Most Businesses are not Exit Ready
And many advisors to not have a proven repeatable system to fix them at scale.
For Advisors
Growth is limited by time, not demand
Every client engagement looks different
Results vary—and that’s hard to scale
There’s no clear visibility into client progress
For Business Owner Clients
They don’t actually know what their business is worth
Value gaps go unnoticed until it’s too late
Exit planning starts too late—or not at all
Years of work don’t translate into maximum return.
The result? Missed opportunities. Inconsistent outcomes. And value left on the table.
Having trouble getting your Exit Planning Advisory practice started?
The Exit Advantage: The only platform that connects diagnosis to execution
A structured, AI-powered system that aligns advisors and business owners around one goal: increasing enterprise value.
Assess
Standardized 8-pillar assessment with gap analysis across all business pillars
Benchmark
Compare client performance against industry benchmarks and valuation drivers
Execute
Provides actionable plans to accelerate and increase your business value
8 Areas of Business Evaluation
We evaluate your business across these 8 areas to ensure we can provide a plan to maximize growth potential and exit value. Here is the ideal state of the 8 pillars:
1. Financial Performance
Historical financial statements, tax returns, profit margins, revenue trends, and expense management.
Consistent and growing revenue year-over-year
Strong gross and net margins compared to industry averages.
Clean, verifiable books
EBITDA or SDE (Seller’s Discretionary Earnings) normalized for non-recurring/owner expenses.
2. Customer Base & Revenue Quality
Customer concentration, recurring revenue, contract terms, and customer loyalty.
Diversified customer base (no single client >15–20% of sales).
Long-term contracts or recurring revenue streams
Low churn rate and high customer retention.
Positive customer satisfaction and Net Promoter Scores.
3. Operations & Processes
Day-to-day operations, documented processes, reliance on key employees or owner, technology systems
Business runs smoothly without heavy reliance on the owner.
Well-documented SOPs
Scalable operations with capacity for growth.
Modern technology stack supporting efficiency.
4. Leadership & Team
Depth and quality of management team and staff.
Experienced leadership in place beyond the owner.
Low employee turnover and strong culture.
Clear accountability structure.
Incentives or contracts keeping key employees post-sale.
5. Market Position & Growth Potential
Industry trends, competitive positioning, barriers to entry, and growth opportunities.
Strong brand reputation and market share.
Differentiated products/services with defensible advantages.
Clear growth story with identified expansion opportunities
Industry tailwinds rather than headwinds.
6. Intellectual Property & Assets
Patents, trademarks, proprietary systems, software, or unique processes.
Protected intellectual property that creates defensibility.
Strong digital presence, SEO authority, and brand recognition.
Tangible assets in good condition with minimal debt.
7. Legal, Compliance & Risk
Pending lawsuits, regulatory issues, compliance with industry standards.
No significant legal or regulatory risks.
Proper licenses and permits in place.
Solid insurance coverage.
Clean contracts with vendors, partners, and customers.
8. Exit Preparedness & Deal Structure
Owner involvement, transition plans, and documentation for sale.
Business can run independently of owner post-sale.
Transition plan and training package ready for new ownership.
Organized data room to speed due diligence.
Ready to Get Started?
Book your demo today.
Set Up Your Demo
Step 1.
Schedule a demo call
Step 2.
Pick the right advisor plan
Step 3.
Send the client invite to your first client
Our platform works.
I recently went through The Strategy Playbook's - Exit Advantage assessment for my hearing care practice, and the process was extremely helpful and eye-opening. Just working through the questions and gathering the documents forced me to look at my business in a much more structured way. It highlighted what I already had in place, but more importantly, it exposed gaps and risks I kind of knew were there but hadn’t fully appreciated. Ken walked me through my score, explained how valuation really works, and showed me very specific areas to focus on. Things like owner dependence, documenting my processes, and building more recurring revenue. It was educational without being overwhelming, and I came out of it with a clear, practical roadmap for increasing the value of my business over time. If you’re a small business owner who wants to grow intentionally and eventually exit on your own terms, I highly recommend going through this process with Ken.
