Plan Your Exit.
Protect Your Legacy.
Maximize Your Value.
Planned Exit Partners advises owners through the sale of their company, helping owners navigate the exit process with confidence, on their terms, and in collaboration with their existing advisors.
About Us
We work with business owners who want more than a transaction advisor; they want a partner willing to take the time to build an exit strategy.
Real value is built before the business transaction.
It’s created by making informed decisions with a clear goal in mind.
Our Exit Planning services provide the strategic guidance to establish that goal and build a more transferable business, while our Merger & Acquisition Advisory services execute the exit strategy that planning creates.
Services
Merger & Acquisition Advisory
We manage the process of selling a business — or finding the right partner for its next chapter — from the first conversation to the closing table.
Services
Exit Planning
Preparation is essential to achieving the desired outcome. We help owners understand their exit options and build a transition-ready business.
Industries we work with
Services
- Professional Services
- Aviation Services
- Commercial Services
- Industrial Services
- Residential Services
- Healthcare Services
Manufacturing
- Industrial Equipment
- Plastics & Packaging
- Building Materials
- Construction Products
- Metals & Fabrication
- Food & Beverage
Distribution
- Logistics & Transportation
- Building & Construction
- Industrial & MRO Supplies
- Jan-San & Packaging
- Value-Added Distribution
- Manufacturer’s Representatives
Deal Execution Process
Selling a business involves more than the financial terms. It affects your people, your culture, and what happens next for the company you built. We manage that process for you. We find the right buyers, keep the sale confidential, and negotiate toward your objectives, not just the highest number.
Pre-sale planning and positioning
Business valuation and deal readiness assessment
Coordination with trusted advisors (Tax, Legal, Estate, Wealth)
Buyer identification and qualification, strategic and financial
Confidential marketing materials and buyer outreach
Deal structuring and negotiation support
Due diligence coordination and management
Closing support and transition planning
Client Testimonials
Tim listened to what my goals were and was most informative on the process and possible outcomes, which made the whole process less stressful. I was able to put my trust in him, knowing that with his experience, integrity, and willingness to go the extra mile, he would secure the best possible outcome.
Stephen’s ability to manage the process, and us, kept us feeling calm and confident throughout. He was always prompt in answering our questions, regardless of the time of day, and his attention to detail and thorough understanding of our business were truly impressive. Stephen’s tireless efforts were a primary reason we achieved a successful and timely closing.
In the course of working with Tim on the sale of our business, I would always appreciate that he would highlight both positive and negative aspects of an offer or proposal. It speaks to his commitment to honesty, transparency, and integrity throughout the entire process.
Stephen was instrumental in the ownership transfer of our business. We appreciated his professionalism, responsiveness, and clear and consistent guidance throughout the entire process. I highly recommend his services to any business owner looking for an exit partner.
Our Team
Leadership
Planned Exit Partners is led by FINRA-licensed M&A advisors.
Tim Hosie
Managing Director
Stephen Hilborn
Managing Director