pREPARE FOR exit and life after the business

YOUR CERTIFIED GUIDE TO A SUCCESSFUL transition

“The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.”
— Bo Burlingham, Finish Big

PREPARE FOR EXIT

IT’S BUSINESS PLANNING AND A PERSONAL PROCESS

Preparing for exit is business planning. It is also personal and emotional as it involves identity, values, and purpose in life after the business.

ExitReadiness® ADVISOR™

The knowledge needed to design an effective exit strategy is easily accessible from various sources, including Chat GPT. Our Certified Exit Planners use this knowledge to assist business owners in overcoming the procrastination that often arises from the personal challenges involved in exiting their business.

ExitReadiness® BUSINESS CONTINUITY™

Create or review your plan for business continuance during unexpected events of death and permanent incapacity.

WILL YOUR BUSINESS CONTINUE IF YOU DO NOT?

PREPARE FOR LIFE AFTER THE BUSINESS

75% OF OWNERS ARE UNHAPPY WITHIN TWO YEARS OF LEAVING THE BUSINESS.

Purpose and meaning are essential for a happy life after the business. We can help prepare for a successful “next act”.

ExitReadiness® NEXT ACT™

We will guide you through a process designed to help explore new horizons, passions, and interests to live a life of purpose and meaning after the business.

PREPARE THE BUSINESS

IS YOUR BUSINESS TRANSFERABLE?

Business Owners who build a transferable or sellable business have more exit options. We offer performance solutions to strengthen key drivers of a transferable business.

IS YOUR “FINANCIAL HOUSE” IN ORDER?

ExitReadiness® CASH FLOW™

Strong cash flow and financial performance are essential for building transferable or sellable business value.

ARE YOU CONSIDERING A NEW PARTNERSHIP?

The Partnership Charter

We can help you discuss and document all issues that impact a partnership and future success.

DO YOU HAVE A NEXT LEVEL MANAGEMENT TEAM?

ExitReadiness® NEXT LEVEL™

Building a transferable business requires a Management Team that can take your business to the next level of growth and scalability.

PREPARE YOUR SUCCESSOR

IS YOUR SUCCESSOR READY TO BE AN OWNER?

When transferring a business to key employees or family members, their preparation for ownership is essential for future success. We can help.

ExitReadiness® NEXT GEN™

We can help ensure your successor's success and help owners transition their roles.

ARE WE A GOOD MATCH FOR YOUR EXIT PREPARATION?

1- ASSESSMENT

Click the START HERE button below to complete our 15-minute Exit Assessment. You will receive a 12-page report scoring you in four key planning categories: Finance, Planning, Revenue/Profitability, Operations. We do not ask for confidential information.

2 - CHAT

After reviewing your exit assessment, we’ll invite you to book a complimentary, obligation-free virtual meeting to review your assessment report. This helps us understand your exit readiness and ensure we’re a good match for what you want and need.

3 - PROPOSAL

If we believe we can partner with you in achieving your goals, the next step will be to provide a customized proposal with pricing for your consideration.

exit planning conversations with subject matter experts

Listen in as hosts Pat Ennis, CExP, and Walter Deyhle, CPA, discuss essential topics about planning a successful exit from your business with various subject matter experts.

BLOG POSTS

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Owners Think Differently
Pat Ennis
Owners Think Differently
Pat Ennis

Up until a successor takes over as an owner, they have typically only ever been an employee.  Therefore, it is critical to help them begin adopting an Owner’s Mindset prior to handing over the keys.

Owners and employees generally think differently.  I remember when I first became the owner of a company.  I co-owned a restaurant development company, where developed our own restaurant chain and also developed a territory for a national franchise.

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Pat Ennis
How Can My Employees Buy My Business?
Pat Ennis
How Can My Employees Buy My Business?
Pat Ennis

In some cases, employees are capable of successfully operating a business, but lack the capital to acquire it. This may become the last resort for a seller, who takes a note rather than close the doors. This approach leaves the seller in the role of silent partner, hoping that the employees can maintain the business well enough to pay the debt.

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Pat Ennis
The Hidden Gap in Business CONTINUITY Planning for Partner Disability
Pat Ennis
The Hidden Gap in Business CONTINUITY Planning for Partner Disability
Pat Ennis

In business succession planning, preparing for an owner’s death is standard, with buy-sell agreements outlining the steps to take. However, a partner’s permanent disability—a more likely scenario—is often overlooked, leaving businesses exposed to financial, legal, and operational risks.

Without a clear plan, a disability can disrupt ownership, strain cash flow, or lead to disputes. Disability Buy-Out (DBO) insurance addresses this gap by funding a buy-sell agreement when an owner becomes permanently disabled.

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Pat Ennis
Three Delegation Priorities for a Smooth and Profitable Exit
Sarah Goelitz
Three Delegation Priorities for a Smooth and Profitable Exit
Sarah Goelitz

If you're a business owner planning to exit, one thing you must master to ensure a smooth transition and maximize your business’s value is delegation.

Too many management teams, and the businesses they run, are overly dependent on their owners. This type of dependency can deter potential buyers or significantly reduce valuation. 

Delegation isn’t just about offloading tasks; It’s about building a self-sustaining organization. Below are the top three areas to focus on as you prepare to exit.

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Sarah Goelitz