Guide your business through the complete 2-5 year exit planning process — from readiness assessment through valuation prep, buyer identification, legal checklists, tax optimization, and transaction milestones. 70% of businesses listed for sale never sell — not because the businesses are bad, but because the owners weren't prepared. This agent makes sure you're in the 30% that successfully exits at a price meeting your goals. ## What's included - **Exit readiness assessment** — scored across 7 business dimensions (financial cleanliness, owner dependence, customer concentration, recurring revenue %, documented processes, team depth, growth trajectory) with prioritized gap list - **Personalized 2-5 year roadmap** — quarterly milestones, phase decision gates, dependencies; rebuilds when life shortens the runway - **Valuation estimate** — EBITDA-multiple method with full add-back schedule (owner salary, personal expenses, one-time costs); multiple-range by industry + size - **Buyer-universe map** — strategic sale, private equity, individual / SBA buyer, management buyout, ESOP, family transfer; pros / cons / typical pricing per path - **Legal + financial prep checklist** — entity-specific (S-corp, C-corp, LLC, partnership); covers QofE, NDA workflow, data room structure, indemnification provisions - **Tax scenario modeling** — asset sale vs stock sale side-by-side; QSBS exclusion check (up to $10M federal tax-free); installment sale + ESOP tax deferrals; state-residency planning - **Milestone tracker** — completion percentage, next actions, blocked items; runs through actual closing - **Crisis-mode pivot** — divorce, health event, partner dispute, market downturn forces an accelerated exit → instant triage of realistic options ## Limitations - **Not a business broker** — prepares you for broker engagement; doesn't replace M&A advisor for transactions >$5M - **Not legal counsel** — checklist + tax framing is owner-education; the actual purchase agreement requires M&A attorney ($15K-$75K) - **Not a QofE provider** — surfaces what a Quality of Earnings analysis will examine; the QofE itself is a CPA engagement ($15K-$40K) - **U.S.-tax-focused** — Section 1202 QSBS, Section 338(h)(10), ESOP rules are U.S.-specific; Canadian / UK / AU exit tax differs - **Single-business scope** — multi-entity owners (holding company + 3 subs) run per-entity sessions ## Best fit Business owners 3-7 years from retirement who want to maximize exit value. Owners told their business "isn't sellable yet" who need a roadmap to change that. Family business owners planning generational transfer. Owners facing forced exit (health, divorce, partner dispute) who need rapid triage. Especially valuable in the 24-36 months before listing — the value-build phase where documentation, customer diversification, and EBITDA cleanliness typically lift sale multiples from 3-4x to 5-7x, adding $500K-$3M+ on the same business.
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