Mon–Fri: 9am – 5pm  |  Weekends: By Appt. Only
Sell Your Business

Prepare Your Business for Maximum Value at Sale or Succession

A clear roadmap across 7 key areas to optimize your business performance, run without you, and command a premium when you sell.

Where to start

The Business Value & Readiness Assessment

In one or two personal sessions, we estimate what your business is worth today, pinpoint the risks holding that value down, and give you a clear roadmap — with resources — to build it toward a higher value when you sell.

1
Free Consultation

Start with a conversation

A no-cost, no-pressure talk about your business, your goals, and your timeline — and an honest read on whether we can help.

Get a Free Consultation
2
Develop Your Roadmap

See where you stand — and what it's worth

In one or two focused sessions you walk away with:

  • An in-depth evaluation of your strengths and weaknesses across all 7 key areas
  • A prioritized roadmap to raise your value
3
Run Your Roadmap

Do it yourself — or bring us in

The roadmap is yours to keep. From there, you decide:

  • Do it yourself — at your own pace, with our guides, worksheets & templates
  • Bring us in — we work the priorities with you and get you sale-ready
4
Sell Your Business

Tap into our network.

Access to our professional network to make your sale happen.

  • M&A Advisors & Brokers
  • Deal-ready CPAs
  • Transaction Attorneys
  • Bankers & Wealth Advisors
The 7 key areas: Financials & BooksClean, clear numbers a buyer can trust, that show your true earnings. Business PlanA simple, visible one-page plan so the whole team knows the direction and priorities. Team & RolesAn organizational structure with the right people in clear roles, and a backup for each — so it's less owner-dependent and ready for growth. Pricing & MarginsKnow which key work streams actually make money, and price for healthy margins. ScorecardA handful of key performance metrics specific to your business, reviewed weekly, so problems surface early. Meeting RhythmA light, predictable (weekly / monthly) meeting rhythm with the team and individuals that keeps everyone aligned and problems highlighted. ProcessesYour key ways of working — your standard operating procedures (SOPs) — documented and properly controlled, so your team is trained consistently and the business runs the same without you.
Self Assessment

See where you stand

No-pressure tools to gauge your value and readiness before you sell.

MaxBusinessValue™ Calculator

Business value & readiness

Enter your earnings and rate your 7 key areas — see your estimated value and how readiness moves it.

Calculate My Value

Exit Readiness Assessment

24 quick yes/no questions — with an instant readiness score and the gaps to close.

Take the Assessment

Can Your Business Run Without You?

An 8-question check on owner-dependence — the #1 thing buyers pay a premium to avoid.

Take the Quick Check
The advantage

What you gain

Questions

Exit planning FAQ

When should I start exit planning?

Ideally three to five years before you plan to transition — early planning gives you time to raise valuation, streamline operations, and build systems buyers love. If you expect to sell sooner, it's even more important to start now.

Can exit planning actually increase my valuation?

Yes. We target the specific improvements — operations, team structure, financial clarity, and risk reduction — that raise your multiple and lower a buyer's perceived risk. Both move the price.

What if I'm not selling any time soon?

Even without a sale on the horizon, this work improves profitability and gives you flexibility — so you're ready if the right offer or situation appears unexpectedly.

Do you work with family businesses and succession?

Absolutely. We help clarify leadership roles, reduce dependence on the current owner, and prepare the next generation for a smooth handoff.

Do you sell or broker my business?

No. We prepare your business for a high-value exit and partner with your broker or investment banker — making sure you're operationally strong, well-positioned, and diligence-ready.

Ready to exit on your terms?

Let's build a roadmap to increase your value and prepare for a profitable transition — on a timeline you control.

Get a Free Consultation