The Exit Report
Do you know the value and "sellability" of your business?
What's Included:

Valuation
Understand the Most Probable Sales Price of your business. Identify which value drivers are helping or hindering your chances of successfully selling one day.

Pre-Diligence Checklist
50% of deals fail during the Due Diligence phase. Our checklist will help you prepare for due diligence and a successful sale.

Future Valuation Scenarios
Scenarios included showing how specific changes will affect the value of your business.

Online Tools & Education
Self-serve access to the same tools and content that we use to help clients increase business value.

Industry Insights
M&A activity and Insights - specific to your industry. (Based on NAICS or SIC code)

Year-End Update
Year-end updated report included to reflect the latest financials at the end of your fiscal year.

Designed for Owner-Operators
Built upon 17+ years of experience advising businesses with with $300K - $20M in annual revenue.

1-on-1 Exit Strategy
Meet with Jason Pittman, founder of ExitAdvisor by phone or Zoom for an in-depth review.
It's Simple!
3 Steps to get your Exit Report

Step 1
Schedule a Discovery Call and take our 10-15 minute questionnaire.
You'll immediately receive a one-page report highlighting how your business ranks across the 8 drivers of value.

Step 2
During our 30 minute Discovery Call we'll give you overview of the one-page report you received.
Provide access to our online tools and instructions for sending the financials documents we'll need to complete your Exit Report.

Step 3
Meet with Jason Pittman, founder of ExitAdvisor, by phone or Zoom for an in-depth review of your business.
We'll explain the current and potential values 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 - $20M 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?
Yes! Send in your year-end financials and we'll update the report.
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.
What valuation methods do you use?
The Exit Report compares the following approaches:
- Multiple of Earnings
- Mulitple of Income
- Discounted Cash Flow
- Comparable Transactions
How long does it take to complete?
We can complete the valuation within 10 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 upload the necessary files to our server directly. All files and information are kept strictly confidential.
What information do you need from me?
The basics include, but may not be limited to:
- Three years of financials (Profit & Loss statements and Balance Sheets)
- Three years of federal tax returns(Two years, if the most recent year hasn't been filed.)
- Property related information (if applicable)
- Approximate value of assets and equipment included.
- Questionnaire that we'll provide.