Exit Strategy

Services

Each client engagement is unique. I focus on your needs and goals to create a proposal that best meets your specific situation. Typically, my clients choose me to be a trusted advisor, for consulting on a specific project or challenge, or for executive and team coaching.

Exit Strategy

Services

You’ve invested your life in building a successful business, but what comes next?

Transitioning out of your company is a complex journey that demands a clear, strategic plan.

Whether you're aiming to sell, pass it on, or simply prepare for future options, a well-crafted exit strategy secures not only the business but also your vision for the next chapter of your life.

Why Plan an Exit Strategy Now? Most owners feel unsure where to start with valuation or exit preparation, often missing key insights buyers are looking for. Surprisingly, only 20-30% of small businesses sell successfully, and even fewer sellers are satisfied a year post-sale. Avoiding these pitfalls requires strategic foresight and preparation—long before you’re ready to exit.

How Can You Increase Your Business's Value? Imagine getting a better return by making small, targeted changes today. Many owners set unrealistic goals, exhausting themselves to reach them. I can help you determine a realistic target based on what you’ll need for your ideal future. In minutes, you can start improving your company’s value with these tools:

Exit Strategy: Build a Path for a Future Beyond Your Business

The Exit Planning Checklist is designed to help you prepare, covering everything from creating an advisory team to ensuring your goals align with your family’s. Here are a few questions you’ll answer to clarify your plan:

Are your personal, financial, and business goals aligned?
Do you have an advisory team for strategic guidance?
Have you created an emergency succession plan?

Evaluating Where You Are Today

Let's be honest. Most business owners don't know where to start when it comes to valuing or selling their businesses. As a result, they don't understand what the buyers (or the financers behind the buyers) seek. They miss out on the opportunity to build a business that is both ready to sell and attractive to buyers.

Surprisingly, only 20-30% of small to medium business owners ever sell their businesses at all! Of those who do sell, only 25% say they are happy with the results a year later.

That's the bad news. The good news is that all of this is easily avoidable for most business owners.

How do you determine and then increase your business' value?

Would you like to determine how to net a much larger percentage out of your business, with only a few changes on your part to make it happen?

Here's what's important to understand. Many owners haven't clearly defined what their next chapter of life will be. It's not just what your business might be worth, but whether or not that valuation will satisfy your plans for what you'd like to do next. Without that information, you're likely to set a goal for the business that's either too low or too high-and you'll exhaust yourself to achieve it.

I can help you set a reasonable target number so you know what you'll want to achieve. In just a few minutes, the free tools below can help you understand where your business stands today and what you can do to improve its value. Sometimes that means dreaming even bigger than you've dared to consider before.

Calculate what you have and what you'll need.

These three simple-to-use tools are a great way to benchmark your company against your industry peers, and assess your strengths and weaknesses for each of the eight key drivers of company value.

What is my business worth? And why?

The Value Builder Score™ gives a comprehensive assessment of the "Sellability" of your business, whether you want to sell next year or just to know that you're building a valuable asset for the future.

Get Your Value Builder Score

How do I know if I'm ready to exit?

PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner's readiness to exit their company on a personal level.

Get Your PREScore

How prepared am I for my next chapter?

Freedom Score calculates your Freedom Point - when the sale of your company will generate enough to fund your desired lifestyle for the rest of your life.

Get Your Freedom Score