Exit Strategy Planning

You’ve put in the work. Built something real. Maybe even sacrificed weekends, vacations, and sleep. Now you’re thinking about what’s next.

Whether you’re hoping to sell, pass it on, or just take a step back—it’s time to plan your exit.

Our Exit Strategy Planning service helps you prepare for that move. We look at your business, your finances, your goals—and build a step-by-step plan to help you leave on your terms.

Because exiting isn’t failure. It’s a smart next chapter.

Why You Need an Exit Plan

Most business owners don’t think about exit planning until they’re already burnt out or forced to act fast. But that’s when things get messy—low offers, missed steps, tax surprises.

A good exit strategy means:

• Getting paid what the business is worth

• Leaving with clean books and a clear conscience

• Protecting your employees, clients, and reputation

• Minimizing stress, taxes, and legal messes

Even if you don’t want to exit now, having a plan gives you options.

What We Help With

We guide you through the full process, from thinking it through to making it happen.

That includes:

• Clarifying your exit goals (sell, retire, hand off, wind down)

• Reviewing your financials and cleaning up the books

• Identifying risks that could hurt your valuation

• Planning for taxes, debt payoff, and post-sale cash

• Helping you understand your business’s value (or getting it ready for valuation)

• Creating a timeline that works for you

• Working with your attorney, broker, or CPA to keep everything in sync

You won’t be guessing or reacting last-minute—we’ll build you a clear roadmap.

Real-Life Examples

A client in Portland wanted to sell his contracting business but hadn’t separated personal expenses from business ones. We helped clean that up, rebuild his financials, and prep for valuation. He sold within 6 months—above asking price.

Another in Seattle was planning to walk away and just “shut it down.” But we helped them explore a management buyout. Now the business is still running, their team has jobs, and they’re enjoying semi-retirement.

Who This Is For

This is great if you’re:

• Thinking about selling in the next 1–5 years

• Nearing retirement and want to start planning

• Burning out and need a long-term transition

• Wanting to transfer the business to a partner or family

• Just curious what the business could be worth someday

You don’t need to know all the answers. We’ll help you figure it out.

What We Use

We work with:

• Your QuickBooks or accounting software

• Payroll and tax documents

• Debt and loan info

• Legal structure details

• Any contracts, leases, or vendor agreements

We’ll help get everything cleaned up and ready—so nothing gets in the way of a smooth exit.

Seattle-Based. Helping Owners Nationwide

We’re based in Seattle, work with business owners in Portland, Memphis, and across the U.S. Exit planning doesn’t need to be in-person—most of it’s done over Zoom and email, and we’ll walk you through it all.

Let’s Make a Plan for What’s Next

Exiting your business is a big move—but it doesn’t have to be scary or rushed.

We’ll help you prepare, clean up the details, and build a plan that protects everything you’ve worked for.

Flat-rate planning. Honest guidance. Your exit, your way.