Exit Strategy Consulting
As an entrepreneur, exit planning is crucial to your financial future. With the stakes higher than ever and emotional ties to what you have spent years building, your exit is the final act that determines your legacy and the foundation for the next chapter of your life.
When Do You Need an Exit Strategy?
An exit strategy is a planned approach to transition ownership or finalize a situation to maximize benefit or minimize damage. Regardless of whether you are ready to transition out of your company or plan to scale and grow it, planning your exit strategy early on can help increase the value of your business, minimize stress and prepare you for whatever comes next.
The critical word to remember when planning your exit is “readiness”. While all exit opportunities are unique, all exits require three key components: owner readiness, business readiness, and market readiness.
Our Approach
Working with us means getting the care and attention you need for exit opportunities from experts on corporate strategy. There are a wide variety of paths you could take to exit your business.
Our consulting experience and skill make us experts in developing the strategy that best fits your situation and your goal. Our consultants can help evaluate these potential exit paths through the lens of what matters most to you and which route gets you to your WIN.
Read briefly about each component of our Exit Engineering® process to better understand true exit readiness.
Inside Sale
Outside Sale
Annuity
Liquidation
Why Are Exit Strategies and Exit Planning Important?
Planning your exit is a delicate balance of time, money, and energy. Without a proper exit plan, you won’t have a clear path to reaching your financial goals, and your company will be left with no direction, leaving everything you built on the line. To create financial freedom for yourself and establish a legacy, you need an exit strategy. The sooner you start thinking about your Win, the better your outcome will be.
Current Listings
Adaptable Commercial Construction Company #035301
In one of the most valuable real estate hubs in the nation, this West Coast commercial construction company has made a name for itself as a dynamic and adaptable operation, with a strong foundation in the public sector and a growing presence in private projects.
Low Voltage Cabling Contractor#087201
This established low-voltage cabling contractor presents a rare opportunity for acquisition. Operating since the early 1990s, the company has built a reputation for delivering expert voice and data cabling, audio-visual systems, and fiber optic installations.
Full Service Accounting, Tax, Advisory CPA Firm #087101
This small CPA firm, located in San Diego with a fully remote operation, presents a prime opportunity for investors looking to enter or expand in the financial services industry. Established more than two decades ago, this firm has evolved from a tax-centric business into a comprehensive CPA practice, expanding its services to include accounting for businesses, trusts, and exempt organizations.