When a client says "I might sell in a few years," the work that determines what they take home starts immediately — not at LOI. Exit Engine plugs into your existing advisor team to engineer the valuation, the structure, and the readiness, so when the deal closes you've protected the relationship and the outcome.
We coordinate with the advisors already in the room. Here's how each relationship typically fits.
You know the financials inside out. We translate them for buyers, surface adjustments, and run a deal-grade QofE so the diligence call doesn't surprise anyone.
Our pre-LOI work shrinks the surface area of the negotiation. Reps & warranties, working-capital pegs, and indemnity structures all benefit from the diligence we've already done.
We optimize for net-after-tax and timing in coordination with the wealth plan you've already built — pre-transaction trusts, charitable structures, liquidity sleeves, and post-close investment policy.
You're already inside the business. We bring the playbook for the one transaction the company will run — and we give you the value-gap analysis that justifies the projects you've been pushing for.
Every partner referral follows the same path. You always know what we've said, what we've sent, and where the relationship is.
You introduce us by email or phone. We confirm fit before any client conversation — sometimes the answer is "not yet" and we tell you why.
We produce the Business Value Report — a three-method valuation with the value gaps and diligence risks quantified. You receive a copy of the report when the owner does.
You, us, the owner. We walk the Business Value Report together — the valuation, the value gaps, the diligence risks — and decide the highest-impact next steps.
If we proceed, your role is named in the Value Acceleration Plan. You see every deliverable. You stay primary on the relationship, before, during, and after close.
A short intro is enough. We'll come back to you within one business day to confirm fit before reaching out to your client.
If you'd rather start with a 15-minute call to walk through a situation, that's the fastest path. No client name required to get on the call.
We do not split, reduce, or take any portion of the fees you invoice your client — those are yours entirely. The only payment we make to a partner is a negotiated success fee share, agreed upon in writing before engagement begins. We earn the next referral by doing the work well.
That's most of who we see — and the Business Value Report is built for them too. Knowing what the business is worth today, and exactly where the value gaps are, lets an owner build a more valuable company whether or not they ever sell. A higher-value business isn't only a better exit; it's a better-run, more profitable business in the meantime. We tell owners plainly when the timing isn't right to go to market, and the report gives you a reason to revisit the conversation down the road with new data.
No — and it's in writing on every engagement letter. Our scope is the exit transaction. Tax compliance, legal counsel, and wealth management stay with you. At close, the owner returns to your relationship as a post-transaction client.
Yes. We'll prepare a co-branded one-pager and a co-branded version of the Business Value Report on request. Email partners@exit-engine.com with your firm logo and we'll turn it around in two business days.
A broker takes the listing as-is and runs the deal. We invest in pre-go-to-market work — valuation, value-gap, tuning — so the business commands a stronger multiple when it lists. The same team that engineered the readiness runs the transaction. Zero handoff.
Start with a 15-minute partner call — or send the intro through the form above. We'll come back to you within one business day.