Exit by Design: Don't just sell. Engineer your most profitable outcome.
Most business owners wait until they’re ready to sell before thinking about their exit. The problem? By then, it’s often too late to make meaningful changes that increase the company’s value or Sellability*
That’s where our Exit Roadmap Program comes in. Instead of walking away after a free valuation, we help you map a clear path to your ideal exit—whether that’s 1, 3, or 5 years away.
Your personalized path to a high-value, successful exit
What is the
Exit Roadmap?
The Exit Roadmap Program is a structured exit planning system for business owners who may not be ready to sell today but want to maximize value when the time comes. Too often, owners only think about selling when they’re ready to step away. By then, it’s usually too late to make the financial and operational improvements that drive a higher valuation.
Unlike a one-time valuation, the Exit Roadmap is an ongoing advisory program that tracks your business’s performance and Sellability Score over time. It provides a clear, measurable strategy to increase value, improve sellability, and prepare for a smooth, profitable sale.
With the Exit Roadmap, you and your broker will:
Establish a baseline with a valuation and Sellability Score assessment.
Set clear targets for valuation and exit date.
Track progress on revenue, net profit, EBITDA, SDE, and multiples.
Score business health across eight key value drivers.
Take action through improvement tasks with impact ratings and deadlines.
Stay informed with ongoing industry and market insights.
In short, the Exit Roadmap is your step-by-step plan to move from where you are today to the exit you want tomorrow—with the data, insights, and action steps to get you there.
How Our Program Works
“Not ready to sell yet? That’s perfect. We’re your long-term partner, mapping your business’s progress from where you are now to the valuation and timeline you envision.”
-
We begin with a full valuation and sellability assessment. Then you define your target valuation and target sell date (e.g., Q2 2026).
-
Your overall Sellability Score is made up of eight key drivers:
• Financial Performance • Growth Potential • Customer Base • Operational Dependence • Recurring Revenue • Operational Efficiency • Industry & Market • General Business Factors.
Each driver is scored and visualized—so we can pinpoint where we’re strong and where we need to build. -
Every driver with improvement potential gets a custom action item: description, impact rating (Low / Medium / High / Critical), due date, who owns it (you or us), and status tracking.
-
We’ll regularly record what’s impacting your industry and market—competitor moves, regulatory changes, local events—tagged as Positive, Neutral, or Negative.
-
You receive a polished, branded PDF report showing: updated valuations, driver trends, action item status, market insights, and our commentary.
Personalized Focus at Every Step
Many of our clients come to us thinking they’re years away from selling—and that nothing needs to be done until then. The Exit Roadmap flips that mindset.
For example, one business owner started with a valuation of $2.1M and a low Sellability Score due to heavy owner involvement and inconsistent financial reporting. Over two years in the program, we helped them implement better bookkeeping, hire a general manager, and diversify their customer base. By the time they were ready to sell, their valuation had grown to $2.9M, a 38% increase, while their Sellability Score nearly doubled. Stories like this are common. With clear targets, regular progress updates, and actionable steps tied to key value drivers, the Exit Roadmap ensures owners aren’t just waiting to sell; they’re actively building a stronger, more valuable business.
Stay in control of your exit strategy across years—not just months.
Improve valuation drivers proactively, which increases your business’s appeal and price multiple.
Stay engaged with us as trusted advisors, not just one-off evaluators.
Benefit from contextual insights that explain valuation shifts—be it regulatory changes or regional disruptions.
Have a polished, investor-ready narrative—useful for lenders, partners, or future buyers
Your Ongoing Advantage
By committing to this plan early, you:
Exit Roadmap Scholarship Program
We believe every business deserves the chance to plan for a successful exit. That’s why we created the Exit Roadmap Scholarship Program—a quarterly opportunity for one business to receive a free valuation and one year in our Exit Roadmap Program!
