Exit Readiness Audit
A structured assessment of where you stand today across financials, operations, legal, and buyer appeal. We score you against what buyers actually pay premiums for and identify the gaps killing your multiple.
Exit Planning · Business Valuation · Execution Support
The Exit You Deserve
Takes Years to Build.
Start Today.
M&A advisors take 5–10% of deal value and start the clock before your business is ready to sell. Business brokers charge 10–12% and bring unvetted tire-kickers. Owners who plan 3+ years out get 2–4× more. Boojee builds the financial clarity, documentation, and deal structure that commands premium multiples — confidentially, on your timeline.
3–5 Yr
Planning Window
2–4×
Higher Multiples
100%
Confidential Process
What We Build
Six deliverables. One sellable business.
Most businesses are worth far less than owners expect — not because they aren’t profitable, but because they haven’t been built to sell. We fix that.
Business Valuation
Market-comparable valuation using your actual financials — revenue, EBITDA, growth trajectory, and sector multiples. We show you what the business is worth today and what it could be worth with targeted improvements.
Value Driver Analysis
Buyers pay multiples for recurring revenue, clean systems, and low owner dependency. We map your current value drivers, rank them by impact, and build a prioritized plan to strengthen each before going to market.
Owner Dependency Reduction Plan
The single biggest discount on sale price is an owner the business can’t run without. We build your succession playbook — SOPs, delegation framework, and a staged transition that keeps valuation intact through diligence.
Deal Structure Options
Asset sale vs. stock sale changes your after-tax proceeds by hundreds of thousands. We model both structures and prepare you to negotiate from a position of clarity — not confusion — when offers arrive.
Tax-Optimized Exit Strategy
The structure of your exit determines how much you actually keep. We coordinate installment sales, capital gains timing, QSBS exclusions, and entity restructuring to maximize your net proceeds — before you sign anything.
How It Works
Four phases. One clear path to exit.
Every engagement follows the same disciplined process — from where you are today to a business that sells on your terms.
Readiness Audit
We assess your financials, legal structure, operations, and market position against buyer expectations. You get a scored report with clear priorities.
Strategy Session
A deep-dive working session to align on your exit timeline, target buyer profile, deal structure preferences, and the value improvements with the highest ROI.
Plan Development
We build the full exit strategy document — valuation, value driver roadmap, owner dependency reduction plan, deal structure analysis, and tax optimization framework.
Execution Milestones
Quarterly check-ins to track progress against your exit roadmap, update the valuation model as improvements land, and keep the strategy current as conditions evolve.
Packages
Two ways to work together.
Start with the Readiness Report to know where you stand. Upgrade to Full Exit Strategy when you’re ready to build toward market.
Exit Readiness Report
$1,498
One-time
A comprehensive snapshot of your business through a buyer’s eyes — what you’re worth today, what’s holding down your multiple, and a 12-month action roadmap to close the gap.
- Full exit readiness audit across 6 dimensions
- Market-comparable business valuation benchmark
- Value driver scoring + gap analysis
- Owner dependency assessment
- 12-month prioritized action roadmap
- Written report delivered within 10 business days
Recommended
Full Exit Strategy + Execution Support
$2,998
One-time
Everything in the Readiness Report, plus the complete strategic framework to actually get you to the closing table — with support through execution milestones.
- Everything in the Readiness Report
- Deep-dive strategy session (90 min)
- Owner dependency reduction playbook
- Deal structure analysis: asset vs. stock
- Tax-optimized exit structuring memo
- Buyer-ready documentation checklist
- Quarterly execution milestone reviews (1 year)
- Priority email access during exit preparation
Quick Assessment
Your Exit Readiness Score
Five questions. Instant insight. See how buyers will see your business today.
Are you exit-ready?
Toggle each item that applies to your business right now. Your score updates instantly.
0 / 5
Client Results
The exit multiple is built before the listing.
What a buyer pays depends almost entirely on what you built in the two years before they showed up.
We're building a track record and don't have verified client exits to cite publicly yet. What we can tell you: our Exit Readiness Report surfaces the exact gaps that suppress valuation — owner dependency, undocumented processes, revenue concentration — and gives you a 12-month action plan to address them before a buyer runs their own due diligence.
Confidential
Process
Tax-Optimized
Structuring
Buyer-Ready
Documentation
No Business
Broker Commission
FAQ
Common questions.
How far in advance should I start planning my exit?
The research is clear: owners who begin exit planning 3–5 years before their target sale date consistently achieve 2–4× higher multiples than those who start 6–12 months out. The work required — cleaning financials, documenting SOPs, reducing owner dependency, building recurring revenue — takes time to show up in the numbers buyers care about. The earlier you start, the more options you have and the less you leave on the table.
What’s the difference between the Readiness Report and Full Exit Strategy?
The Readiness Report tells you exactly where you stand today — your current valuation benchmark, what’s holding down your multiple, and a prioritized roadmap to improve it. The Full Exit Strategy takes that foundation and builds the complete framework: the owner dependency reduction playbook, full deal structure analysis (asset vs. stock), tax-optimized exit structuring, and quarterly execution support for 12 months. If you’re within 2 years of a target exit, the Full Strategy is where to start.
Do you help with finding buyers or running the sale process?
Our focus is on getting you exit-ready — the strategy, documentation, financials, and structure that maximize your value before any buyer conversation starts. We do not act as a business broker or represent you in the transaction. Our clients who complete the Exit Strategy consistently receive stronger offers and more favorable terms because they walk into the process prepared. We can recommend M&A advisors and brokers in our network when you’re ready to go to market.
What type of businesses do you work with?
We work with owner-operated businesses with $500K–$10M in annual revenue across professional services, healthcare services, home services, retail, SaaS, and light manufacturing. If your business is profitable and you want to exit on your terms in the next 1–5 years, we can help. Reach out even if you’re not sure — the readiness audit will tell you where you stand regardless of timing.
Is this confidential? I don’t want employees or customers to know I’m planning an exit.
Completely confidential. Everything shared with Boojee Estate is protected under our standard engagement agreement. We never contact your employees, vendors, or customers. All communication is with you directly. Part of the work we do is building a business that can transition without disruption — so your team and customers never notice a change in operations, even after close.
Get Started
Tell us about your business.
Fill out the form below and we’ll follow up within one business day to discuss your situation and recommend the right starting point.
Start your exit planning.
All inquiries are confidential. We typically respond within 24 hours on business days.
Prefer email? Reach us directly at exits@boojee.estate