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Helping Owners Sell Their Business the Modern Way

How it Works

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There are 3 primary stages in the exit process; Data Gathering, Assessments, and the Sale Process itself.  The above graphic defines the major components of each stage.

We encourage you to surround yourself with trusted advisors who have served you through the years.  This may be your CPA/tax accountant, business attorney, business coach, banker, insurance broker, or anyone who is a trusted confidant and has your best interest at heart.

Your advisors, confidants, and Exit Advisor will provide professional advice and serve as a sounding board for you as you navigate deal terms.  Your business attorney plays a large role at this point in the process.  The Letter of Intent and Purchase & Sales Agreement (sometimes referred to as the APA: Asset Purchase Agreement) will require the keen eye of your business attorney to help explain various components of the agreement.

As your Exit Advisor, we will work directly with you to help you navigate through each of the phases.  We will coach you on interacting and negotiating with buyers and will help you when speaking with your attorney, tax accountant, banker, or other professionals in your inner circle.



What are the differences....
Exit Advisor vs Business Broker

We believe that you, the Business Owner, should have control of your own destiny as you transition to the next chapter in your life.  Aligned with trusted advisors and an Exit Advisor by your side, you will have significant support to help you negotiate deal terms with buyer prospects.

So, what are the differences between this new way to sell your business and the old way?  Fundamentally, there is one primary difference: who will be negotiating with buyer prospects.  The traditional business brokering model has the business broker serving as an intermediary between you and buyer prospects.  The Exit Advisor model has you, the Business Owner, playing that role.  We feel that if you can run a business for 10, 20, 30 or more years, you can handle the negotiation of your business sale terms.

The graphic below highlights the major distinction between the two models.  Your Exit Advisor works for you directly and does not interact with buyer prospects.  Conversely, the business broker acts as a go-between with you the Business Owner and buyer prospects.  This comes at a heavy price.  Typically, business brokers charge 10% or more as a success fee on the first $1M in sales.  Sometimes, depending on the broker, this may also include a one-time, non-refundable retainer, commonly ranging between $2,000 and $5,000.  


Our Exit Advisor model includes a monthly stipend of $299 and only a 2% success fee.  This value proposition will result in dramatic savings for the Business Owner, preserving hard-earned equity generated over many years in running the business.

The savings are further demonstrated below based on typical deal sizes in the SMB Market (Small-to-Medium sized businesses).

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Cost Savings

As the table below depicts, the Exit Advisor model results in significant savings for the Business Owner as they exit the business from a successful sale.

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