Exit Planning Advisory

Nail the Apex.
Nail the Exit.

We help owner-operators maximize business value and execute high-value exits. Numbers-driven. People-focused. Ethical growth.

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Owners who regret their exit
75%
Owners with a documented exit plan
32%
Value left on the table in rushed sales
30–50%
The Problem

Most owners sell too early and leave money on the table.

Buyers and brokers evaluate 3–6 years of financial data, not the last 3 months. A sale rushed in months may yield 50–70% of what 1–2 years of preparation would achieve. Exit planning isn't a sprint — it's the most important project your business will ever run.

3–6 yrs
of financials buyers review
68%
of owners have no exit plan
"I thought I could sell in six months. Turns out I needed two years just to get my books in shape."
— Every business owner who waited too long
The Apex Method

Three stages. One outcome.

Every engagement starts with data, moves to decisions, and builds toward either a high-value sale or sustained growth. No guesswork. No emotional decisions.

Stage 1 — Days 0–90
Data
We learn your business through numbers, not assumptions. Rudimentary valuation, deep data collection, metrics baseline, and operational stabilization.
DCF & EBITDA valuation Unit economics & CAC/LTV SOP development Founder independence
Stage 2 — Days 90–180
Foundation
The critical decision: grow or sell. Using real data, we choose a path and begin executing. No more guessing.
Grow or sell decision 90-day metric sprints Narrative building Valuation refinement
Stage 3 — Quarters 3–4+
Build
Repeat the 90-day sprint cycle. Remove waste. Grow value. Track valuation progress. When you're ready, we transition to sale preparation.
Quarterly sprints Waste removal Valuation tracking Sale readiness
Day 90: Grow or Sell?
Path A
Sell Track
  • Clean the books and financial statements
  • Build a narrative around the numbers — not just the numbers themselves
  • Prepare for buyer due diligence and scrutiny
  • Position the business for broker listing at maximum value
Path B
Grow Track
  • Select one key metric to move in 90 days
  • Identify the major levers available
  • Execute the sprint, measure results
  • Repeat quarterly until ready to transition to sell
Who We Work With

Built for the owner who built it themselves.

We work with bootstrapped operators who understand exit planning matters — but don't have the bandwidth or methodology to execute it alone.

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Owner-Operators

Bootstrapped founders running profitable businesses between $500K and $3M+ in annual profit. Any industry, any geography.

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Not Yet Ready to Sell

You know your business could be worth more. You're 1–5 years from an exit and want to maximize what you've built before going to market.

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Execution, Not Just Advice

You don't need another consultant telling you to "improve EBITDA." You need someone in the weeds — restructuring pricing, cutting waste, building systems.

Philosophy

How we think about exits.

We don't chase growth for growth's sake. We pursue ethical, sustained value creation that holds up to buyer scrutiny.

Remove waste before adding value. Simplify before you scale.

Decisions without data are emotional decisions. We don't do emotional decisions.

Brokers look at 3–6 years of financials, not the last 3 months. Start now.

Your business will only sell for what a buyer will pay. Our job is to make that number as high as possible.

Start Here

Ready to nail the exit?

Start with a free, no-obligation valuation and growth conversation. We'll show you where you stand and the three biggest levers to increase your value.

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Pacific Northwest based. Serving clients nationally.