Exit Readiness
If you’re thinking about an exit, start with clarity.
When you’re ready, our valuation expert leads the financial and transaction strategy, supported by a Certified Exit Planning Advisor who ensures your business remains strong, documented, and transferable every step of the way.
NEXT LEVEL EXPERTS FOR A SUCCESSFUL EXIT
Erin Cece, MBA, MS, CEPA
Strengthens and documents operational systems; ensures readiness and continuity.
Charles Bedard, Director of M&A Strategy & Deal Advisory
Leads valuation, buyer strategy, and transaction support.
Next Level Exit Preparation
Audit Value
A successful exit planning starts with a Gaps Workshop.
Before we discuss buyers, valuation, or timelines, we begin with a Gaps Workshop: a structured readiness assessment across your people, systems, processes, and performance.
It identifies where your business is already strong, where risk remains, and what needs to be addressed before you move toward a sale.
Quantify Value
When you’re ready, we bring in our valuation and exit specialist to guide the financial modeling, buyer outreach, and transaction process, while we continue supporting behind the scenes to maintain operational integrity through diligence and handover.
Realize Value
Whether you’re planning to exit this year or just exploring options, our process builds the foundation for a smoother, more confident transition.
Deliverables include:
Operational documentation and SOPs for due diligence
Leadership and succession continuity plan
Financial and performance dashboards for valuation prep
Coordination between operations, finance, and legal teams
Operational support through diligence and buyer transition
Outcome:
A company that’s not only profitable, but prepared, backed by a an operational foundation buyers trust.
Your best exit starts with operational readiness.
If you’re considering an exit, start with the Gaps Workshop.
It’s the first step to understanding where your business stands today, what’s holding back valuation, and how to fix it before you enter the market.