Capital & Finance · Exit Planning

Your Business Deserves
an Exit Strategy

From first valuation prep to the closing table — we help build the roadmap, sharpen the numbers, and coordinate the process so you can meet the right buyers prepared. Also explore Succession Planning if an internal transfer is in scope. Starting early — often 12+ months ahead — gives you more runway to strengthen your position before the market ever sees your numbers. Begin with our Investor Readiness assessment to benchmark where you stand.

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What We Do

Full-Spectrum Exit Planning

Six disciplines, one integrated strategy. We coordinate every lever that affects your exit multiple.

Business Valuation

Enterprise-grade valuation using EBITDA multiples, DCF, and comparable transaction analysis. Know exactly what your business is worth — before anyone else does.

M&A Readiness

Data room construction, financial recast, legal entity cleanup, and buyer diligence prep. Show up to LOI as the seller buyers compete for, not chase away.

Succession Planning

Internal transfer, management buyout, or family succession — we structure the path, align the stakeholders, and handle the governance documents from start to signed.

Tax Optimization

Asset vs. stock sale modeling, installment note strategy, QSBS eligibility, and Opportunity Zone deferrals. Keep more of what you've built — legally.

Deal Structuring

Earn-out design, seller financing terms, escrow mechanics, rep & warranty insurance, and working-capital peg negotiation. We protect the headline number all the way to close.

Post-Exit Wealth

Liquidity event planning, trust formation, charitable giving strategies, and reinvestment frameworks. The exit is the event — the wealth plan is the legacy.

Process

How We Get You to the Table

A disciplined four-phase process that moves from discovery to deal in months, not years.

1

Readiness Audit

We analyze your financials, contracts, customer concentration, and operational dependencies to surface every value gap before buyers do.

2

Value Enhancement

We implement the 90-day playbook — EBITDA addbacks, recurring revenue hardening, key-man risk reduction, and system documentation.

3

Market & Buyer Strategy

Qualified buyer identification, blind teaser outreach, CIM construction, and management presentation coaching. You present from strength.

4

Close & Transition

LOI negotiation, diligence management, purchase agreement review, and post-close transition planning. We stay in the room until the wire clears.

Packages

Choose Your Exit Path

Three engagement levels. One outcome: maximum exit value on your timeline.

Readiness Assessment
$3,500
One-time engagement · Deliverable in 14 days
  • Preliminary business valuation (3 methods)
  • Gap analysis: financials, legal, operations
  • Buyer persona & market timing report
  • Tax structure pre-assessment
  • Custom 90-day readiness roadmap
  • 1-hour debrief with senior advisor
Start Assessment
Most Popular
Exit Blueprint
$8,500
Full strategy package · 45-day engagement
  • Everything in Readiness Assessment
  • Full CIM (Confidential Information Memorandum)
  • Data room setup & documentation
  • Financial recast & EBITDA addback analysis
  • Qualified buyer target list (50+ prospects)
  • Deal structure options & tax modeling
  • NDA / teaser package for outreach
  • 3 advisor strategy sessions
Get the Blueprint
Full Execution
$25K+
Success fee model available · End-to-end
  • Everything in Exit Blueprint
  • Full buyer outreach & deal sourcing
  • LOI evaluation & term sheet negotiation
  • Diligence management & Q&A facilitation
  • Purchase agreement coordination
  • Escrow & close logistics
  • Post-close wealth planning session
  • Dedicated deal director through close
Apply for Full Service
Exit Calculator

Estimate Your Exit Value

Move the sliders to model your potential exit. These are estimates — your BOOJEE advisor will refine them with real comps.

Annual Revenue (SDE basis) $2.0M
Desired Exit Multiple 4.0×
Timeline to Exit (Years) 2 yr
Estimated Exit Value
$8.0M
At a 4.0× multiple on $2.0M revenue
with a 2-year optimization runway
Get My Real Estimate

Illustrative only. This calculator applies a multiple you select to a revenue figure you enter — it is a planning illustration, not a valuation, appraisal, or offer. Actual value depends on EBITDA margin, growth rate, customer concentration, and deal structure.

What You Get

Preparation That Holds Up to Diligence

Multi-method valuation prep
Data room & diligence readiness
Financial recast & addback analysis
Buyer targeting & outreach support
Deal-structure & tax coordination
FAQ

Common Questions

What does exit planning actually involve?
Exit planning is the structured process of preparing your business for sale — maximizing valuation, minimizing tax exposure, preparing financial documentation, identifying qualified buyers, and managing the deal through to close. It's the difference between a reactive sale and a strategic one. We typically begin 12–24 months before target exit to capture the full value-enhancement runway, though we can accelerate the process when needed.
How long does the exit process take?
A typical M&A transaction takes 6–12 months from signed engagement to close. However, the value enhancement phase often begins 1–2 years prior. If your business is already "sale ready," we can run a compressed 4–6 month process. The Readiness Assessment will give you a realistic timeline based on your specific situation.
Do you work on a retainer, project fee, or success fee?
Our Readiness Assessment and Exit Blueprint are fixed-fee engagements. Full Execution engagements are structured as a retainer plus a success fee (typically 3–8% of enterprise value, negotiated based on deal size and complexity). We align our incentives with yours — we win when you win.
What size businesses do you work with?
We focus on privately held businesses with $500K–$20M in annual revenue and $200K–$5M in EBITDA. This is the lower middle market — historically underserved by investment banks and overcharged by business brokers. Our AI-assisted process aims to give you thorough, well-organized M&A preparation at a fraction of the traditional cost.
What industries do you serve?
We support owners across HVAC, healthcare services, SaaS, professional services, e-commerce, logistics, home services, and manufacturing. If your business has clean books, defensible recurring revenue, and a management team that can operate without the founder, we can help you prepare to go to market. Industries with regulatory complexity (financial services, cannabis) require a separate consultation.
Get Started

Request Your Exit Strategy Session

A senior advisor will review your submission and schedule a private 45-minute call to discuss your exit timeline, valuation range, and the right engagement level for your situation.

  • No obligation — discovery call is always free
  • All information held under strict NDA
  • Response within one business day
  • Senior advisor assigned to every inquiry
  • Works alongside your existing CPA and attorney

Important: BOOJEE Estate provides exit-planning preparation and process coordination. We are not a licensed broker-dealer, investment bank, M&A intermediary, or financial, tax, or legal adviser, and nothing on this page is an offer, solicitation, binding valuation, certified appraisal, or investment advice. Any valuations, multiples, or exit estimates shown are illustrative planning figures only — not certified appraisals and not a guarantee of any outcome, price, or sale. We work alongside your own CPA, attorney, and any licensed intermediary. Engage qualified licensed professionals before making any transaction decision.

Related Services
Exit Planning Business Valuation M&A Advisory Investor Readiness Fractional CFO