Home / Our Process
Methodology

A documented method, not a sales pitch.

Every Exit Engine engagement follows the same five-phase pathway. 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
Scorecard
02
Business Value Report
03
Value Acceleration Plan
04
Consulting
05
Brokerage
EXIT ENGINE · PATHWAYSCALE 1:1 · 32×32 · 1PX STROKE
01
Free · 5 minutes
Scorecard
INPUT: 9-DIMENSION QUESTIONNAIRE · GATE: READINESS BASELINE

A 5-minute self-assessment across financial, ops, customer, team, legal, tax, market, owner, and risk dimensions. You leave with scores, flags, and a prioritized action list — no documents, no obligation.

Readiness scorecardRisk flagsPriority actions
02
Paid · 1–2 weeks
Business Value Report
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 valuationQofE summaryValue-gap analysisAction plan
03
Paid · 4–6 weeks
Value Acceleration Plan
INPUT: BUSINESS VALUE REPORT · GATE: APPROVED PLAN

We turn the Business Value Report 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 planOwner matrixLive dashboard
04
Paid · 3–12 months
Consulting
INPUT: VALUE ACCELERATION PLAN · 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 cleanupOps upgradesTax structureDiligence prep
05
Brokerage · 6–12 months
Brokerage
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 & outreachLOI negotiationDefinitive docsClose