Exit Right exists to help business owners maximize the value of their companies and prepare for a smooth, profitable transition. Many owners only sell once in their lifetime, yet most approach the process unprepared—leaving money, control, and opportunity on the table. Our role is to change that.
We provide a structured exit roadmap, delivered in 90-day milestones, that aligns financial, operational, and strategic improvements with your exit objectives. This approach ensures your business is market-ready, attractive to buyers, and positioned to achieve the best possible valuation. From initial readiness assessments to confidential marketing, deal negotiation, and due diligence support, Exit Right brings clarity and structure to what is often a complex and overwhelming process.
Our team draws on extensive experience in finance, operations, and M&A across multiple industries. We work collaboratively with your existing (or bring our own) advisors, brokers, accountants, and legal teams to protect value and streamline the transition. Whether you plan to sell in the next 1–5 years or simply want to know how prepared your business is, Exit Right gives you the tools, insight, and confidence to exit on your terms.
SERVICE OVERVIEW
EXIT PREPARATION
NEGOTIATION & DUE DILIGENCE
EXIT PREPARATION
BUSINESS VALUATION
What is your business worth and how do you value it.
ROAD MAP
We provide a clear valuation strategy with fundamentally strong business performance using our 18 month road map broken down into 90 day action plans.
RETURN ON INVESTMENT
Implement a strategic plan for valuation growth as you prepare for a sale.
BUSINESS BROKER
NEGOTIATION & DUE DILIGENCE
EXIT PREPARATION
GET LISTED
Listing your business for sale with guidance and a clear strategy while maintaining confidentiality
BUY SIDE
Looking to buy a business, we will assist in sourcing & evaluating that business for you.
Business for Sale listings
FINANCING THE DEAL
Bank & Seller Financing
Employee Stock options
Banking relationships
NEGOTIATION & DUE DILIGENCE
NEGOTIATION & DUE DILIGENCE
NEGOTIATION & DUE DILIGENCE
We will provide assistance with Deal Structuring, Pricing Negotiations, Financing options and most importantly Due Diligence.
Due Diligence
We ensure you have comfort with the potential
- Buy/sell agreement clauses
- Tax risks
- Legal & litigation activities
- Banking / Investor relationships
- Customer quality concerns
- Cash flow realities
- Quality of the financial data provided
- Cultural alignment ensuring employee retention
WHY EXIT RIGHT?
Who do we work with?
Our specialized advisory service provides business owners with an expert partner to strategically position your company for a stronger exit. Acting as your business advisor, we show you how to maximize valuation, by optimizing your bottom line (EBITDA), all while ensuring organizational readiness. Our approach integrates leadership development, financial forecasting, organizational structuring, and targeted operational improvements to deliver tangible outcomes.
We work best with those that are looking to implement an actionable strategy plan to maximize their value before exiting and that want to have a clear understanding of the options available to them. Once a plan of action has been defined we work closely with you to execute on the initiatives and update the plan dynamically.
We also work with Buyers wanting a due diligence and readiness process that provides comfort that they have executed on a comprehensive due diligence process when acquiring a business.
