Exit Planning
Exit Planning
PHASE 1
Assess & Align
We stablish the business’s current value and readiness to sell. Define your exit goals, timeline, and financial needs, while identifying key gaps in operations and financials.
PHASE 2
Prepare & Systematize
We develop a customized Exit Roadmap where the owner completes 30-day sprints to strengthen systems, formalize processes, clean up financials, and reduce owner dependence.
PHASE 3
Position & Exit
Package the business for sale (CIM), prepare due diligence materials (DDP), and launch the sale or transition process. Finalize your exit terms and begin stepping away.
CERTIFIED EXIT PLANNing ADVISOR (CEPA)
EXIT PLANNING SERVICES
Pricing – Our exit planning packages begin at $3,995 – “Refunded” Credited back at closing when we sell your business.
PHASE 1 - Assess & Align
We begin by evaluating the current state of your business through a professional valuation and operational review.
Goal: Establish baseline value, identify gaps, and define exit goals
For the Business
Conduct a Broker Opinion of Value
Evaluate operational, financial, and market readiness
Score financial and operational readiness using a risk assessment
Create an Exit Roadmap with 30-day sprints for value enhancement
For the Owner
Define exit goals: financial targets and post-exit role
Begin discussions with your financial planner and tax advisor
Outline your vision for life after exit
PHASE 2 - Prepare & Systematize
In this phase, We provide an Exit Roadmap built around 30-day sprints. Each sprint focuses on tightening business systems, formalizing procedures, and preparing the company to run smoothly without daily owner involvement.
Goal: Prepare the business for sale by tightening records, reducing risk, and improving buyer confidence.
For the Business
Clean up financials, recast books, separate personal expenses, and ensure accurate, transparent reporting.
Document Procedures and organize existing workflows and standard operating procedures for smooth transferability.
Review and formalize agreements with customers, vendors, and employees to strengthen continuity.
For the Owner
Define target price, timeline, and role post-sale.
Coordinate with financial planner, tax advisor, and broker to optimize the sale process.
Reduce Owner Dependency: Delegate responsibilities to mangers & staff.
PHASE 3 - Position & Exit
In the final phase, we package your business for sale. This includes preparing marketing materials, assembling due diligence documents, and launching the transition process.
Goal: Package, market, and transition the business
For the Business
Develop a professional Confidential Information Memorandum (CIM) and organize a complete due diligence folder.
Assemble a comprehensive due diligence package—contracts, service agreements, leases, licenses, equipment lists, and employee documentation.
For the Owner
Decide on your post-sale involvement—consulting, training, or a clean exit.
Complete tax planning, estate planning, and deal structure review with your advisors.
You should always have an exit plan because the unexpected can strike at any time.
Any of the 5 D’s—Death, Divorce, Disability, Disagreement, and Distress (or Depression)—can force an unplanned exit. Being prepared ensures your business, family, and financial interests are protected no matter what happens.
Insider Tip
Creating an operations manual may feel overdue, but now is the right time. Even a simple guide adds value, shows buyers your business is organized, and helps speed up a sale. Cover the basics—job scheduling, safety, estimating, billing, training, and equipment care.
Keep a file of marketing materials, sample contracts, or project photos to show how you present your work. Just don’t include proprietary info like customer lists or supplier pricing. A clear manual makes your trades business easier to run and more attractive to buyers.
Take The First Step!
For more information about the Exit Planning, please Contact Us.