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Methodology

A documented method, not a sales pitch.

Every Exit Engine engagement follows the same five-phase pathway — Exit Readiness Scorecard, Value Study, Value Acceleration Map, Consulting, Go to Market. Each phase has defined inputs, deliverables, and gates — so you always know where you are and what comes next.

Five-Phase Pathway · DrawnFIG. 01 · SHEET 01 / REV B
01
Exit Readiness Scorecard
02
Value Study
03
Value Acceleration Map
04
Consulting
05
Go to Market
EXIT ENGINE · PATHWAYSCALE 1:1 · 32×32 · 1PX STROKE
  1. Free · 10 minutes

    Exit Readiness Scorecard

    INPUT: GUIDED QUESTIONNAIRE · GATE: READINESS BASELINE

    A free, guided self-assessment: readiness questions across nine dimensions buyers price against. You leave with a readiness score, a breakdown by domain, and the gaps a buyer's diligence would find — no obligation.

    • Readiness score
    • Nine-domain breakdown
    • Priority gaps
  2. Paid · 1–2 weeks

    Value Study

    INPUT: FINANCIALS, OPS DATA · GATE: SIGNED OPINION

    A three-method valuation (income, market, asset) backed by a quality-of-earnings review and a value-gap analysis. We quantify what the business is worth today, what it could be worth, and what specifically is holding the multiple back.

    • 3-method valuation
    • QofE summary
    • Value-gap analysis
    • Action plan
  3. Paid · 4–6 weeks

    Value Acceleration Map

    INPUT: VALUE STUDY · GATE: APPROVED PLAN

    We turn the Value Study into a date-driven plan: named milestones, named owners, quantified impact on multiple. Integrated with your CPA, attorney, wealth advisor, and any fractional CFO. Tracked on a live dashboard.

    • Milestone plan
    • Owner matrix
    • Live dashboard
  4. Paid · 3–12 months

    Consulting

    INPUT: VALUE ACCELERATION MAP · GATE: GO-TO-MARKET READY

    Execution. Financial cleanup. Customer concentration de-risking. Team and process documentation. Tax-structure optimization. We ship the gaps that buyers will price against — before the buyer ever sees the data room.

    • Financial cleanup
    • Ops upgrades
    • Tax structure
    • Diligence prep
  5. Go to Market · 6–12 months

    Go to Market

    INPUT: TUNED BUSINESS · GATE: CLOSE

    CIM, targeted buyer outreach, indications of interest, LOI negotiation, definitive agreements, and close coordination. Same team that quantified your value runs the deal. Net-after-tax, timeline, and legacy protected.

    • CIM & outreach
    • LOI negotiation
    • Definitive docs
    • Close