The Best Exits Are Built Before the Transaction
The best exits aren’t decided in a single meeting; they’re built over years. Exit planning is the work of preparing a business, and its owner, for the transition ahead: closing the gaps that erode value and building the infrastructure that gives buyers confidence.
Our Capabilities
01
Assessment of Exit Options
A clear look at your options, from a strategic or private equity sale to internal succession, and what each means for total proceeds, exit timeline and taxes.
02
Market Mapping
We track who is actively buying and what they want, to gauge interest before you go to market. We also handle inbound buyer outreach so no opportunity slips by.
03
Financial & Data Reporting Assessment
We’ll review how clean and defensible your financials are, build a plan to close any gaps, and identify add-backs that reveal your business’s true earning power.
04
Business Valuation & Marketability
Honest feedback on what buyers will see as strengths and what to fix before you go to market.
05
Critical Process Documentation
Written procedures for the work that lives in someone’s head. SOPs lower buyer risk and reduce reliance on any one person, including you.
06
Owner Dependency Planning
A plan to step back from the day-to-day. Buyers pay less for a business that depends on its owner.
07
Management Succession & Incentive Planning
An incentive plan that keeps the key people your business runs on, and buyers want to retain. They carry the know-how and relationships that keep the company running after you exit.
08
Trusted Advisor Coordination
We work with your existing advisors on entity structure, asset allocation, gifting, and taxes, so your finances are as ready as your operations.
09
Discovery & Due Diligence Preparation
We set up your data room and find the risks in your business before a buyer does.
10
Buy-Side Advisory Services
For owners who see acquisitions as a path to their exit goals. We find, value, negotiate, and close deals that add capabilities, products, market share, or talent.