Exit planning

Get the business ready before you list it.

Most of what lowers a sale price can be fixed, but not overnight. With a year or two of lead time, owners can often add real value before they ever talk to a buyer.

Business value growing step by step
What lowers a sale price

The eight things buyers check.

These are the same areas our readiness assessment scores. Each one is something buyers and their lenders will dig into.

Real profit

Revenue doesn't sell a business. Buyers pay for earnings they can verify.

Owner pay

If you underpay yourself, earnings look inflated; overpay, and they look thin. Buyers need to see a market-rate salary.

Owner dependency

If customers, vendors, or key work run through you, a buyer is buying a job, and pays less for it.

Family and friends on payroll

Roles tied to you personally raise questions about who stays and what the real labor cost is.

Customer concentration

When a few accounts carry the business, losing one after the sale is a risk buyers price in.

Clean ownership and records

Unclear ownership splits or messy books slow diligence and scare off lenders.

Lease and real estate

A lease that can't transfer, or property tangled with the business, can stall a deal.

Your reason and timeline

Buyers want to know why you're selling and how long you'll help with the handoff.

Sale-readiness programs

Programs to get your business ready to sell.

Not ready to list yet? Pick the level of help that fits how far out you are. Every program works on the same areas buyers check, so the work goes straight into your sale price.

One-time · a few weeks

Readiness Review

A full look at where your business stands today and what a buyer would see.

  • In-depth review of financials and operations
  • Estimated value range
  • Prioritized list of what to fix

[Price]

6–12 months

Exit Ready

For owners planning to sell within the next year or two who want to fix the biggest issues first.

  • Everything in the Readiness Review
  • Monthly working sessions on your plan
  • Books, documentation, and owner-role cleanup
  • Buyer package started along the way

[Price]

12–36 months

Exit Advantage

For owners a few years out who want to grow what the business is worth before they sell.

  • Everything in Exit Ready
  • Building a management layer under you
  • Customer diversification and recurring revenue
  • Annual value updates to track progress

[Price]

How it works

A plan, then the work.

1

Readiness review

We start with the assessment, then go deeper into your financials and operations to see where you stand against what buyers check.

2

Value plan

A short, prioritized list of what to fix, in the order that matters most to your price, with a realistic timeline.

3

Working sessions

Regular check-ins as you work the plan: building a second layer of management, cleaning up the books, documenting processes, diversifying customers.

4

Ready to list

When the business is ready, we move straight into a sale with everything already in order.

See where you stand today.

The free assessment takes about five minutes and shows which of the eight areas need work.