Why should I start planning my exit 12–24 months in advance?

Most business owners wait too long — and leave money, opportunity, and peace of mind on the table. The most successful exits start 1–2 years out, with time to improve valuation, align your personal and financial goals, and prepare the business (and yourself) for what’s next. We help you build a clear exit strategy before you’re in deal mode — so you can move with confidence, not pressure.

Do you only work with business owners planning to sell?

Not necessarily. We work with owners who are:

• Considering a sale in the next 1–2 years

• Exploring internal succession or ESOP options

• Unsure what they want but know they need a plan

• Already getting inquiries from buyers and want to get ahead of the process

If you’re asking, “What’s next for me and my business?” — that’s where we come in.

What industries or deal sizes do you work with?

We typically support business owners with companies generating $1M–$10M in annual revenue or $350–$3M in EBITDA, across a range of industries. We’ve worked with founders in manufacturing, services, construction, B2B tech, agencies, and more. What matters most is that you care about the legacy you’re building — and how the next chapter unfolds.