Plan Your Exit with Confidence: Structured Guidance for Maximum Value

Through our structured Exit Planning approach, we guide you step by step to maximize business value, reduce risk, and align your personal and financial goals. If you choose to work with us, you’ll receive personalized strategies, expert-led planning sessions, and a clear roadmap to a successful transition—whether that means selling, scaling, or passing on your business.

Value & Gap Report

$ 500
  • Basic Business Valuation
  • Review the Operational Risk and Growth         Score
  • Review Legal, regulatory and ownership         Score
  • Establishing the Value Increase Potential
  • 1 Hour Meeting with an Exit Planner to
  • Decide Exit Readiness
Purchase

Business Insights Report

$ 10,000
  • Extensive Business Valuation
  • 6-Month Online Value Management Portal
  • Central Data and Information Collection
  • Personal Readiness Review
  • Financial Recasting for Addbacks
  • Financial Analysis & Scorecard
  • Industry Benchmarking Analysis
  • Risk & Threat Assessment
  • Breakeven Analysis
  • Cash Flow Analysis
  • Credit Assessment
  • Non-Financial KPI Review
  • Value Potential Established
  • Workshop to Review Results
Purchase

Exit Planning & Management

$ 30,000
  • 6-Month Exit Planning Consulting
  • Initial 4-Hour Business Planning Meeting
  • Initial 4-Hour Personal Planning Meeting
  • Wealth Gap Established
  • Post Exit Personal Plan
  • Asset Protection
  • Strategic Roadmap
  • Priorities and Alignments Established
  • Mid-Month Check-In Workshops
  • Internal and External Team Assembled
  • Monthly Team Milestone Workshops
  • Team Access to Online Management Portal
  • 90-Day Project Team Meeting with Deliverables
  • Financial Plan Overview
  • Family Legacy Plan
  • Estate Planning
  • Grow or Exit Review
  • Review Exit Options
  • Due Diligence Inventory
  • Net Proceeds Analysis
Purchase

*Prices are subject to change based on
the size and complexity of the company.