Your Exit Planning Resource Center

Exit Strategy, Planning, and Readiness 24 min read

The Founder's Favorite - How Informal Hierarchies Can Erode Exit Value

Informal power structures may signal transition risk to buyers. Learn how to identify hidden hierarchies and determine when formalization strengthens exit value.

Dec 26, 2025

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Business Operations 32 min read

Institutionalizing Sales - Building Scalable Processes Beyond the Founder

Transform founder-driven sales into repeatable scalable processes that reduce key person dependency and position your business for stronger buyer interest

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 25 min read

Your Secret Sauce Might Be More You Than You Think - Distinguishing Real Competitive Advantage from Founder Dependency

Learn to assess whether your business advantages are truly transferable assets or founder-dependent capabilities that affect exit outcomes

Dec 21, 2025

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Business Value Analysis 10 min read

The Retention ROI Calculator: When $300K in Agreements Actually Pays Off

Key employee risk creates a 2-15% valuation discount. Use this ROI framework to determine if retention agreements make financial sense—or if alternatives like earnouts deliver better returns.

Nov 20, 2025

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Risk Mitigation 11 min read

PE vs Strategic Buyers: Why Your Retention Strategy Must Flex for Both

Key person risk creates a 15-25% valuation discount, but PE and strategic buyers need different retention solutions. Learn how to preserve optionality for whichever buyer emerges.

Nov 20, 2025

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