The Exit Readiness Engagement
Six weeks. Total clarity. A roadmap you can act on—or a reason to wait.
This is for you if...
You're 1–5 years from a potential exit
You suspect your business is worth something, but don't know exactly what—or why
You've heard about taxes eating exits and want to get ahead of it
You're tired of piecemeal advice from people who don't see the whole picture
You want to know: stay, sell, recapitalize, or something else entirely
What we'll uncover together
Is your business actually sellable? We assess transferability, concentration risk, and the factors that make buyers pay premiums—or walk away.
What happens after the wire hits? Most owners haven't thought past the closing. We pressure-test your identity, purpose, and next chapter.
The difference between what you think it's worth and what you'll actually receive. We quantify the gap and show you what moves the needle.
Gross proceeds minus taxes, fees, earn-outs, and poor structure. We model what you'll actually keep under different scenarios.
Sell outright? Partial recap? ESOP? Management buyout? We map every realistic option against your goals—financial and personal.
How it works
Discovery
Deep dive into your business, financials, and personal objectives. We listen more than we talk.
Analysis
We model value gaps, wealth gaps, and exit scenarios. No black boxes—you'll see our work.
Roadmap Delivery
A clear, prioritized action plan: what to fix, when to exit, and how to protect what you've built.
Discovery
Deep dive into your business, financials, and personal objectives. We listen more than we talk.
Analysis
We model value gaps, wealth gaps, and exit scenarios. No black boxes—you'll see our work.
Roadmap Delivery
A clear, prioritized action plan: what to fix, when to exit, and how to protect what you've built.
Investment
Fixed fee. No hourly billing. No surprises.
For business owners with $2M–$50M in enterprise value. If that's not you, we'll point you to the right resources.
Ready to see where you stand?
Apply for an Exit Readiness Conversation. If we're not the right fit, we'll tell you—and point you somewhere better.