Exit Planning
The best transactions start years earlier.
Buyers pay for companies that can run without their owner and whose numbers hold up in diligence. Exit planning gives you time to build both — on your terms, before a buyer is at the table.
Planning Horizon
A roadmap paced to your timeline.
Timeframes are illustrative; every plan is set around the owner's goals and the company's starting point.
24–36 months out
Foundation
- Baseline valuation
- Personal & financial goals
- Identify value gaps
12–24 months out
Strengthen
- Reduce owner dependence
- Document processes
- Address customer concentration
6–12 months out
Ready
- Clean, reviewed financials
- Organize contracts & records
- Decide on timing & structure
What Buyers Discount
Common risks worth addressing early.
- Owner dependence
- Key relationships, decisions, or know-how that sit with one person.
- Customer concentration
- A large share of revenue from a small number of customers.
- Informal financials
- Statements that have not been reviewed or that mix personal and business costs.
- Undocumented operations
- Processes that live in people's heads instead of systems.
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