The Exit Plan

Exit with clarity, control, and confidence.

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No Two Exit Journeys Look the Same

Some are ready to sell now. Others still want to be involved. And many realize there’s value to build before stepping away.

That’s why a strategic exit requires understanding the business’s current state to guide the right path forward, no matter the starting point.

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Get Expert Guidance for Every Stage

BeReady helps business owners and advisors move from uncertainty to action with expert guidance, strategic insights, and powerful tools.

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A successful exit is the result of a clear, strategic process.

Our three-phase approach assesses the current state of the business, identifies areas for improvement, and takes targeted action to prepare for a successful transition.

Create a Plan

START WITH CLARITY

Establish clear goals, assess current value and readiness, and map out a transition strategy that aligns personal and business priorities.

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Build Value

CLOSE THE GAPS

Strengthen financial performance, operations, and leadership to reduce risk and improve the business’s marketability and long-term success.

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Secure the Transaction

EVERYTHING’S IN PLACE—TIME TO EXIT

The business is in great shape. Financial goals are within reach. Now, it’s time to secure the right deal on the right terms.

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CREATE A PLAN

Not every business owner is ready to exit, and that’s okay.

This phase helps align on goals, understand where the business is today, and set a thoughtful course forward.

It often begins when:

The business still relies heavily on the owner.
Delegation, leadership development, or internal succession is a priority. 
There’s time to plan and a desire to do it thoughtfully.

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Creating a plan doesn’t mean stepping away today.

It means being intentional about the future: reducing risk, increasing flexibility, and preparing the business to succeed with or without the owner at the center.

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Goal Setting & Financial Clarity

We help define both personal and financial goals and then align them with business outcomes. From net proceeds to lifestyle planning, clarify what success looks like and what’s needed to achieve it.

Business Valuation Insight

Knowing what the business is worth today is essential. We uncover current value, determine what’s needed for a successful exit, and identify the Value Gap so planning becomes measurable and not just theoretical.

Exit Timeline & Transition Preferences

Every exit is different. Map a strategy based on the desired timeline and preferred type of transition, whether it’s an internal succession, outside sale, or gradual step-back from the business.

Owner Role & Readiness Review

We assess how involved the owner is today and what changes may be needed to prepare for the transition operationally and mentally. Gain a clearer picture of what support is needed to take the next step.

Actionable Planning Framework

Gain a practical, step-by-step plan that supports real decisions, aligns with business goals, and builds momentum toward the desired outcome.

Planning Tools to Define Where You Stand—and Where You’re Headed

Business Exit Readiness Index™ (BERI™)

Use the BERI™ Index to establish a clear starting point. BeReady can help turn those insights into action.

Take the BERI™ Assessment

The BERI™ Index is a 20-question assessment that provides a snapshot of exit readiness, including financial preparedness, personal alignment, and business performance.

Whether you’re a business owner mapping your own journey or an advisor guiding the process, this tool helps uncover what’s working, what’s missing, and where to focus next.

Growth Planning Index™ (GPI™)

Use the GPI™ to define growth priorities and align on long-term goals, then let BeReady help turn that clarity into a focused plan.

Access the GPI™

Some business owners aim to enhance operations, while others focus on building long-term value with an eventual exit in mind. The GPI™ helps clarify those goals so owners—and the advisors guiding them—can invest resources strategically.

Gain alignment on the path ahead, prioritize areas for improvement, and take purposeful steps toward growth.

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The future you want starts with the plan you build today.

BeReady helps business owners and advisors move forward with clarity, structure, and a shared sense of purpose, no matter how far off the transition may be.

Let’s create a plan that brings clarity, freedom, and forward momentum.

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BUILD VALUE

The business must be strong enough to support your goals. We'll strengthen performance and improve marketability by addressing common value-limiting issues, such as:

Below-target cash flow and profitability
Gaps in competitive positioning or internal operations
A disconnect between what the business is worth today and what’s needed to exit

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Building a strong foundation supports greater success in the future.

Whether you're a business owner working to increase value or an advisor guiding a client through operational improvements, now is the time to take action.

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Profitability & Cash Flow Improvement

Identify financial inefficiencies and opportunities to increase margins and cash flow. We help you address challenges that often go unnoticed but can have a significant impact on valuation and day-to-day sustainability.

Operational & Leadership Alignment

Whether the goal is to scale, delegate, or prepare for succession, we work with business owners and advisors to streamline systems, reduce owner dependency, and align leadership to support long-term performance.

Competitive Positioning & Benchmarking

Gain clarity on how the business compares to others in the market. We help identify competitive gaps and guide efforts to differentiate and strengthen your position within the industry.

Strategic Planning Support

Achieve the structure, accountability, and outside perspective needed to execute meaningful growth strategies. Whether it's product mix, pricing, capacity, or culture, we’ll ensure planning leads to progress.

Evaluate Growth Potential with the Strategic Capacity Analysis™

Use this tool to evaluate strengths, identify areas that may be limiting value or growth, and turn those insights into a clear path forward with BeReady.

Start the Analysis

How well is the business positioned for growth, value creation, and operational ease?
The Strategic Capacity Analysis™ helps answer that by allowing owners or advisors working with clients to assess how the business stacks up against top-performing companies.

This self-assessment is built around key traits from Growth Drive™, powered by Clarity™, and is designed to spark targeted conversations and uncover opportunities to improve.

SECURE THE TRANSACTION

With a strong foundation in place, the focus shifts to executing the deal—maximizing value and protecting what’s been built. We guide you through:

Positioning the business for the right buyers
Evaluating offers and structuring the deal
Coordinating teams to close the deal smoothly

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A successful transaction isn’t just about finding a buyer.

It’s about meeting clear goals, preserving what’s been built, and getting the full value the business deserves. That requires the right preparation, the right structure, and a strategy aligned with both financial and personal priorities.

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Readiness Assessment & Risk Mitigation

We assess both financial and mental readiness and help identify and address risk factors that could lower business value or complicate the process. The result is a business that’s truly prepared for transfer, not just polished for presentation.

Buyer Strategy & Market Insight

Identify the most strategic buyer types and position the business accordingly. With access to recent transaction data and industry-specific trends, we ensure timing and valuation are informed by real market insight.

Deal Structure Planning

From equity sales to internal transfers, we walk through the deal structure options and evaluate their financial impact after taxes, fees, and commissions. Ensure decisions are made based on true outcomes and not just the top-line sales number.

Collaborative Team Coordination

Assemble and coordinate the right professionals—legal, tax, financial, and others—at each critical stage of the transaction. We’ll make sure everyone plays their part at the right time to keep the deal moving smoothly.

Use This Tool to Estimate Current Business Value

Consider the results a conversation starter. BeReady can help you evaluate what they mean and what to do next.

Start Calculating

Understanding what a business may be worth is a critical part of preparing for a successful transaction. Our Estimate of Value Calculator provides a simple, accessible starting point.

This tool allows business owners or advisors working with clients to input recent annual financial data to generate an estimated value using a multiple-of-earnings approach.
While it’s not a formal valuation, it can help gauge whether expectations align with market potential and identify potential value gaps.

It’s time to reap the rewards of your preparation and hard work.

BeReady ensures your strategy, timing, and team are aligned to close the right deal with clarity and confidence.

Make the transaction count.

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