Get your business ready for someone else to carry it forward.

How Exit Ready works

1. 1

   Discovery

   We begin with a conversation and a short request for documents.

   You receive a findings letter explaining what the initial records show, where the gaps are, and a clear scope for the next step. If information needs to be recovered or assembled before we can assess it, we identify and scope that work up front.

2. 2

   Readiness Snapshot

   Using your accounting exports and answers to a few questions, I examine the customer base, repeat business, customer concentration, contact information, record quality, and dependence on key people.

   You receive the full snapshot, a one-page plain-English summary, and a ranked list of five to ten things to address.

   The snapshot helps you understand what could stand in the way of a handoff and where to focus first. You can use it on its own or continue into an engagement.

3. 3

   Engagement

   We scope the work around what your business needs. That may be one important fix or a broader effort to prepare records, document operations, and build tools that support a transition.

   Depending on the scope, the work can include:

   • A clean customer list with account history and contacts.
   • A practical plan for following up with lapsed customers.
   • Analysis of repeat-service timing, estimates, and win rates.
   • An operational knowledge manual.
   • Financial analysis and an earnings recast.
   • An organized package of records for sale preparation.

   Custom applications and ongoing maintenance are scoped separately.