Why prepare now
The moments this conversation actually starts.
Owners rarely wake up and decide it is time. Something happens. The list is short and the outcomes are predictable.
An unsolicited offer arrives
A partner wants out
An employee asks about equity
A health event forces the timeline
You start counting the years
A peer sold, and now you wonder
Preparation is what changes the outcome, whichever moment arrives.
Fig · 05 / The Triggers
The full picture
Preparing for an exit can be complicated.
An example of what a full process looks like from start to finish. Click through each phase to see the steps that may be included in preparing to go to market.
Phase 1 · Pre-Season
The Strategic Plan
A 2 to 3 month sprint. Learn the business in detail, find the gaps a buyer would price against, and hand you the game plan.
Illustrative only. Tailored to each business.
Our model
However you want to work, we support it.
We are meant to be the step before you go to market.
The routes
For business owners considering the following exit routes:
The right route depends on what you want next, what your business will support, and who is willing to pay.
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