Master-Plan Your Business Exit
We identify, protect, grow, and harvest the value of your life's work
Architectural Design for Your Dream Exit
Succession Planning
We specialize in crafting detailed succession plans that ensure a smooth transition of business leadership and ownership. We focus on identifying potential successors, developing their skills and creating strategic plans that enhance business value while keeping key stakeholders informed.
Internal Sale
If selling to your current team is your best option, we will help structure and execute a sale to you employees through an Employee Stock Ownership Plan (ESOP) or to your management team through a Management Buyout (MBO). We will work with special advisors and lending partners implement your strategy of choice.
Third Party Sale
We will assist with all steps of the sale process including valuation, market analysis, buyer due diligence, the hiring of outside M&A advisors (if necessary) and closing. We will sit on your side of the table throughout this pivotal process.
Our Exit Design Process
The Four Corners
- Pre-Design (Discovery)
- Blueprint (Written Plan)
- Construction (Implementation)
- Delivery (Closing)
Value Acceleration
Enhancing Pre-Exit Business Value
Exit Planning is a process not a transaction. In the lead up to an exit, we will partner with you to maximize enterprise value though our value acceleration methods. We do not overhaul operations but will give you the tools to make your business more durable and thus more valuable.
The "Four Capitals"
We work with owners to improve upon the "Four Capitals"
- Human
- Structural
- Customer
- Social
From Brad Jeter, Founder & CEO
Our Purpose
Business owners are the key players that create value in our country and in the world today. Often, business owners have a cabinet of financial, tax and legal advisors that do not work in concert to plan, strategize and execute a successful business exit. Unfortunately, only 30% of businesses that go to market ever sell which is directly related to only 20% of owners maintaining a written exit strategy. Our purpose is for our clients to defy the odds. We start with your personal finances, your goals, your business and your dream exit and build with you to rendezvous with your entrepreneurial destiny.
Our Pledge
We pledge to guide you through every stage of the exit process with care. Even if an exit is not on the immediate horizon, exit planning should be viewed as business planning. As partners in preserving your legacy we will put your values first and work to secure your financial future.
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Exit Architects
