Know what your business is worth today.
And what it takes to sell it well.
A guided, three-year roadmap that takes you from today's baseline value to a well-timed, well-marketed sale, backed by independent valuation analysis at every stage.
One plan, four stages, one well timed exit.
Every stage builds on the last, from establishing where you stand today, to arming a buyer with the summary that closes the deal.
Initial Valuation
A Calculation Valuation Report that establishes your baseline value today: the fixed point every future decision measures against.
Value Planning Map
Your key value drivers, distilled into a prioritized plan for growing value before you ever list the business.
Update Valuation
An updated Calculation Report that re-measures value at your exit date, reflecting the ground you've gained.
Buyer One-Pager
A concise, buyer-ready marketing summary built to attract and inform serious potential buyers.
Every deliverable, built to move you toward a stronger sale.
Nothing generic. Each report is prepared independently to CBV Institute standards and tailored to your business.
Initial Calculation Valuation Report
Before you can plan an exit, you need a defensible starting point. This report establishes your business's baseline value today, prepared to CBV Institute standards, so every later decision is measured against a credible, unbiased figure.
Get my baseline valuation →Value Planning Map
A prioritized, plain-language plan built around your specific value drivers: what's holding your valuation back, and what to fix first. It's the working document you'll return to for three years, not a one-time PDF.
Build my value planning map →Updated Calculation Report
When you're ready to sell, we re-measure your value with a fresh Calculation Report, capturing the growth your Value Planning Map helped drive, and giving you (and your buyer) current, defensible numbers.
Schedule my exit date update →Buyer One-Pager
A concise, professionally designed marketing summary that puts your strongest numbers and story in front of the right buyers, built to inform and to attract offers.
Prepare my buyer one-pager →Built for owners who want to sell on their terms, not the market's.
The Exit Planning Package scales with your company size. The Value Planning Map and buyer one-pager are included at every level.
Owners planning a 3 to 5 year exit
You know a sale is coming, but not tomorrow. This package gives you a baseline now and a plan to grow value in the years before you list.
Small and mid-sized firms
Purpose-built for small and mid-sized businesses that still deserve institute-standard valuation work and a real plan, not a scaled down afterthought.
Owners who want a defensible number
Every report is prepared independently to CBV Institute standards, so your value stands up to scrutiny from buyers, lenders, and partners alike.
Your exit starts with knowing where you stand today.
Reach out and we'll walk you through where your business sits now, and what the roadmap looks like for you.
No obligation. We'll help you figure out if this is the right fit before anything else.