KEX

Keystone Exit Readiness Index

Built on private equity experience scaling portfolio companies from approximately $50M to $500M and beyond. The numbers have to hold up to institutional due diligence.

The KEX Index measures how prepared the business is for a transition, sale, or recapitalization.

How ready are you for a transition?

Exit readiness is not a deck. It is a business that can survive institutional scrutiny. The KEX Index synthesizes the other four scores against institutional buyer standards: documentation, reporting maturity, transferability, and the defensibility of earnings. Readiness is a 12 to 36 month project, not a final quarter scramble.

How it is scored

Diligence Readiness
Clean financials, documented policies, no surprises
Earnings Defensibility
Are reported profits legitimate and sustainable?
Transferability
Can the business continue performing under new ownership?
Transaction Packaging
Models, plans, and records a lender and buyer require
Timing & Structure
When to go to market and how to structure the deal

Exit readiness is the synthesis of every other index. Every dimension maps to something a buyer will test.

How this index fits the assessment

The KEX is one of five proprietary scores inside the Keystone Value Creation Assessment™. Every recommendation ties back to improving one or more of them.

Related services

Start with where you actually stand.

The Keystone Value Creation Assessment audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.

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