Exit Readiness Assessment & Roadmap
A structured review aimed at a three-to-five-year horizon, ending in a multi-year roadmap of what to strengthen and in what order.
Starting price$6,495
Exit & Succession Readiness
The best time to prepare a business for sale is years before it is listed.
We help owners identify what makes a company transferable, and what must change before the market decides the value for them. That applies whether the next owner is a buyer, a family member, your management team or someone not yet in view.
This may be for you if
- You would like to step back or sell in the next three to five years, but there is no plan yet.
- A family member, employee or manager may take over, but nothing is structured.
- The business is profitable, yet most of it still runs through you.
- You are not sure what a buyer or successor would see.
What we look at
Owner dependence
What stops or slows when you step away.
Management depth
Who could make decisions, and whether they are ready.
Customer concentration
How much rests on a few accounts or relationships.
Documented systems
Whether the way work gets done is written down.
Financial credibility
Whether the numbers are clear and consistent enough to be trusted by someone new.
Recurring revenue
How predictable the income is from year to year.
Engagements
Exit Preparation Advisory
A longer-term relationship to work through the roadmap with you and your team.
Starting price$2,495 per month
Working with your other advisors
We do not value businesses, broker sales, or give legal, tax, securities or investment advice, and we do not promise any sale price or valuation. Your CPA, attorney, financial advisor, valuation professional and broker each have a role; we help you arrive at those conversations prepared.
Start with a conversation
A free Business Transition Conversation is a chance to talk through where the business stands and whether working together makes sense. It is a fit conversation, not free consulting.