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06 · Exit Planning Advisory

When should exit planning actually start?

Two to three years before you intend to sell, because the things that lift a multiple — revenue quality, customer concentration, founder dependency, documented process — all take that long to change. Exit planning advisory identifies the specific value drivers a buyer in your category rewards, removes the dependencies that trigger discounts, and builds the evidence trail that makes diligence uneventful.

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Outcomes

What you walk away with

Defined before the engagement starts, so success is not a matter of opinion at the end of it.
  • A ranked list of the value drivers that move your multiple
  • Reduced founder and customer concentration risk
  • Revenue restated as recurring, predictable and transferable
  • A diligence trail that removes surprises and delay

Deliverables

What gets produced

Working artefacts your team keeps and uses — not a slide library that closes after the readout.

  • Value driver assessment

    What acquirers in your category actually pay for, scored against where you stand today.

  • Dependency removal plan

    The sequence for engineering yourself, and any single customer, out of the critical path.

  • Revenue quality programme

    Moving revenue toward contracted, recurring and transferable — the single largest multiple lever.

  • Readiness pack

    Documentation, contracts and metrics assembled so diligence confirms rather than discovers.

Process

How the engagement runs

A defined sequence with decision points, so you always know what happens next and what it depends on.

  1. 01

    Assess

    Benchmark against the criteria live acquirers in your category are using right now.

  2. 02

    Engineer

    Work the value drivers with the longest lead times first — usually dependency and revenue quality.

  3. 03

    Prepare

    Assemble the readiness pack and rehearse the buyer conversation before it happens.

The AI layer

What changes in this service now that AI is load-bearing rather than experimental.

  • Comparable transaction and acquirer research at scale
  • Early modelling of how each value driver moves the multiple
  • An AI posture buyers now diligence: what is owned, governed and defensible

Who this is for

  • Founders considering an exit in the next two to five years
  • Owner-managed businesses with heavy founder dependency
  • Boards preparing a portfolio company for sale
Not sure this is the constraint? Start with the Diagnostic

Related services

Constraints rarely sit in one place. These are the services most often paired with this one.

Ready to work on exit planning advisory?

Thirty minutes, five pillars, one honest read on what is actually constraining growth. No obligation, and a written summary within 24 hours.

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