Exit Readiness Planning
Find out how ready your business is for a sale or transition today, and what to work on so you have more options when the time comes.
Talk About Exit ReadinessWhat's IncludedWhat's included in exit readiness planning
Readiness review
A structured look at the areas buyers and successors commonly examine, scored for strength.
Owner dependence check
Which customers, relationships, skills and decisions still depend on you.
Documentation review
Whether key processes, contracts and records are organized and easy to hand over.
Revenue and lead flow
How predictable revenue is, and whether new business comes from a system or from you personally.
Personal goals conversation
Your timeline, the role you want after a transition and what a good outcome means to you.
Prioritized readiness plan
A ranked list of what to fix first, with notes on which items need your professional advisors.
How we approach exit readiness
Start before you need to
Readiness takes time to build. Owners who start years ahead usually have more choices about when, how and to whom they transition.
Look at it like a buyer
Buyers and successors tend to look for predictable revenue, a capable team and a business that doesn't need the owner every day.
Coordinate with your advisors
Exit decisions involve legal, tax and financial questions. We bring growth and operations work and coordinate with your attorney, CPA and financial advisor.
We work alongside your advisors
We work alongside your attorney, CPA and financial advisor. We don't give legal, tax or investment advice, and nothing here replaces a formal valuation.
When exit readiness planning helps most
If any of these sound familiar, this is a good place to start.
- You'd like to sell or step back in the next several years
- You've had interest from a buyer and want to be prepared
- Customers still expect to deal with you personally
- Key processes aren't written down
- You're not sure what a buyer would see
How it works
What you walk away with
A clear picture of readiness and a plan you can take to your advisors.
- A readiness score across the key areas
- A list of the biggest gaps and risks
- A prioritized plan with suggested timing
- Questions to raise with your attorney, CPA and financial advisor
Thinking about an exit someday? Find out how ready you are today.
Start the ConversationExit Readiness Planning: common questions
How far ahead should I start exit planning?
Earlier is usually better. Many improvements, like reducing owner dependence or building a management team, take years. Starting early gives you more control over timing and options.
Is this the same as selling my business?
No. We're not a business broker and don't sell companies. We help you prepare so that whatever path you choose, you go in with a stronger business.
Do you provide a valuation?
No. A formal valuation should come from a qualified appraiser or your CPA. We focus on the factors that influence value and readiness.
Who else should be involved?
Usually your attorney, CPA and financial advisor. We work alongside them and don't give legal, tax or investment advice.
What if I'm not sure I ever want to sell?
That's common. A more ready business is also easier to run, easier to step back from and more resilient, whether or not you sell.
Services that work well together
Long-Term Exit Planning
Long-term exit planning for business owners: a multi-year exit strategy that builds value, keeps your options open and works with your advisors.
Learn more →Business Succession Planning
Business succession planning for owners: prepare family, partners or key employees to take over, and build a business that runs well without you.
Learn more →Operational Scalability
Build a business that runs and grows without you in every decision: documented systems, a capable team and processes a buyer or successor can take over.
Learn more →Exit Planning
Prepare your business for a successful sale, succession or transition.
Exit Planning overview →Take Your Business To The Next Level
Ready to talk about Exit Readiness Planning?
Tell us about your business and your timeline. We'll talk through how ready you are and what to focus on first.
Talk About Exit ReadinessA Dallas-Fort Worth agency founded in 2016 and led by James Annon.
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