SaaS Exit Readiness Checklist

Financial Readiness
- Monthly P&L and cash flow statements are up to date.
- MRR, ARR, churn, and retention trends are documented.
- Revenue concentration risk is measured by top customers.

Customer and Revenue Quality
- Customer contracts/terms are accessible and consistent.
- Churn reasons are tracked and categorized.
- Support quality and response times are stable.

Product and Technical Readiness
- Core architecture and infrastructure are documented.
- Deployment and rollback processes are clear.
- Security basics (access control, backups, incident handling) are in place.

Operational Readiness
- Critical workflows are documented (support, billing, onboarding).
- Key dependencies (people, vendors, APIs) are listed with risks.
- Analytics and KPI dashboards can be shared with buyers.

Legal and Compliance
- Company documents and ownership structure are clean.
- IP ownership for code and assets is clear.
- Privacy policy, terms, and compliance obligations are up to date.

Founder Dependency
- Day-to-day operations can run without founder intervention.
- Repetitive founder tasks are delegated or documented.
- Buyer handover notes are prepared.

Final Score (0-5 for each area)
- Financial:
- Customer:
- Product/Technical:
- Operations:
- Legal/Compliance:
- Founder Dependency:

Priority actions before starting sale conversations:
1.
2.
3.