Exit Your Business
With Confidence
A Straightforward guide of resources and tools to prepare your business for a successful exit
Statistics show that only 20 to 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation.
Bobby Lewis
Beau Lewis
Fellow business owners!
We are entrepreneurs, just like you. As a family, we've successfully launched and then sold businesses. Throughout this journey, one thing that caught us off guard was the scarcity of resources available for navigating the exit process. We invested immense amounts of time in research , spent money where we didn't need to , and stumbled through avoidable errors . Reflecting on the experience, there's a wealth of knowledge we wish had been at our fingertips.
As entrepreneurs, we intimately understand the dedication, hard work, and perseverance it takes to build a business. It's a journey filled with countless challenges, requiring blood, sweat, and tears. Our goal is to help you fully leverage the valuable asset you've worked so hard to create. To spare you the hurdles we encountered, we've put together the Exit Roadmap. It's designed to navigate you smoothly through the process, ensuring you don't face the same setbacks we did. Enjoy!
Free Exit Readiness Assessment!
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What does THE EXIT PLAYBOOK include?
Access to Step by Step Content
Downloads / Content Attachments
Exclusive Access to Community Group
Upcoming and Future Content Discounts
Access Service Provider Professional Contacts
See The Full Curriculum
No need to navigate the complexities of a deal alone!
1. Succession Landscape
In this module you'll gain a comprehensive understanding of the array of exit strategies available to you. Navigating the exit landscape can be full of complexity and emotional weight. Without a knowledge of the exit landscape, you may face uncertainty, potentially leaving significant value on the table or jeopardizing the legacy you've worked tirelessly to build.
Content:
-Learn Exit Strategies Options
-Deciding Your Outcomes
-Analyze Timing & Market Conditions
-Establish Your Net Net Number
-Create Emotional Impact Plan
-More.........
"Going in the wrong direction can be so costly! I literally could have saved $50,000 in fees to the wrong consultants and advisors"
2. Financial Records Preparation
Historical financial analysis will empower you to present your business's financial trajectory convincingly, while our modules on debt management and working capital analysis are designed to help you tidy your financial house, ensuring it's in peak condition for scrutiny.
Content:
-Statements Accuracy & Review
-KPI Clarity
-Debt Management
-Working Capital Analysis
-Cost Structure & Profitability
-Forecasting & Projections
-More..........
"Not having my books in order nearly cost me a $1,500,000.00 loan!"
3. Business Valuation
Without this foundational knowledge, business owners risk overlooking critical elements that could dramatically affect their company's valuation. This module aims to equip you with the essential skills and insights needed to approach your exit strategy with confidence, ensuring you are well-prepared to maximize your business's value and secure a favorable outcome.
Content:
-Valuation Approaches
-Valuation Impactors
-Perform Business Valuation
-Compare Value / Outcomes
-Create A Strategic Plan
-More..........
"Understanding the difference between a stock sale and asset sale saved me $50,000.00 in taxes"a
4. Prepare The People
Each topic is designed to address the unspoken challenges and anxieties of stepping back, providing you with the knowledge and tools to secure your legacy and ensure the long-term prosperity of your business without you at the helm.
Content:
-Identify Key Personnel
-Empower Your Team
-Retention Strategies
-Dashboards & Metrics
-6 Kep Principles
-More..........
"I cant imagine not operating with the 6 key principles. My employees think like owners"
5. Operational Systems
Mastering these areas is critical. Without this knowledge, your business might suffer from inefficiencies, reduced profitability, and lower valuation, making the exit process more challenging and less rewarding.
Content:
-Scalability
-Asset Capacity & Expectancy
-Upgrades Needed
-Tech Stack
-Vendor Support
-Maintenance Systems
-Training & Support
-Future Proof
-More..........
"Having all of the data and processes dialed in at deal time added $350,000.00 to my exit value."
6. Legal & Regulatory Prep
Failing to arm yourself with the necessary legal and compliance knowledge and strategies could lead to a plethora of issues, from financial losses to legal battles, potentially derailing your exit strategy. This course section is designed to equip you with the insights and tools needed to navigate these challenges.
Content:
-Will & Trust
-Corporate Records
-Contracts & Agreements
-License & Permits
-Intellectual Property
-Employment Law
-Tax Compliance
-Environmental Regulations
-More..........
"I had to pay $150,000.00 to get my logo released from a designer that got greedy!"
7. Deal Structure & Negotiations
Grasping the intricacies of the deal process and mastering how to effectively navigate each phase can save you a substantial amount of money by preventing costly oversights and unfulfilled expectations.
Content:
-Assembling Deal Team
-CIM Packet & Marketing
-Confidentiality Agreements
-Letter of Intent
-Negotiation Tactics
-Purchase Agreement
-Closing
-More..........
"I didn't realize $1,500,000.00 of my money would be locked up in indemnity escrow for 18 months!"
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Common Questions:
FAQ's
Who is The Exit Roadmap For?
The Exit Roadmap is designed for anyone looking to exit a business—whether you're a business owner planning retirement, preparing for a sale, or simply wanting to maximize the value of your hard work. Our roadmap guides you through every step to ensure a successful and profitable transition.
Is Selling My Business The Only Way To Exit?
No, selling isn’t the only option. There are multiple ways to exit a business, including transferring ownership to family, selling to employees, or merging with another company. The Exit Roadmap explores various exit strategies to help you find the right fit for your goals and legacy.
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