Exit Planning Services for Startups
Why Exit Planning Isn’t Just for the Final Year
You’ve built something valuable.
Now it’s time to think about what’s next.
Whether you’re aiming to sell, merge, or pass the business on, exiting without a plan is risky.
Buyers ask tough questions.
Valuation needs to be justified.
And if you wait too long, you lose leverage.
Our exit planning services help you prepare early, position your business right, and exit on your terms.
Why Exit Planning Isn’t Just for the Final Year
Most founders think about exit planning only when a buyer shows interest.
But by then, it’s often too late to:
Fix messy finances
Strengthen valuation
Clean up ownership structures
Reduce legal or tax risks
What Our Exit Planning Services Include
Our approach goes beyond paperwork. We help you build an exit-ready business that attracts the right buyers and closes with confidence.
Here’s what our exit planning consulting includes:
Exit Readiness Assessment
We evaluate your current position, financials, structure, valuation, risks, and identify what needs fixing.
Valuation Analysis & Growth Mapping
We estimate current value, and show what changes can increase your valuation over the next 12–24 months.
Financial Cleanup & Reporting
We organize your books, create clean P&Ls, normalize earnings, and prepare investor-ready financials.
Deal Structure & Tax Planning Support
We work with legal and tax teams to plan favorable deal structures, equity, asset sales, earn-outs, or hybrid exits.
Succession & Team Transition Planning
If you're stepping out, we help plan for leadership transition, team incentives, and continuity planning.
Buyer Outreach & Advisory
We support strategic introductions (where relevant), help evaluate offers, and guide negotiation prep.
When to Start Exit Planning?
Ideally, 12–24 months before you want to exit.
Why? Because:
- Buyers want 12–36 months of clean financials
- Valuation takes time to improve
- Due diligence can take 3–6 months
- Tax and legal issues require early fixes
The earlier you start, the more control you have.
And the better your outcomes.
Who Should Consider Exit Planning Services?
Exit planning isn’t just for startups getting acquired. It’s also for:
Founders Planning to Sell Their Startup
Especially those in tech, SaaS, ecommerce, or DTC who are preparing for M&A or strategic acquisition.
Business Owners Nearing Retirement
You’ve built your business for decades. Now you’re planning to hand it over or exit with value.
Companies Getting Inbound Interest
If buyers or VCs are showing interest, now’s the time to clean up and present your business properly.
Founders Looking for Partial Exit or Secondary
You want to de-risk, bring in a partner, or sell part of your shares. You’ll need structure and strategy.
Why Exit Planning Services Matter
Here’s what happens when you don’t plan:
- You accept a lower offer because you're not prepared
- You get stuck in due diligence and lose the deal
- You pay more tax than necessary
- You feel unprepared for what comes after
And here’s what happens when you do plan:
- You increase valuation through smart optimizations
- You control the narrative and negotiate with strength
- You minimize tax liabilities legally
- You exit with confidence and a roadmap for what’s next
Our Exit Planning Process
We follow a structured yet flexible process tailored to your stage and goals.
Step 1: Exit Strategy Discovery
We understand your goals: full exit, partial sale, succession, or merger, and set a timeline that works for you.
Step 2: Exit Readiness Audit
We review your financials, ownership structure, legal setup, and valuation. You get a clear view of what needs fixing.
Step 3: Optimization & Preparation
We help clean up the financials, organize key documents, and align your business with buyer expectations.
Step 4: Strategic Roadmap
You get a customized exit roadmap with clear steps, actions, and financial targets to hit before exit.
Exit Planning Service Packages
Choose what fits your timeline and goals:
- Exit-Ready Review Plan – Get a one-time audit of financials, risks, and valuation—ideal if you’re just starting to think about exit.
- 12-Month Exit Roadmap – For founders planning to exit in 12–24 months. Includes ongoing guidance, clean-up, valuation prep, and reporting.
- On-Call Exit Advisor – Work with us across every phase—from buyer outreach to close. Ideal for high-stakes exits and strategic acquisitions.
FAQs
Frequently Asked Questions – Exit Planning Services
1. What’s the best time to start exit planning?
Ideally, 12–24 months before you want to exit. That gives you time to clean up financials, optimize valuation, and plan the structure.
2. Can you help with valuations?
Yes. We provide market-aligned valuation reports and help increase value over time.
3. Do you handle tax planning for exits?
Yes. We work with tax consultants to optimize deal structures and minimize liabilities.
4. Can you support during the negotiation or deal closing?
Absolutely. We help review terms, explain trade-offs, and provide support during due diligence or final documentation.
5. Do you help find buyers?
While we’re not an M&A broker, we can support strategic introductions and advise on outreach strategies.
6. Is this relevant for non-tech businesses?
Yes. Exit planning is equally valuable for traditional businesses—especially when succession, retirement, or sale is on the horizon.
7. What’s the Do you support partial exits or secondaries?onboarding process like?
Yes. We help founders sell a portion of their stake to investors, partners, or family offices.
Ready to Exit On Your Terms?
Whether you’re months away from a deal or just beginning to explore options, exit planning services can protect your years of hard work.
Let’s build a path that’s strategic, smooth, and profitable.
