1. Assess all aspects of your business to determine sellability and receive a verified business valuation

2. Review your key drivers, adjust scenarios, and optimize business value

3. Gain expert guidance on transition planning, tax strategies, and timing

3-4 hours of personalized consulting with our expert team at a time that works best for you!

Step 1: In-depth assessment, analyzing all aspects of your business

Outcome: Receive a 30 page Business Sellability Report and a verified financial business valuation.

Step 2: Review and discuss the report with scenario planning based on key driver adjustments

Outcome: Receive a new projected valuation based on key driver adjustments, along with expert insights to enhance your scores.

Step 3: Assess your readiness with expert guidance on succession, exit, and tax planning while optimizing your business value.

Outcome: Gain clarity on your sale readiness with actionable steps to optimize transition timing and maximize capital gains exemptions.