ATTENTION: Business owners

Build a Business That's
Valuable, Sellable, and Ready for What's Next

Most business owners spend decades building their company but fail to prepare it for exit. The result? They leave millions on the table or discover their business isn't sellable at all.

Whether you're planning to sell in 3 years or 15, the time to start preparing is NOW.

ITB Advisory Group helps you systematically build enterprise value, prepare for transition, and maximize your outcome—whether that's a sale, succession to family, management buyout, or strategic passive ownership.

Your Business Is Your Largest Asset.
Are You Treating It That Way?

Why Exit Planning Matters

For most business owners

✔️ 60-90% of their net worth is tied up in the business

✔️ They have no clear idea what the business is actually worth

✔️ They haven't documented processes or built a management team

✔️ They're essential to daily operations, making the business unsellable

✔️ They have no tax-efficient exit strategy

✔️ They haven't considered succession, estate planning, or family transfer

The result? When they finally want to exit:

✔️ The business is worth 30-50% less than it could be

✔️ It takes 2-5 years longer than expected to sell

✔️ Buyer negotiations are painful because the business is poorly prepared

✔️ Tax planning is rushed, costing hundreds of thousands

✔️ Family conflicts arise around succession and fairness

Exit planning solves these problems—if you start early enough.

WHAT WE DO

Business Valuation & Value Gap Analysis

We conduct a comprehensive valuation to determine what your business is worth today—and what it could be worth with strategic improvements.

Exit Readiness Assessment

We evaluate your business across 8 critical dimensions: financial systems, operations, management team, customer concentration, scalability, documentation, risk profile, and market positioning.

Value Enhancement Strategy

We create a multi-year plan to systematically increase enterprise value by improving margins, reducing owner dependency, strengthening management, diversifying revenue, and documenting systems.

Succession Planning

If you're transitioning to family or key employees, we help you structure the plan, ensure financial viability, and minimize family conflict.

Tax-Efficient Exit Structuring

We coordinate with your CPA and attorney to structure the sale or transition in a way that minimizes taxes and maximizes net proceeds.

Buyer Preparation & Positioning

When you're ready to sell, we help you prepare financials, create a compelling business narrative, and position for maximum valuation.

Post-Exit Wealth Planning Coordination

Exiting is just the beginning. We help you coordinate with financial advisors to ensure your proceeds are invested wisely for long-term security.

A Proven Framework for Maximizing Exit Value

Phase 1: Valuation & Assessment (Months 1-2)

✔️ Current business valuation

✔️ Exit readiness scorecard

✔️ Value gap analysis

✔️ Strategic opportunity identification

Phase 2: Value Enhancement Planning (Months 3-6)

✔️ Multi-year value creation roadmap

✔️ Financial improvement initiatives

✔️ Operational optimization

✔️ Management team development

✔️ Documentation and systems building

Phase 3: Ongoing Implementation & Monitoring (Years 1-5+)

✔️ Quarterly progress reviews

✔️ KPI tracking

✔️ Strategic adjustments

✔️ Annual re-valuation

✔️ Market monitoring

Phase 4: Pre-Sale Preparation (Months 12-6 before exit)

✔️ Financial cleanup and presentation

✔️ Buyer narrative development

✔️ Management team positioning

✔️ Risk mitigation

✔️ Deal structure planning

Phase 5: Transaction Support (Final 6 months)

✔️ Buyer engagement coordination

✔️ Due diligence preparation

✔️ Negotiation support

✔️ Deal closing assistance

WHO THIS IS FOR

You Need Exit Planning If:

✔️ You plan to exit within 3-10 years

✔️ You don't know what your business is worth

✔️ You're the bottleneck in daily operations

✔️ Your business doesn't run without you

✔️ You haven't documented key processes

✔️ Your financials aren't presentation-ready

✔️ You're considering succession to family or employees

✔️ You want to maximize sale value

✔️ You need tax-efficient exit structuring

✔️ You want optionality: ability to sell OR keep

PRICING

Exit Readiness Assessment: $5,000 - $12,000 (includes valuation, scorecard, and strategic recommendations)
Exit Planning Retainer: $3,000 - $8,000/month for ongoing value enhancement and preparation (typically 2-5 year engagement)
Pre-Sale Advisory: $15,000 - $50,000 for transaction preparation and support
Success Fee Option: Performance-based fee tied to increase in valuation (typically 5-15% of value increase)