EXIT PLANNING

An OK exit happens to you.
great exit is planned.

We spend 12 months warming up your best buyers, so when you sell, it's personal — and personal pays more.

THE AUCTION IS A VILLAIN TOO

Most banks start an auction
and see who likes you best.

It fails for reasons that have nothing to do with your business. Long-term relationships are built on trust, over time — an auction gives a buyer six weeks.

Timing is never yours

The buyer is busy, waiting on capital, mid-reorg, or your category isn't this quarter's priority. In short: they don't know your business yet.

No knowledge, no trust

A stranger discounts numbers they don't trust. A year of coffees doesn't. The head of product hasn't had a day with your CIM — with us, they've had six months.

A month just to reach anyone

At a big acquirer, it can take a month to get to the one person who cares. Start at go-time and the clock is already against you.

HOW THE 12 MONTHS WORK

From first coffee to celebration,
one year at time.

T−12 MONTHS

We start.

A process takes three to six months; we begin a year out. Thinking this far ahead is hard, but long-term vision is what you've always been good at — this is no different, except we do the heavy lifting. We introduce you to potential acquirers and keep a regular meeting cadence. You show up, build rapport, and let them fall for the business.

T−9 / T−6 / T−3

Meetings, updates, coffees.

Dots shared over time become lines. By go-time the buyer has already drawn the picture — they know the business, the people, and why they can't afford to lose you.

T−0

Go time.

We transform from relationship builder to banker: decks, models, and materials for a wide process. We find the remaining acquirers and reach out.

T+1

NDAs managed.

We run the paperwork so interest turns into a real conversation, cleanly.

T+2

Bids arrive.

The buyers who spent a year with the business are the ones who move first — and highest.

T+3

Data rooms open; legal agreements worked.

Diligence and documentation, driven hard so momentum never stalls.

T+4

We go out to celebrate.

You built it once. You sold it once. Right.

Rather skip the warm-up? Some founders come to us at month zero. We start there too — it's called a Sale Mandate.

“I'm focused on building, not selling.”

Good — keep building. Strategic Sale Preparation costs you one coffee a month. We find the buyers, warm them up, and book the meetings; you show up and talk about the thing you love.

When you're ready — in a year, or three — the relationships are already there. Long-term vision is what you've always been good at. This is no different, except we do the heavy lifting.

STRATEGIC SALE PREPARATION

We do the work.
You just show up.

Twelve months of buyer warm-up before you go live — the relationships already built by the time it counts.

  • Company deep dive
  • Honest valuation
  • Acquirer Map
  • Curated top-buyer shortlist
  • Outreach + meetings booked
  • Cadence, check-ins, follow-ups
  • Strategic narrative set
  • You: just show up.

Start the year now.
Sell it right later.

Five minutes while you walk to get a coffee. No pitch — just the truth about what your company is worth and who might buy it.