Exit well. Sell your small business for maximum value.
Exit well. Sell your small business for maximum value.
Guiding business owners through every step of the exit journey.
Guiding business owners through every step of the exit journey.
HOW IT WORKS
Selling Your Business
with Exitify
Selling your business is one of the biggest financial and personal decisions you’ll ever make. Our process is designed to keep it simple, confidential, and focused on achieving the best possible outcome for you. Here’s what you can expect:
Our Process
Exitify
Confidential Call
01
Initial Conversation
We start with a confidential call to learn more about you, your business, and your goals. This is an opportunity to ask questions and assess our fit—no obligation.
02
Valuation & Readiness Check
We prepare a business valuation so you know what your company might sell for today. Alongside the valuation, we assess key “red flags” buyers typically look for—helping you understand strengths, risks, and opportunities. We’re also transparent about timing and fit, evaluating whether your business is ready to sell now or if a presale process would better position you for the future.
Our goal is to make your business “saleable by default”—ready for offers anytime, on your terms.
03
Preparation & Strategy
If you’re ready to move forward, we design a tailored exit plan tied to your personal goals. This can include:
Organizing financials and documents for due diligence
Identifying and addressing risk areas
Planning for tax efficiency and transition
Creating a strategic buyer list
For pre-sale clients, steps 1-3 will already be complete
04
M&A Advisor Match
We connect each owner with the M&A advisor best suited to their business—based on fit, industry experience, and deal objectives.
05
Investor Package
We collect the core materials required to create a market-ready investor package. For presale clients, this step is already taken care of.
06
Marketing to Buyers
We confidentially bring your business to market. Using our network of qualified buyers—strategic, financial, and individual investors—we position your business to attract strong offers while keeping your identity protected until you’re comfortable sharing.
Offer 1
$$
Offer 2
$$$
Offer 3
$
Offer 3
$
07
Offers & Negotiation
We gather multiple offers, present them clearly, and negotiate on your behalf. You stay in control of the decision, while we do the heavy lifting to secure the best possible terms.
08
Closing the Sale
Once you’ve chosen the right buyer, we manage the closing process—coordinating lawyers, accountants, and all the moving parts—so you can focus on what matters most.
After the Exit
Whether you’re transitioning out fully or staying on for a handover period, we ensure a smooth process that protects your legacy and helps you step confidently into your next chapter. We’ll connect your with wealth managers and other professionals who can further support your post-exit goals.
Our Process
Exitify
Confidential Call
01
Initial Conversation
We start with a confidential call to learn more about you, your business, and your goals. This is an opportunity to ask questions and assess our fit—no obligation.
02
Valuation & Readiness Check
We prepare a business valuation so you know what your company might sell for today. Alongside the valuation, we assess key “red flags” buyers typically look for—helping you understand strengths, risks, and opportunities. We’re also transparent about timing and fit, evaluating whether your business is ready to sell now or if a presale process would better position you for the future.
Our goal is to make your business “saleable by default”—ready for offers anytime, on your terms.
03
Preparation & Strategy
If you’re ready to move forward, we design a tailored exit plan tied to your personal goals. This can include:
Organizing financials and documents for due diligence
Identifying and addressing risk areas
Planning for tax efficiency and transition
Creating a strategic buyer list
For pre-sale clients, steps 1-3 will already be complete
04
M&A Advisor Match
We connect each owner with the M&A advisor best suited to their business—based on fit, industry experience, and deal objectives.
05
Investor Package
We collect the core materials required to create a market-ready investor package. For presale clients, this step is already taken care of.
06
Marketing to Buyers
We confidentially bring your business to market. Using our network of qualified buyers—strategic, financial, and individual investors—we position your business to attract strong offers while keeping your identity protected until you’re comfortable sharing.
Offer
$$$
07
Offers & Negotiation
We gather multiple offers, present them clearly, and negotiate on your behalf. You stay in control of the decision, while we do the heavy lifting to secure the best possible terms.
08
Closing the Sale
Once you’ve chosen the right buyer, we manage the closing process—coordinating lawyers, accountants, and all the moving parts—so you can focus on what matters most.
After the Exit
Whether you’re transitioning out fully or staying on for a handover period, we ensure a smooth process that protects your legacy and helps you step confidently into your next chapter. We’ll connect your with wealth managers and other professionals who can further support your post-exit goals.
Our Process
Exitify
Confidential Call
01
Initial Conversation
We start with a confidential call to learn more about you, your business, and your goals. This is an opportunity to ask questions and assess our fit—no obligation.
02
Valuation & Readiness Check
We prepare a business valuation so you know what your company might sell for today. Alongside the valuation, we assess key “red flags” buyers typically look for—helping you understand strengths, risks, and opportunities. We’re also transparent about timing and fit, evaluating whether your business is ready to sell now or if a presale process would better position you for the future.
Our goal is to make your business “saleable by default”—ready for offers anytime, on your terms.
03
Preparation & Strategy
If you’re ready to move forward, we design a tailored exit plan tied to your personal goals. This can include:
For pre-sale clients, steps 1-3 will already be complete
04
M&A Advisor Match
We connect each owner with the M&A advisor best suited to their business—based on fit, industry experience, and deal objectives.
05
Investor Package
We collect the core materials required to create a market-ready investor package. For presale clients, this step is already taken care of.
06
Marketing to Buyers
We confidentially bring your business to market. Using our network of qualified buyers—strategic, financial, and individual investors—we position your business to attract strong offers while keeping your identity protected until you’re comfortable sharing.
Offer
$$$
07
Offers & Negotiation
We gather multiple offers, present them clearly, and negotiate on your behalf. You stay in control of the decision, while we do the heavy lifting to secure the best possible terms.
08
Closing the Sale
Once you’ve chosen the right buyer, we manage the closing process—coordinating lawyers, accountants, and all the moving parts—so you can focus on what matters most.
After the Exit
Whether you’re transitioning out fully or staying on for a handover period, we ensure a smooth process that protects your legacy and helps you step confidently into your next chapter. We’ll connect your with wealth managers and other professionals who can further support your post-exit goals.
OUR STANDARD
Why Sellers Trust Exitify
Because selling your business is one of the biggest decisions you’ll ever make, we’ve built a process designed for trust, confidentiality, and results. Here’s why owners like you choose Exitify with confidence.
Confidential
Your identity and information are always protected.
Tailored
Every business is unique—so is our approach.
Proven
Our process is built on years of experience helping owners maximize their exit.
Exitify Partners
We’ve partnered with select firms to provide specialized advisory wherever that’s most appropriate. We recognize that we aren’t the best firm for every kind of exit so we’ve looped in the best to make sure our clients are always getting the best possible advisory.*
*Exitify Partners pricing may vary from our standard pricing depending on the partner firm’s pricing structure. We still handle most sales ourselves but will eventually provide more details around which businesses will be referred out.
Realize your full
exit potential.
Realize your full
exit potential.
Schedule a free initial consultation, and start charting the path to your ideal succession outcome.
Schedule a free initial consultation, and start charting the path to your ideal succession outcome.
Successful Exit
Successful Exit
Successful Exit
Congratulations on the successful sale of your company.
Congratulations on the successful sale of your company.
Congratulations on the successful sale of your company.