Exit Planning Toolbox

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Clean, professional financial statement templates formatted for buyer presentations.

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

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

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

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

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