The Exit Report

A dynamic tool for monitoring and increasing value and "sellability" . 



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Business Value
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The Exit Report

$100.00 /mo

(Paid Annually: $1000 - save $200)


  • Valuation & Sellability Report 
  • Future Valuation Scenarios
  • Online platform for building value.
  • Monthly video tutorials and online tools
  • 1-on-1 Exit Strategy Session
  • Update your Report in real-time 
  • Quarterly & Annual updates 
  • Fiscal year-end update.
  • Designed for businesses with with $300K - $10M in annual revenue.

It's Simple!

3 Steps to get your Exit Report

Step 1

Schedule an introductory call and take our 10-15 minute questionnaire to get your Value Builder Score. 

You'll immediately receive  your Score and a one-page report highlighting how your business ranks across the 8 drivers of value.  

Step 2

During our 30 minute intro call we'll provide instructions to send us the basic documents we'll need to complete your valuation. 

We'll give a brief overview of the Score report and how to access the system and schedule review.

Step 3

Meet with your advisor for a 60 minute review of the Exit Report. 

We'll explain the current and potential value of your business, give you some actionable steps to consider, and answer any questions you have.

Frequently Asked Questions

These are some of the questions people most frequently ask us:

Who is this for?

Business owners with annual revenues between $300K - $10M  that will eventually want to sell their business; they want to understand the current market value and sellability of their company as well as strategies for increasing them so that they can maximize their chances of a successful and lucrative exit.

I can update my Exit Report in "real-time"?

Yes!  Think of it as a "living valuation" which is driven by a detailed questionnaire and financials that help us map out your business across the eight drivers of value.  As you receive updated financials and implement changes to your business we can reflect this in the valuation report very quickly.

Can this be used for Litigation or IRS Audits?

No. You will need to have a certified valuation/appraisal done for Court purposes or IRS audits and we would refer you to a partner that can help you.  This is a MPSP (Most Probable Sales Price) approach to helping an owner understand a range of value, likely sale price, and to help set an asking price.  We have a partner that we highly recommend and will gladly an introduction.

What valuation methods do you use?

The Exit Report compares the following approaches: 

  1. Multiple of Earnings
  2. Mulitple of Income
  3. Discounted Cash Flow
  4. Comparable Transactions

How long does it take to complete?

We can complete the valuation withinin 5 business days of receiving the financials, reports, or other items we'll need to get started.

What if I don't plan to Sell?

We believe business owners should strive to have a sellable business, whether they intend to sell or not.  These are the same qualities that will make it easier to transition the company to family or employees.  It also makes the business a safer asset if life throws you any sudden curveballs.  

How do I send you my documents?

You'll receive instructions on how to do a upload the necessary files to our secure server directly.  All files and information are kept strictly confidential.

What documents do you need from me?

  1. Three years of financials (Profit & Loss statements and Balance Sheets)
  2. Three years of federal tax returns(Two years, if the most recent year hasn't been filed.)
  3. Lease or Property related information (if applicable)
  • Exit Report $100.00

    “Choosing Jason as my ExitAdvisor for my business planning and exit strategy was the best decision I made. He was knowledgeable, thorough, and extremely patient with my many questions!
    Thanks again!”

    Piggly Wiggly

  • Exit Report $100.00

    “I have been thinking the last couple of years on if I wanted to sell my business or just stay still. I was not sure where to start or even is my company attractive enough to be on the market and where am I with my company finances? I was really putting too much unnecessary pressure on myself because of the unknown.

    I contacted Jason Pittman at ExitAdvisor during my quandary to help me figure a starting point. Jason took the time to explain his process of selling a business and more importantly to make sure that I understood every aspect of my finances and the strength that I have in my company. He also pointed out where I can turn around some of my weaknesses as well.

    I had a better understanding after Jason showed me his findings in all the information that he had asked for and turned it into a small portfolio of what it would take to get top dollar and to increase the value of my company whether I was going to sell or not. This was the first time in fifteen years that I felt strong about running and increasing my finances in my adventure.

    I decided not to sell and with Jason’s suggestions we are making our company stronger for when the time comes to sell! ExitAdvisor has made our company even better than I could imagine!! ”

    President, Dream Cakes Chicago

  • ExitAdvisor

    “Thanks for your help with the valuations. Getting some strategic advice from an outside perspective and the detailed reporting was nice. They were very helpful when considering potential buyers for my businesses.”

    Custom Corner, Inc & Picture Soap, LLC

  • ExitAdvisor

    “Jason took the time to fully understand the multiple facets of my business to provide what I felt was an accurate valuation. After he presented the valuation of my business, he made himself available to go further in depth of how he arrived at his valuation and then thoroughly answered any questions I had.”

    Owner, Autopractor