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An Exit Plan is like a compass helping you navigate your decisions and priorities.

It keeps you focused on the right drivers of growth.

PRE Score & Introduction

As we get started it is very important to understand your goals and end game. We also identify any risks needing protection. But most important is to access your personal readiness (PRE) score.

Learn More

Discovery & Value Builder Score

During our Discovery meeting we will map out your course to reach your goal. We uncover what you feel your business is worth and compare to our Value Builder Score. Lastly we will identify how to close the gaps and go from successful to significant.

Company Focus

Operations & Process

Understanding your company and how it functions and the key people that keep it growing is a very detailed value creation destination on this journey. We uncover your market share, owner dependency, ability to scale, and customer satisfaction.

Operations & Process

Reaccess Value & Readiness

Operations & Process

In the operations destination we focus on the parts that keep your business running. Cash flow is always a key metric but so is having reoccurring revenue, and a foundation of people that you trust and value the business.

Reaccess Value & Readiness

Reaccess Value & Readiness

Reaccess Value & Readiness

This is a measurement that we review on a regular basis as it becomes a path on your journey to exit or keep growing. Our consultants provide the clarity and discipline to help you choose the best path. We take the time to evaluate your personal readiness both emotionally and financially.

Exit or Grow

Reaccess Value & Readiness

Reaccess Value & Readiness

The Exit destination is not a destination you just arrive at as much testing and dressing up the buyers picture needs to be done. We work with M&A Advisors and Business Bankers to go through a preview of interested parties and structures for buy out.

Our Expertise

Our Referral Partners

Value Builder Engagement

 Start your exit planning journey with Value Builder System™ Assessment tools. Whether you are ready to move onto the next chapter of your life today, or in the future, we give you access to the tools to help you take your next steps. 

Your Sellability Score

Value Builder Report

 If your ready to understand Exit Planning and where you can find areas to improve, our Value Builder System™ will guide you. Whether you are ready to move onto the next chapter of your life today, or in the future, we give you access to the tools to help you take your next steps. 

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Business Valuation

 Conducting an annual business valuation will help determine what factors to focus on in the interest of accelerating the value of your business. A valuation highlights areas of risk, shows what improvements have been made to the business, and most importantly, helps ensure the business owner’s goals are being met. Even if a business owner is not planning on exiting their business anytime soon, a business valuation to identify current markets is still a crucial step to take.

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