• Understand the value of your business, both tangible and intangible

• Determine how ready and attractive your company is currently

• Identify your Profit Gap and Value Gap

• Identify the Range of Value of your company—what is it worth today and what is it potentially worth

• Understand your exit options and how they apply to your company and exit goals

• Better understand your personal vision and financial needs

• Align your business, personal and financial goals

• Create, deliver and maintain 90-day action plans helping an owner de-risk the business and grow value

• Bring a trusted, expert advisory team together to work towards common goals and better collaborate

A strategic process to build a business that is transferable through strong human, structural, customer, and social capital.

It is present tense, focusing on creating value today.

A Certified Exit Planning Advisor® can work with you to evaluate the types of Exit Options available and optimal for your type of business and goals.

Some Exit Options include:

• Strategic Acquisition/Sale: Selling the business to a competitor, supplier, or a company in a similar industry (strategic buyer) or a private equity firm, usually providing the highest valuation.

• Management Buyout (MBO): The existing management team or key employees purchase the business, which is ideal for continuity and when a third-party sale is not desired.

• Family Succession: Transferring ownership to family members, such as children.

• Employee Stock Ownership Plan (ESOP): Selling all or part of the business to employees through a trust. This offers tax advantages to the seller and rewards employee loyalty.

Hybrid and partial exit options are increasingly common. If you are curious what Exit Options are available to you, request a Exit Options + Timeline Analysis for more information.

Your core team should include a Value Advisor (Jade Partners), CPA, Attorney, and Financial Advisor.

Depending on your exit plan, additional specialists we may recommend additional specialists, such as a lower mid market M&A Advisor, investment banker, ESOP attorney, family business advisor, etc.

As part of our services, we help curate your team of proven professionals who are M&A experienced, trusted by Jade, and the right fit for you and your company’s goals.

A Profit Gap is the difference between best-in-class Recasted EBITDA vs. your actual Recasted EBITDA at the same level of sales.

It is a measure of how much money the owner may be leaving on the table each year because they are not operating at the best-in-class level.

In Phase One “Readiness Assessment and Company Valuation” Jade Partners will determine your Profit Gap and Value Gap.

There are key strategies any owner can implement today to start building value now.

As Certified Exit Planning Advisors, we can work with you to increase value and salability regardless of your timeline.

Starting earlier, ideally 3-5 years or more before an exit, allows you to maximize business value, reduce dependency on you as the owner, and minimize tax liabilities.

The Company Vitality Index “CVI” is a proprietary diagnostic tool designed by Jade Partners to measure a company’s exit readiness and attractiveness.

It helps identify strengths, opportunities, and priority strategies that can have the highest impact on protecting and building company value, whether preparing for a future sale or strengthening the company’s growth and success today.

The CVI™ is made up of four weighted categories, each with 2-3 sub sections.

• Performance

  1. Financial Performance

  2. Brand Positioning

• Sustainability

  1. Owner Dependency

  2. Operations

  3. Stewardship

• People

  1. People & Culture

  2. Leadership & Management

• Growth

  1. Business Development & Marketing

  2. Scalability

We will conduct your Company Vitality Index during Phase One and present your complete results with analysis and recommended next steps.

M&A stands for Mergers and Acquisitions, a process that involves a corporate transactions where businesses combine, consolidate, or buy other companies. It is a strategic process used to accelerate growth, increase market share, reduce competition, or diversify products by joining forces (merger) or buying another entity (acquisition).