Business Exit Planning

Do you own a business with the intention of selling it in the future?

Did you know that about 80% of businesses that go to market never sell?

Did you know that about 80% of the businesses that do sell don’t receive their asking price?

I know this can be hard to take, but the market dictates the price of your business; you don’t.

Do you know why this is?

Most businesses haven’t properly planned and prepared to be sold.

How do you know how the market values your business and its current market value, objectively?

How much do you need to receive from the sale of your business, net of fees and taxes, to provide for your future objectives?

How precise are your assumptions?

How do you maximize the market value of your business based upon what the market values?

Do you have a tailored business plan which prioritizes growing your business in a manner that the market values?

Exiting With Style

For many small business owners, the sale of their company

is the foundation of their retirement plan.

Learn how the right business succession plan

can help you secure your retirement.

Our Business Exit Planning & Preparation Process:

The Value Acceleration Methodology

Phase 1:


Business Valuation

Business, Personal, & Financial Assessments

Prioritized Action Plan

Phase 2:


Aligning Values

Personal & Financial Planning

Business Improvements


Assemble Proof

Prepare Master Plan

Phase 3:


Grow or Exit?

Phase 4:

Value Creation



Initiate Selected Transition Program

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