All owners exit.
Let's do it right.

Whether we are mitigating risk, growing value, or planning a succession, we help owners plan for an eventual transition.

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Exit Plan: a Process, Not a Document.

All entrepreneurs are going to exit their business- the only question is whether it’s on the terms of their choosing.   Exit planning takes time.  The downside?  You find yourself a stronger, more valuable business (sigh….).   We use a rigorous process to  help entrepreneurs prepare to exit- on the best terms, and at the time of their choosing.

How Quantive Helps

The scope of our involvement will vary based on needs, but usually takes the form of one or a combination of: a Certified Exit Planner, Fractional CFO, or Board Level involvement with your company.  We think of all these things together as promoting a single overarching goal: value growth.

A Wholistic Approach

Time and again we’ve seen issues outside the business derail deals.  Most often those can be attributed to: a) a shortfall in sale value (i.e. the proceeds are not enough to fund a retirement) and b) a seller’s concerns about what they are actually going to do after closing.

This is why a robust exit plan considers all three elements – that is: the Company, the Estate, and what we call the “Life After” plan.

Dig Deeper

Exit Planning Process

Certified Exit Planning Services

Fractional CFO

Board Advisory

E-Book: Selling a Company- What Owner's Need to Know.

Implement a formal exit 
planning process 
and understand valuation
to safeguard your retirement. 

What's Next?

Understand Value

Know where you are starting.  Studies show most business owners drastically over estimate their company’s value.  Being honest with yourself is the first step in a realistic run at the market.

Pre-Deal Prep

Get your house in order.  A buyer is going to dive deep in diligence – let’s get in front problems, mitigate issues, and dial up value.  When?  Ideally well in advance of going to market.


Now isn’t always the right time to pursue an exit.  But a byproduct of a business appraisal is a roadmap to enhancing value.  User your valuation to help focus your improvement efforts.

Exit Right.

Get in Touch

Implement a formal exit 
planning process 
and understand valuation
to safeguard your retirement. 

Our Recent Writing on M&A

  • Choosing a Business Valuation Firm

    Choosing a Business Valuation Firm

    Most business owners perform a business appraisal only once or twice in the tenure of ownership of their company.  Oftentimes the reason driving the business appraisal – exit planning, tax considerations, litigation – suggests […]

  • Search Funds: The Goldilocks of Buyers?

    Search Funds: The Goldilocks of Buyers?

    The M&A market is booming, and for entrepreneurs and family businesses seeking to capitalize on a historically great seller’s market, some are finding that the lack of long term planning is weighing on valuation.  […]

  • Clear Rock is now part of the Quantive Family

    Clear Rock is now part of the Quantive Family

    We are pleased to announce that our sister company, Clear Rock Advisors, LLC., has rebranded under the Quantive name. The two companies share common ownership, and this rebranding better aligns with our vision of […]

  • State of GovCon M&A: 2018 Edition

    State of GovCon M&A: 2018 Edition

    Despite declines in the overall market, M&A activity relating to government contractors has remained quite active. Within the larger trend of agency and military projects adhering to the current president’s priorities, here is a […]