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Is Your Company Transaction-Ready?

Whether you’re considering a capital raise, recap, or sale in the next 6–24 months, preparation is everything. We’ve created a simple 3-Step Transaction Readiness Assessment to help founders and CEOs quickly gauge where they stand.

3 Simple Steps to Determine Your Transaction Readiness ->

Fill Our Our Quick Getting Started Form

We ask you to complete a short Transaction Readiness Input Form.

(about 10 quick questions)

Assessment Begins

Once you submit the form, our team will review your answers.

If we have any follow-up questions, we’ll reach out to make sure we’ve got the full picture.

Get Report

Within a few days to a week (depending on your company’s size and goals), we’ll send you a personalized report.

We can also set up a quick meeting to walk through the highlights together.

Get Started

Company Inputs

Complete the below form in just a few minutes so we can provide a quick outlook on your transaction readiness.

All information shared within this form will be treated as confidential by Westlake Securities.

Disclaimer: We understand that you’ve filled out the above to the best of your knowledge and that some of the information provided may not be 100% accurate. By submitting your information, we will save and store it for our internal team to reference. Your information will not be shared with outside parties. Additionally, no information you have provided will lock you into something. 

Questions? Contact [email protected]