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Sell-ability
Business Sell-ability Score
A visual overview of your progress. Each filled square represents a completed item from the checklist below.
0 / 44
0%
💰
Revenue & Client Base
At least 70% of revenue is recurring (retainers, ongoing contracts)
Revenue has been consistent or growing for the past 12–24 months
No single client makes up more than 15–20% of revenue
Clients have contracts with clear scopes and termination terms
Client churn is low and LTV is tracked
Annual revenues of at least $2M
📊
Financial Health
Monthly and annual P&L statements are up-to-date and clean
Bookkeeping is managed professionally (in-house or outsourced)
Profit margin is 20% or higher
Business carries little or no debt
Owner’s compensation is clearly separated from operating expenses
⚙️
Operations & Systems
SOPs documented for all services: audits, reporting, link building, etc.
Onboarding and offboarding processes are standardized
Project management system is in place (e.g., ClickUp, Asana)
Client communication templates are available (e.g., email, reporting)
Performance dashboards are automated or semi-automated
👥
Team & Talent
Team members (internal or freelance) are trained and reliable
Roles and responsibilities are clearly defined
The team can operate without daily founder input
Key processes (SEO, content, link building) are not reliant on founder
Leadership, account management, or sales roles are filled or can be delegated
📈
Client Acquisition & Brand
There’s a documented and repeatable sales process
Website is professional and generates organic leads
Case studies and testimonials are published
Lead sources are diversified (inbound, outbound, referrals, etc.)
CRM is in place to manage prospects and deals
💡
Unique Value / IP
You have proprietary tools, frameworks, templates, or checklists
Deliverables are branded and high-quality
Differentiated service offering (e.g., niche focus, strategy-first)
Thought leadership (blog, YouTube, podcast, etc.) exists or is growing
⚖️
Legal & Administrative
All client agreements are signed and accessible
NDA and contractor agreements are in place
Business is legally registered with clean ownership
No active legal disputes or IP issues
Insurance (e.g., professional liability) is in place if requested
🏝️
Owner Independence
Daily operations do not depend on the founder
Sales and client relationships can be handed off
SOPs make the business transferrable
Owner is replaceable by a CEO or operator
Exit plan or transition strategy is thought out
🚀
Growth Potential
Clear opportunities to scale (new services, markets, upsells)
Underutilized marketing channels exist (e.g., paid ads, partnerships)
Additional monetization paths (white label, productized SEO) are viable
Agency is ready for bolt-on acquisition by a larger firm or rollup