Plan now and exit on your own terms and conditions

 
Pat & Corby were incredibly helpful in the successful sale of our business. They also helped us prepare for all of items we just didnt know that we needed to do to prepare for our future and a successful retirement plan. This was an incredible experience.
— Client Quote

Get a FREE exit readiness report

 

Complete our 22-question exit readiness assessment and receive a report with exit readiness scores in the following key planning areas:

Finance: The current state of preparedness in understanding business value and tax issues.

Planning: Current progress in preparing successors, emergency plans and a post-ownership vision.

Revenue/Profit: A look at how business trends will appear to potential buyers and lenders.

Operations: The preparedness of your client's employees, systems and processes for new leadership.
 

 

 

ExitReadiness® BASEPLAN

Is right for you if...

  • You don't know how to start planning for your exit.

  • You're within 1-10 years of exiting.

  • You need help clarifying goals and your ideal exit route.

  • You want to know if your business is sellable.

  • You want to know where the gaps are in your personal and business readiness for the exit route you’ve chosen.

  • You want a 90-day plan for action.

  • You want 10 hours of coaching & consulting with a Certified Exit Planner.

Our Certified Exit Planners will assess readiness and produce a 90-Day Action Plan.

 
The personal commitment that we received from Pat & Corby was way beyond what we expected.
— Client Quote

Learn more about the BASEPLAN Process


ExitReadiness® PROJECT MANAGEMENT

 

Is right for you if...

  • You don't know how to start planning for your exit.

  • You're within 1-10 years of exiting.

  • You need help clarifying goals and your ideal exit route.

  • You want to know if your business is sellable.

  • You want to know where the gaps are in your personal and business readiness for the exit route you’ve chosen.

  • You want a comprehensive plan designed and implemented by experienced advisors.

  • You want a trained Certified Exit Planner to act as Project Manager in establishing and coordinating your team of required experts.

Engage our Certified Exit Planners in coordinating this most significant event in your life.

 
Great people to work with, very knowledgeable, helpful team of people recommended to meet various needs.
— Client Quote

 

ExitReadiness® BASECAMP

We want to help you enjoy life in the business and plan for life after the business with our workshop focused on building a sellable business and planning your eventual exit from your business.

Each Session will include a Seminar Presentation, Q&A with Subject-Matter-Experts, and Time Allotted for Personal Reflection and Creation of Action Items. The value received in this workshop could be the difference between you realizing a good or bad exit from your business. Get details here on our next BASECAMP

 

 

ExitReadiness® ACADEMY

Increase your knowledge, choose an exit route, assess your readiness, and begin to create your plan for your eventual exit.

Get information here on our Online Course and Resources to help you plan your successful business exit.

 

Contact us

For additional information or engaging our services.

 
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