Your Exit Planning Resource Center

Exit Strategy, Planning, and Readiness 22 min read

The Concentration Discount - Why Buyers Devalue Revenue Concentration

Learn how customer concentration triggers valuation discounts in M&A deals and discover strategies to diversify revenue before your exit

Dec 25, 2025

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Financial Planning and Considerations 20 min read

Cross-Sell Penetration for Recurring-Revenue Businesses - Your Hidden Revenue Quality Indicator

Learn how cross-sell penetration metrics reveal customer relationship depth and revenue quality that buyers use to evaluate acquisition targets

Dec 24, 2025

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Exit Strategy, Planning, and Readiness 23 min read

The Customer Who Only Talks to You - Why Founder-Dependent Relationships Threaten Deals

Learn how to convert founder-dependent customer relationships into institutional ones before exit to protect deal value and ensure successful transactions

Dec 22, 2025

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Exit Strategy, Planning, and Readiness 24 min read

Customer Calls During Due Diligence - What Buyers Really Ask Your Key Accounts

Learn what buyers probe for during customer reference calls and how to prepare key accounts without coaching scripted responses that damage credibility

Dec 21, 2025

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