How to Start Your Exit Journey
Curious about selling your company, but don't know where to start?
18-24 months
This is the ideal time to start preparing your company for an exit.
12-18 months
Now that you've prepared, you're ready for a Valuation to help determine a potential sale price.
9-12 months
Armed with your Valuation and Growth Scenarios Forecast, it's time to execute your Elevated Exit Roadmap so you can sell at your ideal price.
6-9 months
At this stage, you'll be working closely with your Business Broker and us to help ensure a successful exit.
Common Questions at Each Stage...
18-24 months: Am I ready?
Preparing your company for a successful exit is a complex journey that requires careful planning and strategic execution across both personal and business dimensions. Beyond optimizing financials and operations, you’ll need to address emotional readiness, legacy considerations, and your post-exit vision.
- Professional preparation involves strengthening management teams, documenting processes, enhancing financial controls, and building sustainable revenue streams.
- Personal preparation includes financial planning, tax strategy, and creating a clear vision for your life after the sale.
Working with an experienced exit partner provides invaluable guidance through this intricate process, helping you avoid costly mistakes, maximize business value, and ensure your personal goals align with your exit strategy. Their expertise can identify blind spots, provide objective valuation insights, and create a structured roadmap that transforms exit planning from an overwhelming endeavor into a clear path toward your desired outcome.
12-18 months: How do I sell for more?
Understanding your business’s current value through a professional valuation, combined with detailed growth scenario forecasting, provides a strategic roadmap for maximizing your company’s worth.
This dual approach helps identify which potential investments and operational improvements will yield the highest return on investment and greatest impact on valuation multiples.
Rather than pursuing every possible growth opportunity, you can focus your limited time and resources on the specific initiatives that will most significantly increase your company’s value – whether that’s improving recurring revenue, strengthening customer retention, or streamlining operations.
This data-driven method eliminates guesswork and allows you to make confident decisions about where to invest for maximum valuation impact, while avoiding costly initiatives that may look promising but won’t meaningfully affect your company’s worth in the eyes of potential buyers.
9-12 months: How do I take advantage of these growth scenarios?
After identifying your optimal growth scenario, successful execution demands a laser-focused implementation plan that prioritizes only the most impactful value-driving initiatives.
However, balancing these strategic improvements while maintaining daily operations and revenue targets can overwhelm even the most capable business owners.
This is where having a team of experienced exit planning professionals becomes crucial. We can create and oversee a structured implementation plan, manage critical value-enhancement projects, and keep you accountable to deadlines while you focus on running your business.
Our expertise helps you avoid common pitfalls, maintain momentum on key initiatives, and ensure that every resource invested directly contributes to increasing your eventual sale price. With professional guidance, you can confidently pursue your chosen growth strategy while keeping your business performing at its peak – allowing you to achieve both your immediate revenue goals and your longer-term exit objectives.