WAYS OF WORKING

Timing AND KEY Deliverables BY Growth Stage

We bring a psychology-based methodology to the world of M&A.

Our holistic approach to navigating buyer & seller motivations enhances company positioning and outcomes, while centering each founder’s unique values, pace, and big-picture priorities.

A woman business owner standing with a female Certified Exit Planning Advisor, sharing documents on paper and a tablet. They are analyzing the company's valuation to determine next steps for growing or selling the business.

FIRST 30 DAYS

CLARITY + DIRECTION

Conduct a comprehensive Discovery Workshop and build your Data Room.

Readiness Assessment followed by your CVI™ Results & Analysis.

Complete your Company Valuation using proven formulas and market metrics to define both the current and potential business value.

Develop your Buyer Profiles and Exit Options to inform a high-impact Action Plan focused on closing your Value Gap.

A woman or non-binary person turning a page in an open notebook on a wooden desk with a pen, a coffee mug, and potted plants. This is a safe, empowering workplace for minority, LGBTQ+ and women business owners seeking growth or exit.

90-DAY SPRINTS

VALUE OPTIMIZATION

Implement the Value Acceleration Methodology® tools and framework for relentless execution toward growth or exit based on your pace and priorities.

Develop Scorecard and conduct Monthly Tracking and Quarterly Realignment Workshops to update your valuation and prepare the next 90-Day Sprint.

While Motivated Sellers may do 2-3 rounds before going to market, Maximizers can spend 3-5 years accelerating value for an optimal sale.

Modern office space with a leather armchair, green plants, and a coffee table with books. This is a boutique advisory firm for exit strategy, growth, and M&A process for purpose-driven business owners and minority, LGBTQ+ and women founders.

9-12 MONTHS TO CLOSE

EXIT + WHAT’S NEXT

Curate your trusted, expert Advisory Team to guide through the full M&A process.

Support development and distribution of Compelling Sales Materials to attract buyers. Qualify Buyers and prepare you with Strategic Positioning for Interviews.

Work with legal and finance team to navigate Due Diligence and negotiate deal structure & terms to close your best deal.

Post-exit communication plans and integration support for your transition.

PACKAGES AND RETAINERS

CLARITY + DIRECTION

A wooden desk with an open book, a coffee cup, a green desk lamp, and bookshelves. This is an inclusive, values based consulting firm providing exit strategy, business development, and M&A advisory for purpose-driven companies.

Company Vitality Index™

Comprehensive Discovery Workshop

Exit Readiness Assessment

CVI™ Results Analysis

Current Company Valuation

Profit + Value Gap

Extended Package:

  • Data Room Buildout

  • Exit Options + Timeline Analysis

  • Key Buyer Profiles

  • Value-Prioritized Action Plan

Build a Package

GROW VALUE + EXIT

Modern conference room with dark walls, green chairs, a wooden table, large windows, green plants, and pendant lights hanging from the ceiling. This is collaborative, inclusive workplace for exit planning, business development, and women-led M&A.

Value Acceleration Methodology®

Company Scorecard

90-Day Sprints

Monthly Tracking Workshop

Quarterly Realignment Workshop

Extended Package:

  • M&A Team Management

  • Compelling Sales Materials

  • Buyer Interview Prep & Facilitation

  • Due Diligence and Legal Guidance

  • Post-Exit Planning and Transition

Get Started

Jade Partners provides exit planning and M&A advisory services for privately held businesses. The firm is not a registered broker-dealer or investment banker and does not provide securities brokerage services or take custody of investor funds/securities.

  • exit planning can lead to 62% higher valuations and 43% more buyer inquiries

    —State of Owner Readiness™ National Report

  • 60% Higher close rate when working with a Certified Exit Planning Advisor

    —Exit Planning Institute®

  • 69% of business owners identify Exit Strategy on their priority list

    —State of Owner Readiness™ 2025 National Report

  • Over 50% of millennial and Gen Z owners say they want to exit their company within the next 5 years.

    —State of Owner Readiness™ 2025 National Report

  • Advisors who earn the CEPA® designation have the ability to holistically serve business owners' needs regardless of the timing of their exit.

    —Exit Planning Institute®