How Engagements Begin
Exit planning is most effective when expectations are clear from the start.
That early clarity matters because value erosion unfolds over time, often before an owner recognizes it is happening and understands the impact.
Every engagement begins with a brief introductory conversation to determine fit, priorities, and timing. From there, owners move through a structured assessment and collaborative review process designed to turn insight into disciplined action.
Common risks include overreliance on key relationships, founder-dependent operations, inconsistent cash flow, unclear leadership continuity, and unaddressed execution risk.
Effective exit planning addresses these issues before urgency limits available options.