approves the exit timelineThe agent waits here for your OK.
  11. Readiness report issued

How it decides

It scores each item as ready, in progress or gap based on documents seen, and it computes the likely ready date from the longest open fix.

  • Mark an item ready only when a document is seen
  • Place consent and audit items on the critical path
  • Review monthly, and every two weeks inside the last six months
  • Flag a gap with no owner after 10 days

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist items by industry
  • Review frequency (default monthly)
  • Planned exit date
  • Owner assignment rules

What keeps you in control

It always asks you first

  • Exit timeline
  • Any spending on fixes above the set limit

Hard limits

  • Never contacts customers or buyers
  • Marks scores as based on documents seen
  • Keeps findings inside the deal team

It stops when

  • Done: all items ready and timeline approved
  • Stop: company documents cannot be accessed

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensEighteen months before a planned sale, the agent scored 41 of 60 items ready. It found no audited statements for the latest year and an unconsented change of control clause in the largest customer contract. These put the ready date at month 21 against a month 18 target, so the check failed. It proposed starting the audit now and requesting consent in parallel. That gave month 17. The partner approved.

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