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a better exit

Legal and Financial Exit Strategy

You only exit your business once, so it pays to get it right.

 
When potential buyers take interest in your business, they will be looking for two things: your financial potential and any red flags in your company.  A comprehensive Exit Strategy guarantees that strong financials and smooth path to closing is all they find.

What if you couldā€¦

  • Understand and explain your own financials with confidence
  • Learn how to tell your business story in a way that increases the value of your business to potential buyers
  • Know what needs cleaning up in your business, and have a prioritized plan for how to get there
  • Spot the things that wouldn’t make sense for buyers and make sure they do
  • Make sure your business isn’t undervalued so you can cash-in on your hard-earned equity for top-dollar
  • Be in complete control of your business’ financial future

An Exit Strategy gives you the confidence to:

  • Set up the right structure for your business

  •  Invest in the right legal documents now

  •  Achieve that next phase of growth, and

  •  Eventually exit your business with ease, clarity, and all your hard-earned equity!

What if you couldā€¦

  • Understand and explain your own financials with confidence
  • Learn how to tell your business story in a way that increases the value of your business to potential buyers
  • Know what needs cleaning up in your business, and have a prioritized plan for how to get there
  • Spot the things that wouldn’t make sense for buyers and make sure they do
  • Make sure your business isn’t undervalued so you can cash-in on your hard-earned equity for top-dollar
  • Be in complete control of your business’ financial future

An Exit Strategy gives you the confidence to:

  • Set up the right structure for your business

  •  Invest in the right legal documents now

  •  Achieve that next phase of growth, and

  •  Eventually exit your business with ease, clarity, and all your hard-earned equity!

‘What if selling isn’t on my mind right now?’

Creating an Exit Strategy for your business now also means:

MORE REVENUE


Building your business with the end in mind helps you 
grow strategically and sustainably, maximizing profits along the way and when you sell.

FREEDOM OF TIME


Making a plan to take yourself out of the business day-to-day gives you back time to focus on the things you enjoy and actually retire someday.

GROW WITH CONFIDENCE


Your business growth is only as solid as your legal foundation. With a strong legal foundation, the sky is the limit to what your business can become!

PEACE OF MIND


Trust that your business will be in good hands, no matter what happens in the future–and that your family will be provided for after you’re gone.

READY FOR SALE


You’ll be ready to say “yes!” (and actually close the deal!) when that once-in-a-lifetime offer comes around or you find the perfect buyer.

LIMITLESS POTENTIAL


Understanding the options
 for exiting your business helps you see the potential for growth along the way, and start planning the exit that’s right for you.

WHAT YOU GET

  • Legal Assessment Quiz to identify your legal priorities and goals, clarify your questions, and see where your business stands right now
  • 2 hour Zoom Strategy Session with an attorney to start creating your Exit Strategy 
  • 90 minute Zoom Strategy Session with a CPA
  • Legal Inventory and Risks Report to show you where you’re exposed
  • Customized Exit Strategy & Action Plan with Financial and Legal strategies–broken down with concrete, actionable steps
  • Custom Decision-Making Matrix for your unique goals
After you receive your Plan, you’ll also get:
  • A 1 hour follow-up call to discuss the Plan
  • 1 round of revisions

YOUR INVESTMENT

Legal & Financial Exit Strategy

$17,500

OR 3 PAYMENTS OF $6000

  • Legal Assessment Quiz
  • 2 hour Zoom Strategy Session with Meredith
  • 90 minute Zoom Strategy Session with David
  • Legal Inventory & Risks Report
    (based on your survey results)
  • Custom Exit Strategy & Action Plan - Legal and Financial
  • 1 hour follow-up call
  • 1 round of revisions
SIGN UP NOW

CLIENT SPOTLIGHT

“By FAR the most valuable and responsible step I have taken as a business owner”


Vernon was struggling to create a smart and sustainable growth plan when he came to see me. He wasn’t clear on where his company was going—and he had no clue just how valuable his business was! With an Exit Strategy Session Vernon got clear on exactly what he needed to do to achieve the next level of growth.

BEFORE

  • Not able to see the big picture of his business
  • Confused about which professionals to hire for what he needed
  • Didn't know what to do next to achieve the next level of growth he wanted
  • Unsure how to prioritize the various risks in his business
  • Had no idea how much his business was really worth

AFTER

  • Massively grew his team and replaced himself as CEO
  • Revenue skyrocketed
  • Knew exactly who to hire and what their role would be
  • Clear on what his greatest risks are and how to tackle them
  • Got a plan that made growing logical and affordable through prioritization
  • Shocked, relieved, and ecstatic to realize the massive value of his company
  • Has more free time to enjoy life

“I would recommend Meredith’s program to anyone who needs expert advice on how to manage and prioritize the risks associated with a growing business. As a business owner its value is incredible. Every business owner should go through this process.”


Vernon Hogan, 
PRO Software Solutions

RELATED SERVICES

Legal Exit Strategy 

$10,000


When potential buyers take interest in your business, the first thing they look at is your financial potential. In your 1-1 Strategy Session with a CPA, you’ll create a customized Financial Exit Strategy, so your financial story is clear to a buyer—and you make more now and when you exit!

LEARN MORE
Exit Strategy Course

$5,000


If you’d rather create your own Exit Strategy with our support–and connect with other enterpreneurs like you–we’ve created a course just for you! You’ll get live instruction, peer support, live Q&As with Meredith, guest speakers and more in our Better Exit Course!

LEARN MORE