The Exit Report
A valuation and roadmap for preparing businesses to sell or transfer to the next generation.
The Exit Report
- Business valuation based on three approaches and comparable transactions.
- A Value Builder Score Report reviewing how your company scores on the 8 drivers of business value.
- Two hours of one-on-one confidential consultation via Zoom with a Certified Value Builder to explain the Report and answer your questions.
- One month full access to The Value Builder System - the world’s leading cloud-based platform for building company value.
- Designed for business owners with $500k - $10 million in annual revenue.
Exit Report + Lease Analysis
- Review of your Lease by a commercial leasing expert and how it can impact your exit plans (business terms only, not a legal review)
- Analysis of the business Terms contained within your Lease and how they impact the valuation of your business
- Recommendations on how to increase your business’s valuation by negotiating changes in your Lease Terms
- Development of a concise Lease Abstract highlighting the most pertinent business terms in your Lease
- 30-minute one-on-one confidential consultation with your Leasing Specialist
Exit Report + Property Analysis
- An Opinion of Value Report based on comparable sales and property condition. Property tour required and currently available only in Chicago Metro
- Analysis of any Tenant Leases
- Recommendations on how to increase your business’s valuation with the right positioning of your property
- A comparative analysis for including real property in a sale of your business, or retaining ownership of it as an investment property with Tenant(s)
- A thirty-minute one-on-one consultation with an experienced and knowledgeable InSite Commercial Realty Broker
3 Steps to get your Exit Report
We'll email you a link to schedule a quick introductory call and to invite you to get your Value Builder Score by taking a 10-15 minute questionnaire.
You'll immediately receive your Score and a one-page report highlighting how your business ranks across the 8 drivers of value.
During our introductory call we'll provide instructions to send us the basic documents we'll need to complete your valuation.
We'll give a quick overview of Score report, and how to login to the Value Builder System and access monthly video tutorials and value-building tools.
Meet with your advisor for a detailed review of the Exit Report.
We'll explain the current and potential value of your business and give you some actionable steps to consider.
This can be scheduled as one 2-hour session or two 1-hour sessions.