YOU HIRE US TO EXECUTE A PLAN … YOUR PLAN
Our Exit Management Priorities
INSIGHT & ANALYSIS
OWNER ADVOCACY
STRATEGIC LEADERSHIP
EXECUTION & RESULTS
UNCOVER HIDDEN POTENTIAL, DRIVE GROWTH, AND PREPARE FOR A HIGH-VALUE EXIT
Accelerate Your Business Value with Precision
EXPERT GUIDANCE → CLARITY FROM THE START
Gain expert-led insights into how business value is created, how to increase it—so you can make confident, informed decisions from day one.
STRATEGIC VALUE PLANNING → POSITION FOR MAXIMUM VALUE
Align and refocus your business strategy around the key drivers buyers value most to command a premium at exit.
BUSINESS & PERSONAL WORKSHOPS → DEFINE THE VISION
Clarify your personal and professional goals, establish your target valuation, and visualize what life looks like after the deal is done.
POWERFUL SOFTWARE → REAL-TIME VALUE TRACKING
Access a dynamic online dashboard that monitors improvements, quantifies ROI, and shows how changes impact your business value in real time.
IMPLEMENTATION ROADMAP → EXECUTE WITH PRECISION
Turn your goals into outcomes with a step-by-step execution plan—complete with measurable targets and strategic milestones.
ALIGN YOUR TEAM, FINANCIALS, & MARKETING TO INCREASE BUYER APPEAL & DRIVE EXIT VALUE
Build the Foundation for a Profitable Exit
MONTHLY TEAM MEETINGS → ALIGN & ACCELERATE
Keep your internal and external teams focused, accountable, and moving in sync with structured monthly strategy reviews.
FINANCIAL PLANNING → CASH FLOW CONFIDENCE
Present clean, audit-ready financials and reliable cash flow systems that give buyers confidence—and reduce deal friction.
MARKETING PLANNING → BUILD BUYER APPEAL
Showcase what sets your company apart. Highlight brand strength, marketing systems, and the “secret sauce” that drives demand.
TAX PLANNING → PROTECT YOUR LEGACY
Preserve your wealth across generations with proactive tax and estate planning designed to minimize taxes and maximize impact.
ASSEMBLE A POWERFUL TEAM → YOUR EXIT DREAM TEAM
Build an elite advisory team of top M&A professionals—legal, tax, financial, and operational—to protect your interests, streamline the process, and maximize your exit value.
A Quarterback to Build & Lead the Team
Preparing for a successful exit is a complicated process. It requires seamless collaboration from a range of subject matter experts. We help assemble the team and drive the process from day one, ensuring that the team is purely focused on executing the plan.
DRIVE RESULTS THROUGH SEAMLESS COLLABORATION
EVERY JOURNEY STARTS AT THE BEGINNING
21 Steps to a Successful Exit
A proven framework to unlock value, reduce risk, and prepare for what’s next
Identify Value
Step 1 – Goals and Outcomes
Step 2 – Fact Find
Step 3 – Business Insights Report
Protect Value
Step 4 – Financial Planning
Step 5 – Unplanned Events
Step 6 – De-Risking
Maximize Value
Step 7 – Exit Options
Step 8 – Strategic Planning Business Model
Step 9 – Strategic Financials
Step 10 – Systems and Procedures
Step 11 – Marketing and Sales
Step 12 – Corporate Governance
Step 13 – Ownership Mindset
Step 14 – Peak Performance Trust
Step 15 – Management Succession
Extract Value
Step 16 – Tax Planning
Step 17 – Documentation
Step 18 – Liquidity Event
Manage Value
Step 19 – Ongoing Investment Planning
Step 20 – Asset Protection
Step 21 – Estate Planning
We Bring Knowledge, Resources and Industry Expertise
Precision Exit is also the owner of Highrise Networks, an exclusive mastermind organization with over 250 top-level professionals across the United States. Our strong relationships with our members translate into unrivaled access to knowledge, resources and industry expertise for our clients.
Adding clarity to your mission
Track Progress & See Real-Time Results
Powerful software that increases visibility & collaboration
You’ll find our software to be an invaluable tool to help you accelerate the value of your business.
