Our Process
Your Perfect Exit Starts Here
1. Exit Consult
Your exit journey begins with a free exit consultation. We know you’re busy – so are we! And that’s why we promise to pack as much value into our 15-minute call as possible.
We’re a full-service exit advisory and can run the sales process for you when you’re ready to exit. Here’s a little info on us in the meantime.
- Team track record of over 1,000 deals completed with typical transactions ranging $1mm – $400mm.
- Buyers have ranged from strategic to financial to family office, private equity, corporate and public entity buyers. Acquiring entities have included Blackstone, KKR, Principal, Pinnacle, Silver Oak, and many other well-known multi-billion dollar PE funds.
Take advantage of this wealth of knowledge and experience and book your free consult today.
2. Valuation
Next, we gather some information about your business and give you a free, professional valuation. We do an in-depth analysis of your business to provide you with the most accurate valuation we can. At this point, you’ll understand what an exit would look like to a strategic and a financial buyer. And with this knowledge you’ll be able to make an informed decision about whether you want to exit now or in the future. Either way, you’ll know what your business is worth.
3. Exit Plan
Armed with the knowledge of what your business is worth, we can help you prepare an exit strategy. Does the valuation excite you? If so, then we can help you say Hello to your perfect Exit. If not, do we need to look for a strategic buyer? Or maybe put a plan in place to exit 6 – 24 months from now after executing growth strategies and increasing your valuation. We’ll explore all of this together and create your exit plan.
4. Hello Exit
Finally, when you’re ready to exit, we get to work running an end-to-end sales process for you. This is a 12-step process (with a multitude of sub-steps) that takes your business from preparing the marketing package all the way through to cash in your bank account. You’ll benefit from a process that’s been refined to a science. We take care of everything and ensure your exit goes as smoothly as possible.
Let’s hop on a quick call to discuss the timing and prospects of an exit based on your goals and the current state of your business. Schedule your free exit consultation today.
You're guaranteed to come away from the call with:
Clarity about your business
Knowledge of the landscape
A high-level exit plan
A rough valuation
Actionable insights
Specific next steps
Testimonials