Houston, TX
Exit planning for Houston business owners.
Most business owners get one exit. The gap between a good outcome and a great one is measured in years of preparation, not weeks of negotiation. We work alongside your CPA, tax counsel, and estate attorney to build a 24–36 month plan that maximizes after-tax proceeds and protects the legacy.
The three pillars
Financial, business, and owner readiness — in that order.
Financial readiness
Personal after-tax proceeds needed to fund retirement, philanthropy, and next-generation goals — reconciled against a realistic business valuation range.
Business readiness
The company runs without the owner, EBITDA is normalized and documented, and value drivers are defensible under buyer scrutiny.
Owner readiness
The owner has decided what comes after — a next chapter, family legacy, board work — and is emotionally prepared to hand over control.
The timeline
A 36-month runway is where the value is built.
36+ mo
Foundation
Establish a baseline valuation, address customer concentration, professionalize the second layer of the team, clean up the financials.
24 mo
Value creation
Execute two to three concrete initiatives that measurably improve EBITDA and de-risk the business. Every turn of the multiple compounds.
12 mo
Pre-market prep
Sell-side Quality of Earnings, legal cleanup, working capital normalization, buyer universe research, and confidential positioning.
0–12 mo
Market & close
Confidential outreach, LOI negotiation, diligence management, and the transition plan for the twelve to twenty-four months after close.
Houston Office
The best time to start exit planning is three years before you actually want to sell.
The second-best time is now. Introductory conversations are confidential and led by a partner. We will tell you honestly where you stand and what would need to change to earn a market-leading outcome.