Business Exit Consulting

Many business owners face the challenge of planning for business succession or exit, and without guidance, they simply shut down their business, leaving value on the table for themselves and their community. Whether you are considering conversion to cooperative ownership by your workers or sale to another business, team, or individual in your community, our Business Exit Consulting provides customized, one-on-one support to help you plan and navigate the process to achieve a successful exit that preserves community wealth, maintains local jobs, and honors your legacy.

Through intensive consulting engagements, we work alongside you to assess your options, identify potential buyers, structure favorable terms, and plan for a smooth transition that protects your interests and your community.

Our Business Exit Consulting provides comprehensive support through all aspects of business succession and transition:

When you enroll in our Business Exit Consulting program, we match you with a dedicated business consulting team based on your business type, industry, and complexity of needs. Together, we co-create a consulting plan that meets your specific exit goals and timeline.

We meet regularly to work through your consulting plan. Between sessions, our consultants take a hands-on approach by preparing valuation analyses, developing marketing materials, conducting buyer research and outreach, coordinating due diligence, and documenting strategic recommendations for review and revision. This collaborative process allows you to focus on running your business while receiving expert support.

Our typical engagements span 6-18 months depending on the complexity of your business and the transition pathway chosen.

Our Business Exit Consulting is designed for small businesses that:

• Have established business operations and are making at least $250,000 in annual sales
• Are considering exit within the next 2 years
• Value preserving jobs and community wealth in their transition and are interested in community-centered succession options
• Are ready to commit time and effort to the exit planning and transition process

The costs of our Business Exit Consulting depend on the complexity of the transaction and the timeline of the engagement. Contact us to inquire about pricing for your specific needs.

Contact us to discuss how we can work together to support your small business or cooperative.