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Our Role as Value Advisors

A Value Advisor serves as your strategic guide, helping you maximize business value, reduce risk, and ensure a smooth transition. While we provide the roadmap, executing a successful exit often requires additional professionals, such as CPAs for tax strategies, M&A advisors for deal structuring, estate planners for wealth protection, and attorneys for legal agreements. These experts bring specialized knowledge, and while their services may incur additional costs , the value created through proper planning—higher valuation, lower tax burdens, and a seamless transition—far outweighs the investment. Our role is to orchestrate the process, align the right expertise, and keep your exit on track to achieve the best possible outcome.

Pricing

Assessments

The cost of our exit assessments varies based on company size, complexity, and specific needs. Larger businesses with multiple revenue streams or intricate ownership structures require a more in-depth analysis, while smaller businesses may have a much simpler approach. After the assessment, you’ll receive a detailed report outlining key factors to address. You can use this report to implement the strategies yourself or enlist our support.

Goal Prioritization Workshop

Our Goal Prioritization Workshop is a straightforward, results-driven session designed to identify and prioritize the most impactful actions for increasing your business’s value and preparing for a successful transition. Following the workshop, we deliver a detailed action plan outlining key steps, timelines, and strategies. You can choose to implement these initiatives on your own or enlist our expertise to help execute and drive measurable progress—ensuring you stay on track toward your goals.

90 Day Sprints

The cost of our 90-Day Sprints depends on the scope of work and level of involvement required during that period. Whether you need high-level guidance and strategy implementation support or a more hands-on approach with deep operational improvements, we tailor each sprint to meet your specific goals. Pricing reflects the complexity and intensity of the initiatives we undertake, ensuring you receive the right level of support to drive measurable results and accelerate business value.

Exits

The cost of your exit depends on the type of transition you choose. If you decide to sell to a third party, we can act as your broker and take a commission-based fee upon a successful sale. If you pursue another option—such as a management buyout, ESOP, or family succession—there may be fees associated with financial, legal, and tax professionals needed to execute the transition properly. Regardless of your chosen path, we provide guidance and connections to the right experts to ensure a seamless and profitable exit.