The Exit Readiness Assessment
A deep look at your business two to three years out, delivered as a written plan you can act on: what drives value, what the sale will cost you in tax under each structure available, and the moves to make now. Fixed fee, agreed in writing after the free first talk.
A written plan, not a meeting
- Value drivers and value detractors in your company as a buyer would see them
- Tax exposure at sale, modeled under the deal structures realistically open to you
- The New Jersey items — bulk-sale, state tax on the gain, residency questions — a buyer's advisor might miss
- Entity, agreement and goodwill issues to fix, in order, with a timeline
- The estate and family questions the sale will make urgent
Four to six weeks, mostly our work
- Kickoff: your goals, your number, your timeline, your current advisors
- Document intake through the secure portal: returns, financials, entity documents, agreements, any prior valuation
- Analysis and drafting, with one mid-point check-in
- Results review: Martin walks you through the plan and the sequence
- Decision: continue on the runway retainer, take the plan to your existing team, or pause
Owners who are serious about the number
The assessment filters serious owners from tire-kickers and it pays for itself. It suits an owner with a New Jersey company worth roughly $3M to $20M who expects to sell, transfer or restructure in the next several years and wants to know, in writing, what the sale will cost and what can be done about it before a buyer sets the terms.
Ten questions. Two minutes. Where do you stand?
These are the questions Martin asks in a first talk. Answer them here and see how much room you still have. Nothing you enter is sent or stored anywhere.
0 of 10 answered
A first talk is free, and it is short.
Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.