Strategic exit planning services designed to identify risks, accelerate value, and optimize your business sale.
A systematic approach to preparing your business for sale, combining deep due diligence, strategic planning, and guided execution over 12-18 months.
Average value left on the table by unprepared sellers
Months to systematically maximize enterprise value
Annual revenue range for optimal engagement
The foundation of every successful exit strategy
Our comprehensive diagnostic reveals the hidden risks that buyers will exploit, the operational weaknesses silently destroying value, and the strategic opportunities you're missing to maximize your sale price.
Quality of earnings, EBITDA adjustments, working capital, and financial statement integrity
Systems documentation, process efficiency, key person dependencies, and scalability
Concentration risk, retention rates, contract strength, and revenue predictability
Competitive advantages, growth trajectory, industry trends, and buyer appeal
Contracts, IP protection, regulatory compliance, and litigation exposure
Depth of leadership, succession planning, and organizational structure
A comprehensive report with prioritized findings, quantified risks, valuation impact estimates, and a roadmap for addressing each issue before going to market.
12-18 month guided transformation to exit-ready status
Following the Presale Readiness Assessment, we guide you through a structured program to systematically fix weaknesses, build transferable value, and position your business for a premium exit.
Specialized support for specific exit planning needs
Strategic guidance during active sale process, including LOI review, due diligence support, and negotiation strategy.
Deep dive into financial performance to maximize EBITDA and demonstrate quality of earnings to potential buyers.
Guidance through the critical period between letter of intent and closing to minimize deal risk and manage buyer demands.
Focused consulting on specific exit planning challenges, available for one-time engagements or ongoing advisory.
A transparent, collaborative engagement process designed around your needs
Complimentary 45-minute consultation to understand your business, goals, timeline, and specific challenges.
Custom scope of work, clear pricing, and engagement terms tailored to your specific situation and objectives.
Deep dive into your business with document review, stakeholder interviews, and comprehensive analysis.
Prioritized roadmap with specific initiatives, milestones, and success metrics aligned with your exit timeline.
Monthly sessions, ongoing support, and accountability to ensure consistent progress toward exit readiness.
Schedule a complimentary discovery call to discuss your exit timeline, current challenges, and how we can help you maximize your sale proceeds.