Exit Planning
Build maximum value years before you ever go to market.
For owners 1–5 years from exit who want to close the gap between what their business is worth today and what it could be worth at close — run personally by a partner who helped create the exit planning profession.
Partner-Led Engagements
Our Process
9 steps, start to finish.
01
Personal & Business Exit Goal Alignment
We start with what matters most to you personally — timeline, financial needs, legacy — and align the business plan to support it.
02
Business Valuation & Gap Analysis
A defensible valuation today, measured against your target number — so we know exactly how much value needs to be built, and where.
03
Exit Option Analysis
A clear look at every path available to you — third-party sale, management buyout, recapitalization, or ESOP — and what each one means for your goals.
04
Buyer Fit Analysis
An early look at the types of buyers most likely to pursue your business, so you can build toward what they actually value.
05
Value Driver Identification
A rigorous look at the specific factors — customer concentration, management depth, recurring revenue — that are most suppressing your multiple today.
06
Operational Improvement Roadmap
A prioritized, practical plan to fix the value drivers that matter most — sequenced against your timeline to exit.
07
Capital Gains Minimization Roadmap
Coordinated tax planning strategies to help you keep more of what you sell for, structured well ahead of a transaction.
08
Legal & Estate Planning Optimization
Coordination with your legal and estate advisors to make sure your entity structure and estate plan are ready for a transaction.
09
Annual Exit Readiness Reviews
Yearly check-ins to track progress against your roadmap and adjust the plan as your business and goals evolve.
Our Fees
An upfront retainer, then an hourly rate.
Exit planning engagements begin with an upfront retainer to get started, followed by an hourly rate for ongoing work. You only pay for the time you actually use and the specific services you need — no bundled packages, no unnecessary scope.
Upfront Retainer
Covers the initial goal alignment, valuation, and gap analysis that anchor your exit plan.
Hourly Rate
Applied to ongoing roadmap work, annual reviews, and any additional services you choose to add along the way.
We'll walk through exact numbers for your plan during a confidential discussion — every engagement is scoped around your specific goals and timeline.
Ready When You Are
Let's have a confidential discussion about your exit.
The earlier you start planning, the more value you can build before you ever go to market.