$2,500
Readiness assessment
The starting point. We look at the business as a buyer would and give you a plain picture of where it stands and what to do first.
Exit readiness for trades and family businesses
Get your business ready to sell, hand off, or retire
Operations-first exit readiness. We document, systemize, and coordinate your advisors so buyers and successors see a business that runs without you.
- Who it is for
- Owners planning a sale, succession, or transition in the next 1 to 5 years
- Where we start
- With operations, not the deal: documented processes and buyer-ready evidence
- How we work
- Fixed fee, no sales commission, coordinated with your CPA, attorney, and wealth advisor
The problem
A business that depends on its owner is hard to sell and harder to hand off.
Most owners of trades and family businesses built something real. What a buyer, a successor, or a bank looks for is whether it keeps working when you step back. We close that gap before anyone is at the table.
The usual way
- Everything important lives in the owner's head.
- Procedures are habits, not documents.
- Brokers and valuation shops start with the deal and discover the gaps later.
- The owner does not know where to begin, so nothing begins.
The Exit Ready way
- Processes written down, tested, and handed to the people who run them.
- Systems and records a buyer or successor can check for themselves.
- A single advisor starting with operations and holding the whole plan.
- A clear first step with a fixed fee, then a path you can see.
What we do
Seven services, one purpose: a business that stands on its own.
- 01
Readiness assessments
A structured look at how the business actually runs, what a buyer or successor would question, and what to fix first.
- 02
Operations audits
We trace how work, money, and decisions move through the company and find where it all depends on you.
- 03
SOP development
Your know-how turned into written standard operating procedures your team can follow without asking you.
- 04
Digital transformation
Practical tools and records that replace paper, memory, and scattered files with something you can show.
- 05
Growth improvement
Targeted improvements to how the business sells and delivers, so the story you tell a buyer is a stronger one.
- 06
Buyer-readiness dashboards
One view of the evidence a buyer or successor will ask for, kept current as the work progresses.
- 07
Advisor coordination
We work alongside your CPA, attorney, and wealth advisor so the plan moves together and nothing falls between them.
The path
Start small. Go as far as your business needs.
Three fixed-fee steps. Most owners begin with the assessment, and each step stands on its own. You decide after each one whether to continue.
$25,000
Transformation engagement
The hands-on work: operations fixes, SOPs, digital systems, and the evidence a buyer or successor expects to see.
$100,000
Advanced exit-readiness package
For larger or more complex companies where the added scope is justified. We confirm that with you before recommending it.
Exit Ready does not provide legal, tax, valuation, or investment advice. We work alongside your attorney, CPA, and licensed advisors, who stay responsible for those decisions.
How we work
Operations first, deal second.
Fixed fees and no sales commission mean our advice does not depend on whether you sell.
-
Look
See the business as a buyer would
The assessment maps operations, people, systems, and records, and marks every place the company leans on you.
-
Write down
Capture what you know
We interview you and your key people, then turn the answers into documented procedures the team can run on their own.
-
Systemize
Put structure under it
Digital tools, clean records, and a buyer-readiness dashboard replace memory and loose paper.
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Coordinate
Keep your advisors in step
Your CPA, attorney, and wealth advisor see the same plan, so legal, tax, and financial decisions line up with the operating work.
-
Hand over
Step back with evidence
Whether you sell, pass it to family, or promote a manager, the business is ready to show it runs without you.
Questions owners ask
Plain answers before you call.
Do you provide legal, tax, valuation, or investment advice?
No. Exit Ready does not provide legal, tax, valuation, or investment advice. We coordinate with your attorney, CPA, and wealth advisor, who stay responsible for those decisions.
How is this different from a business broker?
Brokers and valuation firms start with the deal. We start with operations: documented processes, working systems, and evidence a buyer can check. We charge fixed fees and take no sales commission.
Where do I start?
With the $2,500 readiness assessment. It gives you a plain picture of where the business stands and what to fix first, and you decide afterward whether to go further.
What if I only plan to retire or pass the business to family?
The work is the same. A successor, whether a buyer, a family member, or a manager, needs a business that runs without you.
Is the $100,000 package for everyone?
No. It is for larger or more complex companies where the added scope is justified, and we confirm that with you before recommending it.
Start here
Tell us about the business you want to hand off.
Share a few details and we will reply about a readiness assessment, the $2,500 first step. No pressure and no sales commission.