- Interactive Dashboard
- Advanced Analytics & Valuation Tools
- Complete Planning Flexibility
- Real-Time Updates
- Analysis by Department
When you engage us to complete a Business Insights Report, you’ll be given access to our feature rich software platform to track your progress for 6 months. Features include:
THE INFORMATION YOU NEED TO MAKE SMART DECISIONS
Business Value & Value Gap Report
The first step towards a successful exit
Our Business Value Assessment delivers a data-driven valuation, and strategic insights tailored to your company. You’ll receive:
Your Current Business Value
Your Value Gap — the difference between where you are now and your true potential
Benchmarked Exit Multiples based on your industry sector and company size
Custom Strategies to increase your company’s value before you sell
THE INFORMATION YOU NEED TO MAKE SMART DECISIONS
Business Insights Report
Get data-backed insights, valuation metrics, and a roadmap to unlock growth and exit readiness
Our Business Insights Report is the culmination of a 360-degree analysis of your business. Upon completion, it becomes a roadmap to follow on your journey to improve the weak areas and enhance the strong ones. The report includes:
- Scorecards by Department
- Financial Analysis
- Benchmarking Analysis
- Gap/Risk Analysis
- Cash Flow & Breakeven Analysis
- Credit Risk Analysis
- Non-Financial KPI’s
- Sustainable Growth Review
THE TWIN PILLARS THAT SUPPORT A SMOOTH TRANSITION
Personal and Business Readiness
Being ready for the next chapter is a key to post exit happiness
BUSINESS READINESS
Evaluating how prepared the business is for the owner’s exit
PERSONAL READINESS
Evaluating how prepared the owner is for the business transition
PERSONAL READINESS
Evaluating how prepared the owner is for the business transition
OPERATIONAL INDEPENDENCE
• Ability to run smoothly without the owner’s daily involvement
FINANCIAL HEALTH
• Strong financial performance with lean financial records
VALUE DRIVERS IN PLACE
• Established growth potential and key assets driving value
DE-RISKED OPERATIONS
• Minimized operational, legal and market risks
BUSINESS READINESS
Evaluating how prepared the business is for the owner’s exit
CLARITY ON LIFE AFTER EXIT
• Vision for post transitioning activities and fullfillment
PERSONAL FINANCIAL PLAN
• Sufficient wealth to sustain desired lifestyle
EMOTIONAL DETACHMENT
• Readiness to relinquish control and identity
FAMILY & LEGACY GOALS
• Alignment with personal values and estate planning
PUT YOURSELF IN THE DRIVERS SEAT
How Ready are You?
Everything in life gets better when you’re prepared & in control
PUT YOURSELF IN THE DRIVERS SEAT
How Ready are You?
Everything in life gets better when you’re prepared & in control
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Well Positioned for Exit
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Lifestyle Owner
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Capabled but Conflicted
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Unprepared Owner
Eliminating uncertainty is a fundamental step in becoming exit ready
De-Risking is a Priority
By de-risking, you increase value and make the business more appealing to a buyer.
OPERATIONAL RISK
ASSESSMENT
• Identify bottlenecks, inefficiencies or overreliance on key individuals
• Evaluate business process, supply chain stability, an system documentation
MANAGEMENT AND LEADERSHIP EVALUATION
• Develop and retain key talent with succession and incentive plans
• Strengthen the leadership bench beyond the owner.
LEGAL & REGULATORY
REVIEW
• Confirms that corporate governance, contracts, IP and compliance protocols
• Identify any litigation risks, unresolved disputes, or legal exposure
OWNER DEPENDENCY
REDUCTION
• Reduce reliance on the owner for operators, sales and client relationships
• Document and delegate key processes
FINANCIAL RISK
MITIGATION
• Establish clean, audited financial and implement strong financial controls.
• Review debts. cash flow, working capital, and costs structures
BUSINESS CONTINUITY &
CONTINGENCY PLANNING
• Create a formalized continuity and disaster recovery plan
• Addresses scenarios like disability, death, or suddent market shifts