Module 3 · Growth & Exit Roundtable™

Protect the value you've already built.

The NorthStar Risk and Readiness Workbook walks you through a structured assessment of your business — your Intangible Capitals, your exit triggers, your KPIs, and your risk priorities — and produces a professional advisory report you can share with your team.

Risk & Readiness Report
Sample
Intangible Capital Score
6.4 / 10
Disruption Risk
Medium
Top Risk
Owner Dependence
Recommended Action
Document 3 Core SOPs

Why This Matters

One Assessment. A Complete Picture of Your Business Risk.

Most owners don't know where their business is exposed until a buyer finds it during due diligence. This workbook finds it first.

Section One: Intangible Capitals

Assess the human, structural, customer, and social foundations that drive 80% of your business value.

Section Two: Exit Triggers & Disruption

Identify the 5 D's and disruption threats that could force an unwanted exit.

Section Three: Risk Prioritization

Rank every risk by likelihood and consequence and build a sequenced action plan.

Deliverables

What you'll leave with

After completing this assessment you will receive:

Intangible Capital Health Score
Disruption Risk Report
KPI Benchmarking Summary
Risk Prioritization Matrix
Vulnerability Scan Results
Personalized Advisory Report (PDF)

A few minutes of honest reflection for a lifetime of clarity.

  • Set aside 30–45 minutes.

    You can pause and return anytime — everything is saved automatically.

  • Have your Module 3 workbook nearby.

    Notes from the roundtable session will help you move faster.

  • Choose a quiet environment.

    This is a strategic conversation with yourself. Give it the space it deserves.

Ready when you are.

A better business to own today is a more valuable business tomorrow.

Auto-saves to your account. Progress never lost.

Educational Disclaimer · This application is provided by NorthStar Value Group for educational purposes only. It does not provide legal, tax, accounting, investment, financial planning, valuation, or merger and acquisition advice. Participants should consult qualified professional advisors before making important financial or legal decisions.