Helping Soon-to-be Retiring SMB Owners

• Paragraph Pitch
• One-Pager Overview: Exit Architect
• Additional Questions & Next Steps

Paragraph Pitch

Introducing Exit Architect – a cutting-edge advisory service designed specifically for small business owners with revenues under $15M who are planning their exit. We craft a beautifully designed, data-driven future sale deck and build a secure digital data room that aggregates your financials, operations, and key documents. Our expert analysis delivers a realistic valuation and identifies opportunities for improvement, while our curated buyer persona mapping pinpoints the ideal buyers who will honor your legacy and culture. With Exit Architect, you gain the clarity and strategic roadmap to optimize your business today, paving the way for a seamless, high-value exit tomorrow.

One-Pager Overview: Exit Architect

Vision

Empower retiring small business owners (sub‑$15M revenue) to maximize the value of their legacy through a comprehensive, data-driven exit preparation service that streamlines due diligence and aligns with the right buyer.

The Problem

• Fragmented Preparation: Many small business owners lack a cohesive strategy for exit planning. Their back-office systems (accounting, FP&A, IT, HR) are often siloed and outdated, leading to missed opportunities for optimization.
• Unclear Valuation & Buyer Fit: Without a clear, professional exit analysis, owners struggle to understand their true market value and attract buyers who appreciate their unique culture and community legacy.
• Overwhelming Complexity: The exit process is confusing, with scattered data and generic marketing materials that fail to convey a business’s full potential.

Our Solution – Exit Architect

• Future Sale Deck: A custom-designed presentation that highlights your company’s strengths, growth potential, and strategic value.
• Digital Data Room: A secure, centralized repository that organizes your financials, operational metrics, and key documentation for streamlined due diligence.
• Valuation & Analysis: In-depth exit analysis that provides a realistic sale price estimate and identifies actionable improvements to enhance value.
• Buyer Persona Mapping: Curated profiles of the “right buyer” – those aligned with your culture, team continuity, and community legacy.
• Strategic Roadmap: A clear plan that helps you optimize core functions and prepare for a smooth transition, setting the stage for a high-value exit.

Target Market

Small business owners with revenues under $15M—especially those approaching retirement who are seeking both financial and legacy-driven outcomes for their business exit.

Business Model

• Advisory Fee: A one-time fee for the Exit Architect package, including the future sale deck, digital data room setup, and detailed analysis.
• Future Expansion: As the platform evolves, additional subscription or success-based fee models can be introduced when integrating full back-office operations and buyer transition services.

Value Proposition

• Clarity & Confidence: Understand your business’s true value and receive expert guidance on improvements that boost your exit price.
• Legacy Preservation: Ensure the buyer you attract respects your company’s culture and community ties.
• Streamlined Process: Eliminate complexity with a cohesive, modern platform that consolidates critical data and prepares you for a seamless transition.

Additional Questions & Next Steps

Clarifying Questions:

1. Market Focus:
• Which specific industries or regions within the sub‑$15M segment have the highest concentration of retiring owners?
• What are the most common operational pain points for these businesses, and how do they vary by industry?
2. Data & Integration:
• What are the primary sources for obtaining reliable financial and operational data from these businesses?
• How can we ensure a smooth transition of legacy systems into our digital data room?
3. Value Measurement:
• How can we quantify the potential improvement in exit valuation achieved through our advisory service?
• What metrics will be used to track the ROI for clients?
4. Adoption & Trust:
• How can we build credibility among owners who have long-standing relationships with traditional service providers?
• Should we partner with established accountants or advisors to ease the transition?

Next Steps:

1. Conduct Market Research:
• Interview a sample of sub‑$15M business owners to validate pain points and gather feedback on the proposed service.
• Analyze competitor offerings and identify the unique gaps Exit Architect can fill.
2. Develop a Prototype:
• Create a sample future sale deck and a mock digital data room that demonstrates the integrated analysis and buyer persona mapping.
• Run a pilot program with a few selected clients to test the process and refine the deliverables.
How to Asses the ‘Core Four’ to Business Operations Success
3. Build Strategic Partnerships:
• Identify potential partners in accounting, HR, IT, and exit planning to complement the core service offering.
• Explore API integrations with leading SaaS tools to streamline data capture and reporting.
4. Financial Modeling & Business Planning:
• Develop detailed pricing strategies, revenue projections, and cost structures for the MVP.
• Map out a phased rollout plan that begins with the advisory service and later expands to include full back-office integration.