Professional Tools

Exit Ready Toolbox

The same valuation models, checklists, and financial templates we use with our advisory clients. Built for business owners serious about maximizing their exit.

Featured Tool

Basic Break-Even Analysis

Calculate your break-even point in units and revenue, with scenario modeling to understand how pricing changes affect your profitability threshold.

What You Get
✓ Excel model, formulas unlocked
✓ Step-by-step documentation
✓ Scenario modeling built in
✓ One-year email support
Learn More

Valuations & Financial Modeling

Calculate what your business is worth and model your financial future. These tools help you build institutional-grade valuations, normalize earnings, project cash flows, and scenario-test deal structures with the same rigor buyers use.

📊
FREE

Basic Break-Even Analysis

Calculate your break-even point in units and revenue, with scenario modeling to understand how pricing changes affect your profitability threshold.

XLSX • basicFree →
📊
FREE

Cash Flow Projection Model

Institutional-grade 5-year cash flow projection model with integrated financial statements, sensitivity analysis, and scenario modeling.

XLSX • advancedFree →
Coming Soon
📊
FREE

Break-Even Analysis

Calculate your break-even point in units and revenue with visual charts and scenario modeling.

XLSX • basicFree →
Coming Soon
📊
PREMIUM

Comprehensive DCF Valuation

Comprehensive DCF valuation model with multiple scenarios, sensitivity analysis, and professional formatting for buyer presentations.

XLSX • advanced$497 →
Coming Soon
📊
FREE

Customer Concentration Analysis

Analyze revenue distribution across customers and identify concentration risks that concern buyers.

XLSX • basicFree →
Coming Soon
📊
MEMBERS ONLY

EBITDA Enhancement Tracker

Track and measure initiatives to improve EBITDA through cost reduction, revenue optimization, and operational improvements.

XLSX • intermediateLearn More →
Coming Soon
📊
PREMIUM

Financial Projection Model (3-5 Year)

Complete 3-statement financial model with income statement, balance sheet, and cash flow projections for exit preparation.

XLSX • advanced$397 →
Coming Soon
📊
FREE

Financial Ratio Template

Calculate and track key financial ratios that buyers and lenders use to evaluate your business.

XLSX • basicFree →
Coming Soon
📊
MEMBERS ONLY

Monthly Cash Flow Planner

13-week and 12-month rolling cash flow forecast to ensure liquidity through the exit process.

XLSX • basicLearn More →
Coming Soon
📊
FREE

P&L and Balance Sheet Templates

Clean, professional financial statement templates formatted for buyer presentations.

XLSX • basicFree →
Coming Soon
✅
MEMBERS ONLY

Quality of Earnings Worksheet

Structured worksheet to identify and document EBITDA adjustments, add-backs, and normalization items before due diligence.

XLSX • intermediateLearn More →
Coming Soon
📊
MEMBERS ONLY

Recurring Revenue Analyzer

Break down revenue by type, analyze retention rates, and calculate the recurring revenue premium for your business.

XLSX • intermediateLearn More →
Coming Soon
📊
FREE

Value Driver Impact Matrix

Visual framework showing which value drivers have the highest impact on your specific business valuation.

XLSX • basicFree →
Coming Soon
✅
FREE COMMUNITY

Value Gap Analysis Calculator

Compare your current estimated value to your target exit value and identify the gaps to close.

XLSX • basicLearn More →
Coming Soon
📊
MEMBERS ONLY

Working Capital Optimization

Analyze and optimize accounts receivable, inventory, and payables to minimize working capital requirements at close.

XLSX • intermediateLearn More →

Diagnostics & Assessments

Understand where you stand today and what needs to improve. These assessments reveal hidden risks, quantify dependencies, and benchmark your operational readiness against what buyers expect to see.

Coming Soon
📊
FREE

Customer Concentration Analysis

Analyze revenue distribution across customers and identify concentration risks that concern buyers.

XLSX • basicFree →
Coming Soon
✅
FREE COMMUNITY

Due Diligence Preparation Checklist

Comprehensive checklist of documents and information buyers will request during due diligence.

XLSX • basicLearn More →
Coming Soon
✅
FREE COMMUNITY

Exit Readiness Scorecard

Comprehensive self-assessment covering all dimensions of exit readiness with actionable improvement recommendations.

