how we help
When You're Ready to Exit on Your Terms
- we'll create the roadmap to get you there.
Elevated Exit Roadmap
Our Elevated Exit Roadmap is the crucial last step in your Exit strategy. We’ll take the insights gleaned from our Current Valuation and Growth Scenarios Forecast to create a detailed and strategic implementation plan that fully aligns with your Exit Intent Statement.
Once completed, you’ll have the option to implement the Roadmap in-house or hire us on a monthly retainer to perform the work. If you elect to continue working with us, we’re happy to collaborate with your Broker to ensure we’re capitalizing on opportunities that arise while your business is on the market.
What's included:
You’ll receive everything that’s in the Exit Readiness Assessment, Valuation and Growth Scenarios Forecast, along with the following:
- Exit Preparation
- Implementation Plan
- Operations Succession Planning
- Financial Projections and Resource Planning
Exit marketability recommendations
Due diligence preparation and documentation list
Board call
Prioritized list of value creation initiatives (Product/Service Roadmap)
Revenue ascension ladder showcasing how the incremental revenue opportunities achieve the revenue goal
Timeline for implementation of key recommendations (Gantt Chart)
Resource requirements and capability gaps
Profitability analysis for each product/service
Succession plan
Detailed bottleneck analysis
Throughput accounting analysis, when relevant (Manufacturing and CPG businesses only)
Operational and technological efficiency recommendations
Current and pro forma organizational chart
Major initiatives: Budget, ROI, timeline, and impact on exit marketability and exit valuation
• Financial projection for each revenue opportunity
Capital sourcing and allocation plan
Pro forma exit valuation and timeline
Financial metrics calculations and analyses
KPIs & OKRs from now until exit
Hiring and compensation plan
Investment:
Our Elevated Exit Roadmap services begin at $20,000 USD.
Common Questions...
Our Elevated Exit Roadmap is best for Founders who are committed to an Exit within 12 months and want to ensure their business sells for the highest multiple possible.
While our Valuation and Growth Scenarios Forecast services will tell you WHAT to do to increase the valuation of your company, our Elevated Exit Roadmap tells you exactly HOW to do it.
You're welcome to schedule a complimentary, no-pressure discovery call to discuss your specific situation. We're happy to provide feedback on which service might be the best fit for you.
Not sure where to begin?
Book a complimentary Discovery Call so we can learn more about your specific situation and goals.