1. Exit-readiness scorecard
Ten questions, about four minutes. See your score, your tier and what it means for your exit, the moment you finish. It is a self-assessment, not a valuation.
How it works
How it works: five steps to a stronger exit
No guesswork. Five steps that take you from owner-dependent to market-ready, then into a confidential, competitive sale. The work that makes your company run without you is the same work that makes buyers pay more attention.
The five steps
- Get your scoreFour minutes. See where a buyer would discount your business today.
- Exit callA confidential 15-minute call: your goals, your timeline, your options. Straight answers.
- Readiness reviewWe find what a buyer's diligence would find: owner dependence, team, reporting and revenue quality.
- Build valueClose the gaps before a buyer can use them against you: systems, team and recurring revenue.
- Go to marketWe run a confidential, competitive process under NDA, leveraging a private M&A network and targeted outreach, and fight for your number.
In detail
What happens at each step
2. Confidential 15-minute exit call
Your business, your timeline, what you want from an exit. You get a straight read. If there is a fit, we explain the next step and how an engagement works before anything is signed.
3. Readiness review
We look at your business the way a buyer's diligence team will: owner dependence, leadership, systems, financial reporting, recurring revenue and risk. You get a prioritized plan.
4. Build value
We put the sales, operating and reporting systems in place so the company performs without you. This is where owners stop leaving money on the table.
5. Confidential sale process
When the timing is right, we prepare materials and approach qualified buyers anonymously. Outreach leverages a private M&A network, in which family offices, investors, private equity firms and business owners participate, as well as targeted outreach to strategic acquirers beyond it. Details are shared only under NDA. We run a competitive process, push for your number on price and terms, and support diligence through closing with your attorney and accountant.
Start with step one today.
Confidentiality
Confidential from the first call
- Your business is never publicly listed.
- Buyers are contacted without revealing your company's identity.
- Details are shared only after a signed NDA, and in stages.
- You decide when and how employees, customers and partners are told.
What we are not
We do not buy businesses or make purchase offers. We advise owners, and we work alongside your attorney and accountant.
Free · 4 minutes · Confidential
Get your Exit-Readiness Score
Ten questions. Get your score, your tier and what it means for your exit, before a buyer's diligence tells you.
- Market ready
- Close a few gaps
- Build value first
FAQ
Questions owners ask
How long does the whole process take?
It depends on how ready the business is. Readiness work often runs 12 to 24 months for owners who start early; the sale process itself follows once the company and its information are prepared. We give you a realistic timeline after the readiness review.
What does the first call cost?
Nothing. The 15-minute call is a confidential conversation about your goals and whether there is a fit.
Do I have to commit to selling?
No. Many owners start with readiness work to improve the business and decide on timing later.
Who else should be involved?
Your attorney and accountant. We work alongside them on legal, tax and structuring questions.
Your exit. Your number.
Every month you wait is a month you could spend building value. Book a confidential 15-minute exit call and get a straight read on where you stand.