The Dual Asset Exit Readiness Scorecard

Is your property readyfor what comes next?

For owners of medical, industrial, retail and aged care property in Australia. Forty questions, about eight minutes, and a clear picture of where your site stands first, then your business, then you.

Medical & Allied HealthIndustrial & ManufacturingRetail & AutomotiveAged Care & SDA
8Minutes
40Questions
3Readiness scores
Take the Free Exit Readiness Scorecard →

Currently available to property owners in Australia.

WithDavid G Fisher
46Years of construction experience
10Years of development
40Years of property ownership
Your score, three dimensions

Property first, then the business, then you.

01Property
First

Where the value is.

22 questions on valuation, structure, lease, planning and what your site could become.

  • Valuation, structure and lease
  • Planning and redevelopment potential
  • Footprint, funding and cost to rebuild
  • A buyer or JV partner for the site
02Business
Second

What a buyer would pay for.

9 questions on whether the business runs without you and can transfer.

  • Financials and add-backs
  • A second-in-command
  • Licences and accreditations that transfer
  • Funding or payer concentration
03Founder
Forward

You are the third asset.

9 questions on you: the capital you need, your family and your next chapter.

  • The capital number you need
  • Family alignment
  • Advisers who do both
  • Your next chapter
Beyond the sale

The exit is a transaction. What comes next is a life.

The hardest questions in the Scorecard are not about money. They are the ones most owners have never said out loud.

01

The Identity Shift

Identity

Who are you when you are no longer the CEO? After decades of being the decision-maker, the title disappears overnight. Owners who have thought this through exit on their terms. The rest drift, or quietly buy their way back in.

02

The Push vs. Pull Factor

Direction

You should not be pushed out of your business by burnout. The strongest exits are pulled, by a compelling vision of the next phase: family, giving back, travel, the things the business always postponed.

03

The Dual-Asset Advantage

Structure

Mentally separating the operating business, which you sell, from the commercial property, which you might keep for income. Two assets, two decisions, and far more options than a single sale price.

04

Letting Go of Control

Trust

A business that cannot survive without you is not sellable. It is a job with your name on the door. Preparing to trust the systems and team you have built is what turns your life’s work into a transferable asset.

How it works

Eight minutes. A clear picture.

1

Answer 40 questions

Yes or no, across the property, the business and you. Most owners finish in about eight minutes.

2

Get your score

Three readiness scores and an overall result, with a tailored report emailed to you as a PDF.

3

Talk it through, if you wish

A private results call with David or Josie is always available. The first call is confidential and there is no obligation.

Confidential · No obligation
Start with your score.

Eight minutes, forty questions, and a clear picture of where you are strong and where a buyer would discount. Your tailored report arrives by email.

General information only. Not financial, tax or legal advice. Available to property owners in Australia. Your answers are used to prepare your report; see our Privacy Policy.
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