Services
Exit planning, valuations and preparation for buyers.
Six services that carry a private business from first assessment to final transition, combined and sequenced in the 24-Month Exit Blueprint.
Six services that solve one piece each.
Each service has a defined output. Run in sequence, the outputs stack into a business that can be examined, valued and sold.
01
Exit Planning
A written plan that connects your personal vision to a realistic exit timeline, with your exit options and trade-offs made explicit.
- Readiness assessment: business, personal and financial
- 24-Month Exit Blueprint roadmap
- Quarterly progress reviews
02
Business Valuations
An earnings-based enterprise value assessment: what the business is worth today, the size of your value gap, and which levers move the number.
- Baseline valuation and annual updates
- Market evidence and comparables
- Value gap analysis
03
Value Growth
Strengthen the intangible capital buyers pay for: your people, your customer relationships and the systems that run the business.
- KPI selection and tracking
- Owner dependence reduction
- Value-enhancement projects
04
Financial Readiness
Recast EBITDA, documented add-backs and reporting that hold up in due diligence, so buyers spend their time on value rather than clean-up.
- Recast financials and add-back documentation
- Pre-diligence review
- Monthly reporting cadence
05
Buyer Readiness
The story, the data room and the management depth that let a buyer get comfortable without leaning on you for answers.
- Confidential information memorandum inputs
- Data room structure
- Management depth review
06
Owner Transitions
Plan the handover, your role after the sale and your life after the business, so the company keeps operating once you step back.
- Handover timeline
- Key-person risk reduction
- Life-after-sale planning
Support that continues after the deal
Transition support covers the handover, your role after the transaction and the personal and financial decisions that follow. Our work is guided by your goals, not a guaranteed outcome.
Begin with a 30-minute, $99 discovery session to review your options and decide whether the advisory approach fits your situation.
The services are sequenced, not sold separately.
Valuation sets the baseline. Financial readiness makes the baseline defensible. Operations raise it. Buyer preparation packages it. Transition protects it through completion.
Not sure which service you need first?
Compare the three packages and pick the scope that matches your revenue and complexity. Fees are fixed and agreed in writing before work starts.
The step-by-step playbook to value, prepare, market and sell your business, with worksheets. Instant PDF.
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