Because a great business deserves an intentional, well-planned transition—designed around your goals, not someone else’s timeline
Exit planning is more than selling a business—it's aligning your personal, financial, and business goals to secure your future. Whether you're years from transitioning or already in motion, our structured approach helps you clarify your objectives, avoid costly mistakes, and exit with confidence.
Accurate valuation is the cornerstone of smart exit planning. We provide tools, expert insights, and industry benchmarks to help you assess current business value, understand what drives it, and prepare for negotiations with confidence—whether you're planning a sale, succession, or merger.
Discover the levers that can significantly increase your company’s value before transition. From improving cash flow and operational efficiency to reducing owner dependency and strengthening intangible assets, our framework helps you optimize what matters most to potential buyers or successors.
Explore a curated library designed specifically for business owners preparing for transition. From expert-written articles and actionable tools to real-world case studies and testimonials, the Owner Resource Center equips you with the knowledge and perspective to plan your exit with confidence and clarity.
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A Certified Exit Planning Advisor (CEPA)
Coordinates your exit strategy, aligning personal, financial, and business goals while engaging necessary experts.
A Business Valuation Expert
Determines the fair market value of your business, pinpointing essential value drivers and risk factors that influence deal terms and timing.
Wealth Manager / Financial Advisor
Helps ensure the sale proceeds support your personal financial goals—from retirement to legacy planning—long after the deal closes.
M&A Advisor / Business Broker Manages the sale process, markets the business to qualified buyers, negotiates deal terms, and maximizes transaction value.
Estate Planning Attorney
Designs strategies for asset protection, wealth transfer, and charitable giving, often working in advance of the sale to optimize outcomes.
CPA / Tax Advisor
Provides essential tax guidance to structure the transaction in the most tax-efficient way and supports due diligence with clean financials.
Transaction Attorney (M&A Attorney)
Handles the legal side of the deal. Drafts and reviews key documents, structures the sale, and protects you from post-sale liability.
Value Growth Advisor / CFO Consultant Works pre-sale to strengthen financial systems, reduce risk, and increase company value, making the business more attractive to buyers.
Stay informed with the latest strategies, checklists, and resources to prepare your business for a successful exit.
Key steps to prepare your business for a smooth and profitable transition.
Learn how to assess your company’s worth and identify growth opportunities.
Actionable tactics to increase your business’s market appeal before selling.
What to look for when selecting partners for your exit planning journey.
Get clarity on the exit planning process, business valuation, and how to prepare for a successful sale.
Exit planning is a strategic process that prepares your business for a future sale or transition, ensuring you maximize value and minimize risk.
A professional valuation assesses your company’s financials, market position, and growth potential to determine its fair market value.
Ideally, begin planning at least 2–3 years before your intended exit to address operational, financial, and legal considerations.
Key drivers include profitability, growth trends, customer concentration, operational efficiency, and industry outlook.
Focus on improving financial performance, diversifying revenue streams, and strengthening management systems before going to market.
Delaying planning, overestimating value, and neglecting due diligence can reduce sale price and complicate the exit process.
Strategic planning and valuation expertise
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