XLSX • basicLearn More →
Coming Soon
✅
FREE COMMUNITY

Management Bench Strength Assessment

Evaluate your leadership team depth, identify gaps, and plan for succession before going to market.

XLSX • basicLearn More →
Coming Soon
✅
FREE COMMUNITY

Owner Dependency Assessment

Identify and quantify owner dependencies that may concern buyers and reduce valuation multiples.

XLSX • basicLearn More →
Coming Soon
✅
MEMBERS ONLY

Quality of Earnings Worksheet

Structured worksheet to identify and document EBITDA adjustments, add-backs, and normalization items before due diligence.

XLSX • intermediateLearn More →

Planning & Tracking

Map your path from decision to close and stay on track. These frameworks break down complex processes into manageable milestones, helping you sequence preparation activities and monitor progress toward readiness.

📊
FREE

Cash Flow Projection Model

Institutional-grade 5-year cash flow projection model with integrated financial statements, sensitivity analysis, and scenario modeling.

XLSX • advancedFree →
Coming Soon
📄
PREMIUM

Deal Structure Scenario Modeler

Model different deal structures including earnouts, seller notes, equity rollovers, and their impact on net proceeds.

XLSX • advanced$347 →
Coming Soon
✅
FREE COMMUNITY

Due Diligence Preparation Checklist

Comprehensive checklist of documents and information buyers will request during due diligence.

XLSX • basicLearn More →
Coming Soon
📊
FREE

Earnout Calculator

Model earnout scenarios with probability weighting and NPV calculations to evaluate deal structures.

XLSX • intermediateFree →
Coming Soon
✅
FREE COMMUNITY

Exit Readiness Scorecard

Comprehensive self-assessment covering all dimensions of exit readiness with actionable improvement recommendations.

XLSX • basicLearn More →
Coming Soon
✅
FREE COMMUNITY

Exit Timeline Roadmap

18-24 month planning framework with milestones, dependencies, and task assignments for exit preparation.

XLSX • basicLearn More →
Coming Soon
📊
PREMIUM

Financial Projection Model (3-5 Year)

Complete 3-statement financial model with income statement, balance sheet, and cash flow projections for exit preparation.

XLSX • advanced$397 →
Coming Soon
📊
MEMBERS ONLY

Monthly Cash Flow Planner

13-week and 12-month rolling cash flow forecast to ensure liquidity through the exit process.

XLSX • basicLearn More →
Coming Soon
📊
FREE

Value Driver Impact Matrix

Visual framework showing which value drivers have the highest impact on your specific business valuation.

XLSX • basicFree →
Coming Soon
✅
FREE COMMUNITY

Value Gap Analysis Calculator

Compare your current estimated value to your target exit value and identify the gaps to close.

XLSX • basicLearn More →

Decision-making & Scenario-planning

Compare alternatives and make confident strategic choices. These frameworks help you evaluate trade-offs, compare deal structures side-by-side, and stress-test decisions that will shape your exit outcome.

Coming Soon
📄
PREMIUM

Deal Structure Scenario Modeler

Model different deal structures including earnouts, seller notes, equity rollovers, and their impact on net proceeds.

XLSX • advanced$347 →

Documents & Templates

Start with professional formats and adapt them to your situation. These templates give you the structure buyers expect—from confidentiality agreements to quality of earnings worksheets—ready to customize.

Coming Soon
📊
MEMBERS ONLY

EBITDA Enhancement Tracker

Track and measure initiatives to improve EBITDA through cost reduction, revenue optimization, and operational improvements.

XLSX • intermediateLearn More →
Coming Soon
✅
FREE COMMUNITY

Management Bench Strength Assessment

Evaluate your leadership team depth, identify gaps, and plan for succession before going to market.

XLSX • basicLearn More →
Coming Soon
📊
MEMBERS ONLY

Monthly Cash Flow Planner

13-week and 12-month rolling cash flow forecast to ensure liquidity through the exit process.

XLSX • basicLearn More →
Coming Soon
📊
MEMBERS ONLY

Working Capital Optimization

Analyze and optimize accounts receivable, inventory, and payables to minimize working capital requirements at close.

XLSX • intermediateLearn More →

Can't find the right tool? Search our Knowledge Base →

Need Help Choosing the Right Tools?

Book a free 30-minute consultation and we'll help you identify which tools match your exit timeline and goals.

Book Your Free Consultation