Exit Planning Advisors · CEPA®-Led
You built a valuable business. Make sure you exit with all of it. The Blueprint measures the gaps in your planning and in your value, then recommends the steps to close them, including how and when to exit.
Not just a valuation · An actionable plan · Confidential
of businesses that go to market actually sell.
of company value sits in intangibles, none of it on the balance sheet.
of sub-$10M businesses that go to market actually sell.
Sources: Exit Planning Institute (EPI) research as cited in the Exit Architects Blueprint. The cost of doing nothing is the gap between today's value and its potential.
Everyone Starts Here
It is not just a valuation. It is an actionable plan with a recommendation on how and when to transition, whichever path you choose.
Gap 01
Where your personal, financial and business planning falls short of the exit you want: goals, timeline, family, structure, documentation and readiness.
Gap 02
What the business is worth today, and the size of the gap between that and its potential.
How much more your business could be worth, and how to create it.
How to structure and time the transition.
Where you stand today, measured.
Value Acceleration
Buyers price lower-risk, more transferable businesses at higher multiples. On the same earnings, a higher multiple can change your outcome by millions. Gains can be under one turn or well over two depending on your starting point. The Blueprint identifies the moves most likely to get you there.
How to increase your EBITDA multiple →
Illustrative example
Hypothetical numbers to show the math. Not a client result or a promise.
EBITDA Multiple Calculator
Reference points
Illustrative math only. Enterprise value = adjusted EBITDA x multiple. Not a valuation, a promise or a client result. Actual gains can be under one turn or well over two depending on your starting point, industry, size, risk and market conditions.
Book a Call to Find Your MultipleWhy Transitions Fail
It doesn't run without you. A successor inherits a job, not a company.
Too much revenue from too few customers, with nothing contractual protecting it.
Non-recurring, project-based or unpredictable revenue; thin, unprotected margins.
Nothing is written down. The knowledge lives in the owner's head.
No bench, no retention plan and no next-generation readiness.
Books that don't survive diligence or a successor's scrutiny.
A number in the owner's head that the business cannot support.
The transition is treated as an event, not a process, and starts too late.
Industries
Home services business exit planning
Hvac business exit planning
Sell my msp
Medical practice valuation
Dental practice exit planning
Sell my accounting firm
Sell my insurance agency
Plumbing business exit planning
Leadership
Founder
Bradford C. Jeter, CEPA®, is Founder of Exit Architects. Before specializing in exit planning, he advised business owners in both private wealth management and middle-market investment banking at UBS, Morgan Stanley and J.P. Morgan.
At Exit Architects, we serve the owners of closely held lower middle-market businesses. Our experience spans UHNW wealth management, private banking, corporate and investment banking, and financial strategy.
Often, owners have a cabinet of financial, tax and legal advisors who do not work in concert. No matter the method of exit or amount of money involved, we put the interest of our clients first as your advocate and exit leader.
FAQ
An exit planning advisor helps business owners prepare for a sale or transfer by assessing current conditions, building a written plan and increasing business value while reducing risk in the years before an exit.
The Blueprint is the starting point for every Exit Architects client. It measures the gaps in your planning and in your business value, then recommends the steps to close them, including how and when to exit. It is an actionable plan, not just a valuation.
No. A valuation tells you a number. The Blueprint includes a valuation baseline, but its core output is a prioritized value acceleration roadmap and a recommendation on exit structure and timing.
The Blueprint is yours either way. You can implement it on your own or retain Exit Architects to execute it through monthly engagement in 90-day value acceleration sprints.
Buyers pay higher multiples for lower risk and more transferable value. Common levers include reducing owner dependence and customer concentration, growing recurring revenue, documenting systems, retaining key employees and improving financial records.
Owners of closely held lower middle-market businesses, whether the exit is years away or on the immediate horizon, and across third-party sale, family succession, management buyout and ESOP paths.
Start With the Blueprint
A confidential 30-minute call with our exit planning team to see where your business stands and what the Blueprint would show you.
Book Your Blueprint Call