Consulting
Consulting is the execution phase of Exit Engine's five-phase pathway. We close the value gaps that drag your multiple — financial cleanup, customer concentration, ops, tax structure, diligence prep — before any buyer ever sees the data room.
Ship the gaps. Tune the engine.
Consulting is where most of the value is created. The Value Acceleration Map is the plan; Consulting is the work. We bring specialists in across financial, ops, tax, legal, and team disciplines and run a coordinated program against your milestone plan until your business is genuinely diligence-ready.
Workstream depth
Reporting cleanup
Accrual conversion, normalized EBITDA, KPI dashboards, monthly close discipline.
Process documentation
SOPs for top processes, role definitions, vendor contracts, system-of-record cleanup.
Concentration de-risk
Diversification programs, contract length extensions, recurring revenue conversion.
Structure optimization
Entity structure, QSBS positioning, working-capital planning, state-residency review.
Reps & warranties prep
Contract refresh, IP assignments, employment agreements, indemnity exposure review.
Owner-dependence reduction
#2 in seat, documented authority, key-employee retention, transition planning.
Cadence
- WEEKLY
- Standup with the workstream owners.30 minutes. Status, blockers, decisions. Dashboard updated.
- MONTHLY
- Owner review.Multiple-impact tracking, plan adjustments, advisor coordination.
- QUARTERLY
- Readiness re-test.Refreshed Scorecard scoring against benchmarks. Go-to-market gate decision.
Consulting ends when readiness scores cross our go-to-market threshold and the gaps that would generate diligence retrades are closed. Not before. We don't push to market on a calendar — we push when the engine is tuned.
Questions owners ask about Consulting.
What is Exit Engine Consulting?
Consulting is the execution phase of Exit Engine's five-phase pathway. Specialists across financial, operations, tax, legal, and team disciplines run a coordinated program against your Value Acceleration Map until the business is genuinely diligence-ready.
How long does Consulting last?
Three to twelve months, depending on the size and number of gaps in the Value Acceleration Map.
What do I need before starting?
An approved Value Acceleration Map. Consulting executes that plan; it does not start from a blank page.
What is the working cadence?
A weekly 30-minute standup with the workstream owners, a monthly owner review of multiple-impact tracking and plan adjustments, and a quarterly readiness re-test against benchmarks that doubles as the go-to-market gate decision.
When does Consulting end?
When readiness scores cross the go-to-market threshold and the gaps that would generate diligence retrades are closed. Not before, and not on a calendar.
Do I have to go to market when Consulting ends?
No. Some owners keep operating a business that is now more valuable and less dependent on them. Going to market is your decision at the gate, not a condition of the engagement.
What kind of work is typically involved?
Accrual conversion and normalized EBITDA, SOPs and role definitions, customer-concentration diversification, entity structure and QSBS positioning, contract and IP refresh, reps-and-warranties exposure review, and key-employee retention and transition planning.
Will you work with my existing CPA and attorney?
Yes. Exit Engine coordinates with the advisors already in the room and does not re-perform tax, legal, or investment work they have produced.