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Five-Phase Pathway

How we help you exit.

Exit Engine moves owner-led businesses from valuation through close with measurable discipline across financial, operations, legal, tax, and wealth planning disciplines.

1
Scorecard
Free · 5 min
2
Business Value Report
1–2 weeks
3
Value Acceleration Plan
4–6 weeks
4
Consulting
3–12 mo
5
Brokerage
6–12 mo
Why This Matters

Most owners get one shot at their exit.

The M&A industry is built to serve the transaction, not the seller. Owners walk in with less preparation, less information, and less leverage than the other side of the table. Exit Engine invests in pre-go-to-market work to engineer better outcomes — so when you do go to market, you go from a position of strength.

9
Dimensions assessed in every engagement
5
Specialist disciplines, one shared plan
1
Side of any deal we represent — never both
0
Handoffs between advisory and brokerage
Engineered, end to end

From assessment to close.

PHASE 1Free
Exit Readiness Scorecard
Know where you stand.
  • Readiness scores across 9 dimensions
  • Risk flags and priority actions
  • No documents, no obligation
Learn more →
5 MIN
PHASE 2
Business Value Report
Know what you're worth — and what's holding it back.
$1,500
  • Three-method valuation
  • Value-gap analysis with quantified impact
  • Prioritized action plan
Learn more →
1–2 WEEKS
PHASE 3
Value Acceleration Plan
Turn your Business Value Report into a date-driven plan.
From $7,500
  • Date-driven milestones with named owners
  • Live progress dashboard
  • Advisory integration with your existing team
Learn more →
4–6 WEEKS
PHASE 4
Consulting
Close the gaps that drag your valuation.
Pricing on request
  • Financial cleanup and reporting upgrades
  • Operations & concentration de-risking
  • Diligence preparation
Learn more →
3–12 MO
PHASE 5Brokerage
Brokerage
Go to market with confidence.
Success fee
  • CIM & targeted buyer outreach
  • LOI negotiation, deal structure protection
  • Close coordination across your advisor team
Learn more →
6–12 MO
Our Core Principles

How we think about exits.

Specialist team, one plan

No handoffs, no gaps.

Legal, tax, financial, and operational specialists working from a shared strategy — one coordinated team executing one plan from valuation through close.

Owner-goal optimization

Net-after-tax. Timing. Legacy.

Your exit is planned around your goals — not what's fastest to close. We optimize for what you take home and what you leave behind.

Programmatic readiness

Engineer the gaps, not patch them.

We close the value gaps before you go to market — not during diligence when a buyer has leverage. Preparation is the advantage.

Not sure where to start?

The Exit Readiness Scorecard is free, takes under 10 minutes, and gives you immediate clarity on your exit position.

Or book a 20-minute discovery call →