Exit Planning Services for Startups
Exit Planning That Prevents You From Leaving Money on the Table When You Sell
Most founders lose a big chunk of their exit value due to poor preparation
Get your free exit readiness check in 30 minutes and find out what’s costing you money
The Downside of Poor Exit Planning
When acquisition opportunities arise, unprepared founders face:
Documentation Disasters
- Financial records scattered across different systems
- Legal agreements missing key protections
- Due diligence materials taking months to compile
Deal-Killing Surprises
- Buyers discovering operational dependencies on founders
- Tax structures that reduce final proceeds
- Compliance gaps that delay or kill transactions
Rushed Decisions
- Accepting lower offers due to time pressure
- Missing better opportunities while scrambling to get ready
- Paying premium rates for last-minute professional help
This Works for These Startup Situations
Series B+ Companies
You have real revenue and growth. Now you need to position for the best possible exit when the time comes
Inbound Interest Recipients
Someone approached you about acquisition. Before you respond, find out if you're actually ready to sell.
Multi-Founder Teams
Multiple founders need clear agreements about exit strategy, timing, and who does what during the sale process.
VC Portfolio Companies
Your investors want liquidity. You need coordination between management goals and investor expectations.
What We Help You Fix
Before Buyers Start Looking
Get Your Numbers Right
Review your financial setup and identify what buyers actually care about. Most founders track the wrong metrics for exit purposes.
Clean Up Your Legal Structure
Make sure your corporate documents, equity arrangements, and contracts won't create problems during due diligence.
Document Your Business Operations
Reduce buyer concerns about what happens after you leave by showing documented processes and management capabilities.
Plan for Tax Impact
Structure ownership and transaction terms to keep more money in your pocket when you sell.
Align Your Team
Get co-founders, investors, and key employees on the same page about timing, roles, and what happens after sale.
Why Most Exit Planning Fails
- Started Too Late Most founders wait until they have buyer interest. By then, you're negotiating from weakness while trying to get organized.
- Wrong Focus Areas Founders obsess over valuation models but ignore the operational issues that actually kill deals.
- Working Alone Exit planning touches finance, legal, tax, and operations. Most founders don't have experience across all these areas.
- No Buyer Perspective What founders think matters and what buyers actually care about are often completely different things.
Why Exit Planning Services Matter
Here’s what happens when you don’t plan:
And here’s what happens when you do 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
- 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
How We Work Together
We follow a structured yet flexible process tailored to your stage and goals.
Find Your Weak Spots
30-minute call to review where you stand and identify what needs attention before you can sell.
Create Your Exit Strategy
We review your financials, ownership structure, legal setup, and valuation. You get a clear view of what needs fixing.
Fix the Problems
Organize documentation, clean up legal issues, and get your operations ready for buyer review.
Don't Wait Until Someone Calls
Exit opportunities don’t wait for you to get ready. Companies that prepare in advance:
- Get higher valuations because they can negotiate from strength
- Close deals faster with fewer complications
- Have more buyer options instead of just one interested party
- Keep more proceeds through better tax and legal structuring
The best time to prepare was 18 months ago. The second best time is now.
FAQs
Frequently Asked Questions – Exit Planning Services
1. When should we start this process?
Start 12-18 months before you want to sell. This gives you time to fix problems and position your company properly.
2. What if we're not sure about our timeline?
Exit planning creates options. You can accelerate or slow down based on opportunities and market conditions.
3. Do you replace our current lawyers and accountants?
No. We coordinate with your existing advisors and help you find specialists when needed.
4. How do you keep this confidential?
All work is done under confidentiality agreements. We understand you don't want competitors or employees knowing about exit planning.
Ready to Start?
Find out where you stand and what needs attention before you can sell.
- 30-minute consultation
- No sales pressure
- Immediate feedback
Key preparation areas and timeline for startup exits
