1
Exit Goals & Readiness
- Discover your personal, financial, and operational objectives as a business owner seeking an exit.
- Find strategic alignment among shareholders and reduce friction in leadership.
2
Valuation & Industry Analysis
- Understand your company’s value and how it is determined.
- Learn about M&A transactions in your target market and how they might influence your deal.
- Set realistic price expectations and identify opportunities to enhance value with metrics like EBITDA multiples, revenue growth, market share, gross margins, customer lifetime value (CLV), and other industry-specific KPIs.
3
Team & Business Structure
- Prepare the business for a transition of leadership both operationally and financially.
- Balance leadership responsibilities to minimize ‘key-person risk,’ which can reduce exit value.
- Organize financial records, optimize operations, document processes, build a strong management team, and minimize legal risks.
4
Continuous Financial Benchmarking
- Regular performance benchmarks against historical performance and market peers, allowing owners to optimize operations.
- Periodic valuation updates help owners track changes in market conditions, providing a real-time sense of value creation and potential timing for a sale.
- Ongoing insights help owners create proactive strategy adjustments, address emerging risks, and prioritize high-impact initiatives.
5
Life After Exit
- Determine your future after the exit—whether that’s continuing responsibilities, like a gradual transition of leadership or maintaining a seat on the board.
- Reduce the complexity and risk of starting a new business initiative.
6
Commitment-Free Service
- Grow at your speed with flexible service agreements that include no long-term commitments.
- Find confidence in high-level valuations, initial exit-readiness assessments, and current market analysis without the pressure of a binding contract.
