Your Prep Roadmap (Quarter by Quarter)

Q1:

Financial cleanup & KPIs; org-risk reduction plan; contract audit.

Q2:

Implement WC & pricing actions; SOPs finalized; vendor & customer backup options.

Q3:

Draft CIM skeleton; soft-sound buyers; pre-QoE check; choose timing window.

Get your Readiness Report

Call us today and we’ll map your 6–18-month plan

Call Now

Disclaimer

Exit Teams is not a law or tax firm. We coordinate closely with your attorney and CPA. Any valuation ranges or fee illustrations are non-binding until an engagement letter is executed.

Prepare to Sell Your Business

Who this is for: Owners 6–18 months out who want a higher valuation and smoother diligence.

1. Financial clarity:

Close speed, clean add-backs, accrual discipline, KPI dashboard.

2. Working-capital planning:

Set targets, reduce surprises, improve cash conversion.

3. Customer & key-person risk:

Diversify, document, cross-train, succession plan.

4. Contract hygiene:

Assignability, renewal terms, pricing power, intellectual property protection

5. Operational evidence:

SOPs, maintenance logs, safety metrics, on-time delivery.

6. Tax-aware structuring:

Asset vs. stock, QSBS/338(h)(10) considerations (with CPA/attorney).