Multiply Your Exit Options
Exit Planning That’s Structured, Strategic, and Worth Every Dollar
When you're ready to sell, transition, or step back from your business, the right plan doesn’t just prepare you—it multiplies your options and your value
Our Exit Planning service is not a surface-level report, its not copy work. It's a fully integrated, multi-phase process designed to uncover your goals, evaluate your options, and deliver a clear, actionable path to execution-whether your timeline is 12 months, 5 years, or 25+.
Total Exit Planning aligns and simplifies every plan, document, and decision that matters to your exit.
From our custom plans, $18K Premium Support Plan, to our $12K Standard Plan... each is designed to deliver strong value- not inflated costs.
You won’t get scattered advice. You’ll walk away with one integrated plan, clear advice, transparent pricing, and real support.
Advanced Integrated Exit Planning & Coordination
These are typically integrated within the exit planning process.
Separate but synchronized so that the plans do no interfere with each other.
Work done in isolation is more expensive, causes more rework, and often causes pain later.
Contingency Planning
Emergency preparedness (e.g., death, disability, divorce)
Key person risk mitigation
Leadership Succession Planning
Identification and development of next-gen leadership
Transition of responsibilities before ownership transfer
Ownership Succession Planning
Structuring the sale/gift of equity
Internal vs external transfer pathways
Financial Planning (Owner Personal)
Post-exit income planning
Asset diversification and withdrawal strategies
Tax planning for wealth transfer
Business Continuity Planning
Keeping the business running during unplanned exits
Operational and client continuity
Estate & Legacy Planning
Coordinating trusts, wills, gifting strategies
Generational wealth transfer
Business Valuation & Value Gap Analysis
Estimating current value
Identifying shortfalls in desired vs actual business worth
Value Growth Planning
Creating a roadmap to increase intrinsic business value
Operational, financial, and strategic improvements
Deal Structure & Tax Strategy Planning
Entity restructuring pre-sale
Tax minimization through deal structure (stock vs asset sale, etc.)
Strategic Design & Business Planning
Often framed as "Strategic Planning" or “Management By Objectives”
Complementary Planning Areas That Should be Integrated or Coordinated.
These are often marketed as separate services but integrate closely with exit planning:
Work done in isolation is more expensive, causes more rework, and often causes pain later.
Tactical Growth to Exit Planning
Often framed as "Growth-to-Exit" or “Acquisition Readiness”
M&A Readiness / Sell-Side Preparation
Preparing for due diligence, buyer interviews, CIMs, LOIs
Governance Planning
Shareholder agreements, buy-sell provisions, board continuity
Management Incentive Plan Design
Phantom stock, stock options, profit interests, etc.
Equity Planning & Capital Restructuring
Reallocating ownership, recapitalization, investor realignment
Exit Option Evaluation
Third-party sale, family transition, ESOP, MBO, recap, etc.
Transaction Readiness & Representation
Preparing for and managing the deal process itself
Can include quality of earnings (QoE), due diligence readiness
Post-Sale Life Design & Purpose Planning
Personal visioning, coaching, and purpose beyond the business
Team Alignment & Communication Planning
Ensuring internal and external stakeholders are clear on the process
Philanthropic & Impact Planning
Charitable strategies (DAFs, CRTs, etc.) tied to exit liquidity
Exit Planning Advisory Services
You’re not selling a product. You’re transferring a living, breathing business.
We’ll help you make that transition smoother, smarter, and more valuable.
For business owners withing 5 to 10 years of exit. Most owners wait to long... but it can take 3 years to get a business ready for sale or transfer, it can take a year to sell it, and there are ways to massively save on taxes if you start 5, 7, or 10 years out. Your options are limited the longer you wait.
The Standard Exit Plan™ $12,000 engagement gives you clarity, direction, and a fully customized exit plan and map you can move on right away.
We’ll help you:
Understand your best exit options
Spot what’s holding your business back
Get a detailed plan to protect your wealth and boost business value
This isn’t just coaching. It’s a full roadmap, built with your team in mind and coordinated with your legal and financial advisors. So when the time comes to move on, you’re ready-and confident.
CBEC® CEPA®
Advanced Exit Planning+
If you're planning to exit your business in the next two years, this engagement is built for you. We help you sharpen your business, reduce risks, and walk into the transition with a clear, confident plan.
For $24, 000, Here’s what you get:
A full business review to identify value gaps and quick wins
Clarity on the exit options that fit your timeline and personal goals
Readiness assessments—both for you and your business
A focused action plan with real steps to improve value and avoid mistakes
Coordination with your CPA, attorney, and financial team to keep everything aligned
This is a deep-dive engagement designed for owners who can’t afford to guess. You get strategy, structure, and next steps-so you’re not just hoping things go well... you're making sure they do.
Late Stage Enhance & Exit™
Exiting Within Next 24 Months?
