Exit Planning Facilitations

80% of your net worth is likely tied up in your business, and yet, only 30% of businesses actually sell. Many owners are forced to sell sooner than planned. Additional challenges include:

Overlooking Transferrable Value

Contrary to common assumptions, a business’s worth isn’t solely tied to its balance sheet, gross revenue, or even the appraised value of hard assets—these typically account for just 20% of its market value. Strategic buyers focus on whether the business’s value can be transferred, the level of inherited challenges, and the potential for growth. We focus on strengthening these intangible factors to ensure your business is positioned for a top-tier valuation.

Customer Loyalty Tied to the Owner

When customers are loyal primarily to the business owner, the business’s value diminishes if the owner steps away. Our team examines the relationships, products, and services to assess potential buyer concerns. By applying a “three braided strands” approach, we help create a resilient customer relationship framework that supports sustainable growth without relying on the owner.

Overemphasis on Gross Revenue

It’s easy to celebrate strong top-line revenue, but net profit is what really attracts potential buyers. Buyers want to see a stable record of profitability and effective management that promises reliable returns on investment. By optimizing your bottom line now, we lay the foundation for a more valuable, negotiable, and market-ready business when it’s time to sell.

Lack of Owner Readiness

According to the National State of Owner Readiness Report, 79% of business owners lack a transition plan, and 94% don’t know what they’ll do after exiting their business. While many assume they’ll pass the business on to family, heirs often aren’t interested in inheriting its challenges. The result? Regret—75% of owners feel profound regret within a year of selling. Don’t let lack of planning lead to post-sale uncertainty; our approach helps you prepare for a fulfilling future beyond the business.