2027 EXIT PLANNING SUMMIT SPONSORS

Exit On Your Terms

At Exit on Your Terms, our goal is to collectively reach clients two to five or more years before their intended exit so they have the runway to dramatically shape the outcomes they want to achieve, and avoid traps that result in the common low success and satisfaction rates. To accomplish this, we've developed a suite of tools and assessments designed to connect with owners earlier in their journey, and raise awareness around critical topics in a comfortable, confidential, and user-friendly manner.

Our tools are designed to reduce friction as they provide immediate customized results without manditory reviews, personal data require, or costs to owner or advisors. In fact, advisors may co-brand the reports with their logos and include their compliance data, disclaimers, a marketing promotion, and even comments. They may also join our collaborator network to gain inbound referrals for their services, or receive referral fees for M&A clients provided to our sister brand. In lieu of referral fees, we can credit referred clients for the costs invested with the referring partner on exit planning related services (in both cases, up to 20% of success fees received).

Since 2002, our team has orchestrated over 1,000 sell-side transactions (with an 82% success rate), so we know how complex a successful exit can be. It demands expertise across many different areas, from preparation to execution and beyond. While none of us can be experts in every field, together we can craft the results our clients deserve, ensuring clients don't become part of the dismal 20% success rate or 25% satisfaction rate we see far too often.