Q14: How long does exit planning take?

It depends on your starting point and your timeline to exit. A comprehensive exit planning engagement typically takes 6-18 months.

Here's a general framework:

Phase 1: Explore (1-2 months) — Strategic assessment, gap analysis, goal alignment

Phase 2: Prepare (3-12 months) — Value enhancement, financial cleanup, operational optimization, leadership development

Phase 3: Decide (1-2 months) — Exit path selection, timing strategy, transition planning

Phase 4: Execute (6-12 months) — Transaction representation, negotiation, closing (if pursuing a sale)

If you're 3+ years from exit, we work at a strategic pace to systematically build readiness. If you're 1 year out, we compress the timeline and focus on the highest-impact actions.

Q15: How long does an M&A transaction typically take?

From initial outreach to closing, a typical M&A transaction takes 6-12 months. However, preparation before going to market can add 3-6 months.

Here's the typical timeline:

Preparation (1-3 months) — Valuation, CIM development, buyer targeting strategy

Marketing & Outreach (1-2 months) — Confidential buyer outreach, initial conversations, NDA execution

LOI & Negotiation (1-2 months) — Letter of Intent negotiation, deal structure alignment

Due Diligence (2-4 months) — Financial, legal, operational, and cultural diligence

Closing (1-2 months) — Final negotiations, legal documentation, transaction close

Timelines vary based on deal complexity, buyer type (strategic vs. financial), and market conditions. Deals can close faster, but rushing often reduces value.

Q16: What results can I expect from exit planning?

Exit planning creates measurable outcomes across multiple dimensions:

Business Value:

• Increased valuation through strategic improvements (typically 20-40% increase)

• Higher multiples due to better positioning and buyer competition

• Reduced transaction risk and smoother due diligence

Personal Clarity:

• Clear vision for life after exit

• Confidence in your financial readiness

• Reduced stress and decision fatigue

Operational Strength:

• Business that runs without you

• Transferable systems and leadership

• Stronger financial performance and predictability

Even if you never exit, these improvements make your business more valuable, more resilient, and more enjoyable to run.

Q17: Do I need to be ready to sell to work with you?

Absolutely not. In fact, the best time to engage us is when you're NOT ready to sell yet.

Many of our clients come to us 3-7 years before they plan to exit because they want to maximize value, minimize risk, and create optionality. By the time they're 'ready,' the work is already done.

Think of it this way:

Calling us when you're ready to sell is like hiring a personal trainer the day before a marathon. It's better than nothing, but you've missed the opportunity to build real strength.

We help you train for the marathon—not just show up on race day.