Exit Planning:
A process. Not an Event.

Want to maximize value at exit? 

The Exit Planning Process

Exit Planning is a process, not an event.  Entrepreneurs that successfully cash out from their business often have one thing in common:  they’ve planned for their exit.

In many cases that process starts with a valuation for your business- it’s one of the top reasons we are engaged. Smart owners seek to understand – and benchmark – present value so that they can plan a course of action forward.  Afterall, how can you effectively plan for your exit (a financial event)  when you don’t know the starting point (your current financial position)?

While each situation is different, the general exit planning process we follow is:

It all starts with a formal, credentialed valuation.  Our goal is to provide a thoroughly reasoned, well supported report that shows not only the value calculated, but also the framework and underlying assumptions that go into the development of value.

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Why a Valuation for Exit Planning?


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 planning.

Financial Planning

Give your financial planner hard data to work with.  Studies consistently indicate that, for most small business owners, their business is their largest source of net worth.  How can your financial planner plan without this data?


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.

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


Quantive values companies for a variety of reasons related to insurance to include establishing values for funding buy-sell agreements.


We perform valuations for business planning, gap analysis, lost profits and damages, and a variety of other reasons.