Prepare to Sell

Exit

Buyers pay for clean books, provable margin, and a business that runs without you. The Exit Path is a twelve-month program to get all three in place before you go to market.

This one we run with you, not for you.

This is for you if

  • You're thinking about selling in the next one to three years
  • The business depends on you being there every day
  • Your books would not survive a buyer's diligence
  • You want to know your number before someone else names it
What we watch

The numbers that define progress on this Path.

You don't have to invent these. They come loaded with the Path, and we tune them to your business and set your targets. Wondering what that means for your data? Here's what actually happens to it.

Owner dependency and key-person risk
Normalized earnings and add-back quality
Customer concentration
Documented process coverage
Financial record readiness for diligence
What you get

A twelve-month roadmap with quarterly milestones, run alongside you rather than handed over.

How it works

Your data in. Your next move out.

1

Discovery Call

We learn your business: your goals, your bottlenecks, and the data you already have in QuickBooks, your POS, and spreadsheets.

2

Choose Your Paths

Together we lock in the 2–3 outcomes that matter most this year: more profit, healthier cash flow, or a business that's ready to sell.

3

Reverse-Engineer the KPIs

We work backward from each goal to the exact metrics that prove progress, wired straight to your existing data. No manual entry.

4

Your Owner Briefing

Every cycle, your engine turns that data into a plain-English brief: what changed, what it means, and the moves to make next.

5

Progress on Repeat

You act, we measure, the goal gets closer. Each briefing builds on the last, so your momentum compounds.

What it costs

Priced to the size of your business.

Custom, built around where you are in the process and what you are aiming at. Scoped together on your call.