What we do:
Operational success program
- Define & Execute on a clear business strategy
- Define an operational roadmap with measurable targets
- Improve your profits, EBITDA, cash flow, financing ability & ultimately your Business valuation
Business Valuation & Exit Strategy Development
- Conduct comprehensive valuation analysis focusing on EBITDA multiples
- Develop a tailored exit roadmap aligned with business goals
- Provide Alternative exit options
- Identify and capitalize on value drivers
Financial & Operational Optimization
- Enhance EBITDA through cost management, revenue growth, and efficiency improvements
- Implement robust financial forecasting and KPI tracking
- Develop cash flow strategies and working capital optimization
Organizational Structuring & Talent Development
- Streamline organizational structure for scalability and exit-readiness
- Leadership coaching and development for key executives
- Establish succession planning and talent retention strategies
Forecasting & Strategic Planning
- Long-term financial and operational forecasting
- Scenario planning to mitigate risks and maximize opportunities
- Metric-driven performance management
Governance & Compliance
- Evaluate and strengthen internal controls and governance frameworks
- Ensure compliance with industry regulations and standards
Relationship & Resources
Provide introductions to:
- Lawyers
- Banking
- M&A Relationships
Exit Readiness & Marketing
- Prepare comprehensive deal documentation and data room
- Identify potential buyers or partners
- Develop a compelling narrative for value proposition
Listing your business
- Prepare a confidential listing and get you listed on all major business listing platforms
- Run active marketing campaigns on social media, include you in our email contact list and network of interested buyers
- Connect with other Mergers & Acquisition parties interested in your business profile
Negotiation Preparation
- Establishing a presentation package
- A professional valuation presentation
- Data room for information sharing with non-disclosure & non compete agreements
Post Exit
- Due Diligence Support
- Post-Exit Transition Planning
- HR Policy & Culture structuring
YOUR ROADMAP
Our service model delivers a structured Road map as outlined below. This roadmap can & will be customized to your specific focus:
Phase 1: Discovery & Baseline
Objective: Understand the current state of the business and owner's personal/financial goals.
Key Activities:
- Owner goals & readiness assessment (personal, financial, business)
- Business attractiveness & readiness score (Value Builder, etc.)
- High-level financial review (EBITDA trends, cash flow, normalization needs)
- Risk & dependency assessment (owner, customer, key staff, legal, etc.)
- Exit option scan: sale, succession, MBO, ESOP, etc.
Deliverables:
- Exit Readiness Report
- Business Valuation Range Estimate
- Initial Gap Analysis (Value vs. Target)
- Prioritized Exit Plan Roadmap
Phase 2: Business Value Acceleration
Objective: Implement strategic changes that increase transferable value and reduce buyer risk.
🔹 Quick Wins & Risk Reduction
- Improve financial reporting & KPI dashboards
- Identify and reduce owner dependency
- Legal structure & IP audit (with lawyer)
- Customer & revenue diversification plan
- Systematize key processes
🔹 Growth & Transferability
- Build recurring or contracted revenue
- Deepen leadership bench (org chart upgrades)
- Solidify vendor/supplier agreements
- Document key SOPs
- Begin pre-due diligence cleanup
🔹 Strategic Positioning
- Market positioning and brand polish
- Build sell-side data room (financial, legal, HR, ops)
- Prepare CIM (Confidential Information Memorandum)
- Optional: initiate silent buyer outreach for market feedback
Deliverables:
- Operational Risk Reduction Report
- SOP Library (optiona)
- Strategic Positioning Brief
- Pre-Due Diligence Data Room
Phase 3: Go-to-Market & Transition
Objective: Prepare for and execute transition or sale process.
🔹 Go-to-Market Strategy
- Finalize valuation expectations
- Shortlist and engage potential advisors (M&A, broker, lawyer, etc.)
- Go-to-market strategy aligned with ideal buyer profile
- Launch soft or formal buyer outreach (if applicable)
🔹 Transaction & Transition Readiness
- Support due diligence preparation
- Structure earn-outs, vendor financing, tax planning (with external advisors)
- Ownership transition planning (timeline, communications, HR)
- Post-exit wealth & life planning facilitation (optional)
Deliverables:
- Exit Execution Plan
- Buyer Pack (CIM, Financials, Forecasts)
- Due Diligence Checklist & Tracker
- Transition Playbook
Ongoing Tools & Support
Throughout the engagement:
- Monthly check-ins & steering meetings
- KPI & valuation tracking dashboard
- Advisory coordination (lawyers, brokers, CPAs, etc.)
- Customized document templates
Exit Planning Best Practices Embedded
- Align personal & business goals
- Focus on transferable value drivers
- Reduce dependency & concentration risks
- Prepare for due diligence in advance
- Control the timeline — don’t be forced into a reactive sale
- Enable a smooth post-exit transition for all stakeholders
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