Let's Map Out Your Exit Strategy And Identify The Gaps That Could Cost You Millions At The Closing Table

Book a 45-minute strategy call to see where your business stands, what buyers will actually pay for, and the specific preparation steps that will maximize your valuation before you ever take a meeting.

What Happens On This Call

This isn't a sales pitch. It's a strategy session.

I've sold 6 companies to strategics, PE firms, and roll-ups. I know what buyers look for during diligence, what red flags cut valuations in half, and what preparation work actually moves the needle.

On this call, we'll:

  • Assess where your business stands right now - Revenue, profitability, owner-dependency, contract structure, and financial presentation. I'll tell you honestly whether you're 6 months away from being sale-ready or 18 months away.

  • Identify your biggest valuation gaps - The 2-3 things buyers will use as leverage to slash your price during diligence. Most owners don't see these until it's too late. I'll show you what they are and how to fix them.

  • Map out your exit timeline and next steps - Whether you're selling in 6 months or 2 years, I'll give you a roadmap for what needs to happen and in what order so you can exit at maximum value without leaving money on the table.

  • If there's a fit, I'll tell you about the 4-Week Exit Preparation Cohort or Done-With-You Advisory. If there's not, I'll tell you that too and point you in the right direction.

Next Steps

  • Add to Your Calendar

    After you book, you'll receive a confirmation email with the call details and a calendar invite. Add it to your calendar so you don't miss it.

  • Fill Out The Pre-Call Form

    I'll send you a short questionnaire about your business (revenue, industry, timeline, what you've tried so far). This helps me give you specific advice instead of generic strategies.

  • Prepare Your Questions

    Think about what's keeping you up at night. Valuation concerns? Buyer conversations that didn't go well? Uncertainty about timing? Bring those to the call.

  • Show Up Ready To Talk Numbers

    This is a working session. The more transparent you are about where your business actually is, the better I can help you see what needs to change before you go to market.

Who This Call Is For

  • Business owners doing $3M-$100M in annual revenue who are seriously considering selling in the next 12-36 months.

  • Founders who've talked to brokers or buyers, but the numbers didn't make sense or felt too low.

  • Owners who know their business is too dependent on them and want to fix that before it kills their valuation.

  • Anyone who wants a straight answer about whether they're actually ready to sell or if they need 6-12 months of prep work first.

Who This Call Is NOT For

  • Business owners under $3M in revenue (the strategies I teach don't apply at that level yet).

  • Anyone who's "just curious" about selling someday but not committed to doing the work.

  • People looking for a quick fix or a broker to list their business (that's not what I do).

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