Our Services

We should talk, whether you want to sell your business now or five years from now. Exit Engine partners with business owners looking to sell their business within a 1-to-5-year timeline. Providing a comprehensive suite of services, our team can accommodate every facet of the exit process, from pre-sale education and planning to take your business to market, negotiating terms, and navigating the sale of your business for top dollar. We’re with you every step of the way.

Pre-Sale Education

Annual Market Value Study

We will prepare an annual market value study so you can measure your growth and progress toward your exit goals.

Annual Market Value Study

We will work with you to complete a comprehensive questionnaire to determine an Exit Readiness Score, which will help you identify when you are ready to go to market.

Quarterly Training Webinar

You will have access to a quarterly webinar training session on different aspects of the M&A process and how to prepare your company to maximize your exit value.

Monthly Curated Newsletter

You will receive a monthly newsletter with carefully curated recommendations, tools, and educational resources to help you prepare an exit on your terms.

Pre-Sale Custom Exist Roadmap

Includes Everything in the Pre-Sale Education Module

Creation of a Custom Exit Roadmap

We will prepare a detailed analysis of the company in 4 areas of exit readiness:

Business and Personal Finance
Legal
Accounting & Tax
Business Operations

The Exit Roadmap will provide a sequential plan for business action items and benchmarks to accelerate exit readiness and maximize your business’s valuation.

Quarterly Accountability Calls

We will hold quarterly accountability calls to ensure progress will be made along the Exit Roadmap.

Maintain and Organize Data Room

We upload, organize, and maintain a cloud storage data room with restricted access to simplify and make smooth your exit.

Exit Story Creation

We will work with you to create an Exit Story to prime the pump for maximum interest in your business when you go to market.

Business Sale

Search

We will research potential buyers of your business through a combination of research tools and our vast networks of buyers. You will have an opportunity to review the buyer target list and eliminate any potential conflicts, and then we will contact the buyers.

Marketing Materials

We will prepare a detailed presentation package to distribute to potential buyers of your business. Our delivery of these materials will inform the buyers you are professionally represented and provide the buyer with the necessary information to make an informed and competitive offer.

Respond to Inquiries

We will respond to questions and provide preliminary responses to buyer requests for data. This may also include scheduling calls and meetings with you and selected management team members.

Solicit Offers

The marketing process will ultimately lead to soliciting offers from the interested parties that have responded to the outreach. We then set offer deadlines.

Exit Proceeds and Tax Analysis

We will create an after-tax exit proceeds model to compare various offers and inform future negotiations.

Value Negotiation

We will assist buyers with their development and presentation of a Letter of Intent (LOI) that will describe all terms in detail. We will work with you to determine value metrics the Buyer uses in establishing their offer price and terms.

Tax Structuring

Reduction in tax consequence for a transaction is determined at the LOI stage. We will coordinate with your trusted tax and legal professionals (or introduce you to ours) to assess your current tax structure and basis to determine the ideal selling structure.

Response to Buyer’s Quality of Earnings Process

We will coordinate all responses to due diligence performed by the Buyer. Our team reviews diligence response items to avoid conflicting information that could otherwise allow a Buyer to propose price reductions or altered terms.

Maintain and Organize Data-Room

We create a dual-level diligence response with a Seller-only “Sandbox” for gathering diligence response items. We then upload, organize, and maintain a cloud storage data room with restricted access provided to the Buyer.

Legal Representation and Document Assistance

You will need to engage an attorney to review the buyer’s first draft of legal documents and represent you in negotiating these definitive agreements. And while selecting an experienced attorney is important, we are also conscious of the fees they charge. Our services complement their expertise while allowing them to remain efficient and allowing you to stay on good terms with a buyer.

Schedules

We will take the lead role in preparing these schedules on behalf of your company, including gathering necessary information and coordinating with your attorney to incorporate these schedules into the definitive agreement. This saves your attorney’s time with the schedules and reduces related fees.

Closing

We will identify and calculate all closing adjustments and closing pay-offs, instruct all wire transfers, and direct bank funding in the final flow of funds