Complimentary Exit Planning & Valuation Consultation 

For business owners who want clarity, options, and a plan

Know what your business is worth and how to exit on your terms.

A focused session that gives you a preliminary valuation range, a step-by-step exit plan, and practical ways to protect your hard-earned value.

Book my Complimentary consultation

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What you get in this complimentary session

  • Preliminary valuation range based on your financials, industry comps, and risk profile
  • Buyer readiness score with priority fixes that lift value and cut time to close
  • Exit pathways compared side by side, including full sale, partial sale, or hold with de-risking
  • Timing guidance that considers seasonality, lending appetite, and your goals
  • Deal structure options that affect taxes, cash at close, and total proceeds
  • Next steps playbook tailored to your business and timeline

This is consultative and confidential. It is not a formal appraisal for legal or tax purposes.

More Service - A Full Deal Team

Every listing gets the power of a professional M&A firm behind it.
Your dedicated team includes:

  • M&A Advisor – Leads your sale strategy and negotiations.
  • Buyer Coordinator – Manages inquiries and offers.
  • Legal Advisor – Reviews and structures deal terms.
  • Real Estate Advisor – Supports lease or property sale (if applicable).
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  • Owners with $100K+ in Seller’s Discretionary Earnings or EBITDA
  • Operators planning to sell in the next 6 to 36 months
  • Owners who want to benchmark value now and make smarter upgrades before going to market
1 Schedule:

Pick a time that suits you. We sign a mutual NDA to protect your information.

2 Prepare:

Upload a short list of items so we can get you a sharp valuation range. See the checklist below.

3 Consult:

A focused 45 to 60 minute call. We walk through value, risks, timing, and action items.

4 Plan:

You receive a concise summary with next steps. No obligation to list or engage.

  • Last 3 full years of financials and the year-to-date P&L

  • Most recent balance sheet and tax returns

  • Revenue by product or service line and by customer segment

  • Owner add-backs and any one-time expenses

  • Lease details or real estate info if applicable

  • Headcount summary and key role dependencies

  • Top 10 customers by revenue and concentration notes

Please bring what you can, the more information on this list provided, the more accurate of an exit-plan and valuation opinion we can provide.

Why owners choose Buy Sell EDGE

  • Zero-fee listing option for qualified sellers so more of your proceeds stay with you
  • Dedicated deal team on every sale: M&A Advisor, Buyer Coordinator, Legal Advisor, and Real Estate Advisor (when property is involved)
  • Transparent model that aligns incentives and reduces friction for both sides
  • Modern process with clean data rooms, disciplined buyer screening, and clear timelines

Request my Confidential consultation

How we think about value

  • Cash flow base: SDE for owner-operated companies, EBITDA for larger teams
  • Market multiples: what buyers are paying in your industry and size band
  • Risk and durability: customer concentration, recurring revenue, process maturity, and bench strength
  • Growth and capital needs: realistic upside and the investment required to reach it
  • Deal structure: how cash at close, seller financing, and earnouts change net proceeds
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Your outcomes after the call

  • A valuation range you can explain to partners and family
  • A punch list that protects value and reduces buyer objections
  • Clear go or prepare decision points tied to dates and metrics

  • A path to confidently go to market when you are ready

Request my Confidential consultation