Follow a Customized Roadmap for a Successful and Profitable Business Exit

You’ve built a successful business. Now, it’s time to ensure you get the best possible return when you sell.

Experienced Across 160+ Industries

How Can We Help?

Our services focus on increasing your business’s value by improving key levers and operations that attract serious buyers and improve overall value.

Full Business Valuation

We conduct a detailed audit of your business using market reports and industry benchmarks to give you an accurate, realistic valuation.

Profitability Improvement

We work with you to optimize operations, reduce acquisition risks, and increase margins to improve owner's cashflow — the buyer's key metric.

Value Enhancement Strategy

We identify the key levers that will boost your business’s value custom-tailored to your business with projections on the impact of each lever your exit value.

Growth Potential Analysis

We assess your business’s ability to grow and implement strategies that enhance its future potential, making it more attractive to buyers.

Who We Work With

Business Owners Looking to Sell In The Next 1-5 Years

We build a roadmap for a successful, profitable exit, and follow through on that roadmap with you with ongoing advisory and implementation support as needed based on internal resources and outside support.

Business Brokers Who Want to Prepare Their Clients to Sell

We work alongside brokers to improve the overall value of the business as you prepare to sell in the years ahead. We also leverage our background in marketing & sales to develop marketing materials such as listings and CIMs.

Our Exit Value Maximization Process

How we work together to prepare for and plan your exit.

Consultation & Discovery

Before a Formal Engagement Begins

To begin, we both need to understand where your business is today, where you want to take it, and when you want to exit. Then we can discuss how feasible it is to achieve an exit that you want to realize.

▸ Establish Ambitions and Expectations for Exit and Post-Exit
▸ Determine Most Probably Selling Price (MSPS) and Key Influential Factors
▸ Sign Engagement Agreement

Action Plan & Priorities

After a Formal Engagement is Signed

If we agree to move forward together, we will begin by outlining a detailed action plan and establishing priorities based on highest leverage, most feasible, and your exit timeline. This provides the foundation for where our attention will be focused.

▸ Create Action Plan
▸ Establish Roles & Responsibilities
▸ Define Milestones on a Timeline

Implement Improvements & Reassess

After Action Plan Agreed On

There will be projects that we work on for you and with you, or oversee that your team and you handle throughout this process. On a quarterly and annual basis, we will reassess the plans, as well as valuation and timeline to exit, and make adjustments and updates as needed.

▸ Quarterly Progress Reviews
▸ Quarterly Goal Creation
▸ Annual Valuation and Reassessment
▸ Decide on Continued Improvements or Begin Exit

Brokering Support (Optional)

Confidential Marketing & Sale of Business

When the time comes to sell your business, you might consider our brokerage services to help you. However, there is no obligation if you work with us on an exit advisory, that you also work with us on the brokerage side,

▸ Learn more about our brokerage services here.

Get a higher-than-average sale price:

Optimize your business for buyer priorities

Implement changes that increase profitability.

Increase your business' growth potential.

Prepare documentation for a clean sale.

Fee Structure Approaches

$ 2,000+

per month

In this approach, we will:

Meet monthly with owner(s) and/or leadership team
Co-create strategies and plans to improve value at exit
Quarterly "State of the Exit" valuation and review
Oversee execution of exit maximization plans and provide guidance as needed
Unlimited email access / calls (guidance only)
Access to our vetted network (financial service providers, automation consultants, etc.)

Ongoing

Advisory

$ 3,000+

custom priced

We can support indiviudal projects, such as:

Identifying of and guidance on growth plans to increase current and exit value
Operational upgrades and streamlining including technology audits and upgrades
Documentation of key processes to improve sellability of company and reduce owner reliance
Customer risk analysis to reduce concentration and diversify revenue
Building the "Data Room" to organize financial, legal and informative documents needed for sale

Ad Hoc

This is more than just a sale.

It’s about getting the reward you deserve for all your hard work.

Contact Details