Maximize Value, Minimize Doubt, Secure Your Future
Business succession planning that helps you to prepare both personally and financially for your business exit.
Schedule a Consultation View the Process
Value Builder and PREScore Questionnaires
Take our 10-minute assessments to determine your business exit readiness and how to increase the value of your business.
Creating an Exit Plan is simple, but not easy.
We work with business owners, their families and their professional team to bring a comprehensive approach to the Exit Planning process.
Our approach results in alignment of their business and personal planning goals.
Every business owner is entitled to have an opportunity to conduct a confidential exit planning process. Exit planning is a business strategy. It integrates your personal, business and financial goals and serves as a guide for success.
Our Value Creation process increases the value of the business and prepares the company for due diligence. We will then take your business to market, evaluate offers and negotiate the sale of your business.
A proper, well run, unbiased Exit Planning process provides immediate returns and benefits while defining a clear roadmap for your future.
Take the PREScore Questionnaire Get Your Value Builder Score
Real expertise from actual business owners who have sold multiple businesses.
We are NOT business brokers or investment bankers. We are former entrepreneurs who have successfully built and sold our own businesses. We recognize that one size does not fit all. Each of our business were unique, were in different industries, and sold in different economic conditions. Each had its own success and imperfections as well as reasons for selling.
That is why we start with a free, no-obligation consultation. We work with you to determine your exit planning goals and make them achievable. We also believe you should pay for what you need and what you will use. This is why we have aligned our service offering and fee structures to match that philosophy.
- Over 25 years of experience.
- Business selling success rate of over 75%.
- Entire evaluation and exit planning process is handled for you.
Take the PREScore Questionnaire
PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner’s readiness to exit their company on a personal level. Using an exclusive algorithm, developed by analyzing more than 40,000 business owners and conducting more than 200 in-depth interviews with owners who have recently sold, PREScore™ calculates an owner’s readiness by identifying their status on each of the 4 drivers of a satisfying exit.
The 12 questions that make up PREScore™ are often overlooked by business owners, leaving them unprepared and in a state of crisis after the decision to exit is made. PREScore™ helps identify the at-risk areas and provides personalized recommendations for improvement, helping owners create a personal plan that ensures a happy and lucrative exit.
Take the PREScore Questionnaire
Get Your Value Builder Score
Whether you want to sell your business now or decades into the future, getting your value builder score will allow you to:
- Diagnose what may be holding you back from creating a company that can fully thrive without you.
- See how an acquirer would evaluate your business, enabling you to focus today on what will be important down the road.
- Identify hidden things that may quietly drag down the value of your business so you can eliminate them before they become a problem.
- Pinpoint the part of your business that will have the most value to an acquirer so you can invest more resources in areas likely to be most attractive to an investor or acquirer.
We understand the confusion, concern and reluctance to begin thinking about planning for your business exit.
We are entrepreneurs who have successfully sold several businesses. We understand your reluctance to begin the planning process. We are aware that you receive a barrage of solicitations from salespeople and other professionals.
At Blue Sky, we disrupt the existing process small and mid-size business owners are subject to.
We provide you with the information and the tools you need to guide you through the sale of your life’s work.
Stop waiting for “tomorrow” to plan the future wellbeing of your business.
In life we often feel that we never have enough time or money. This is especially true when it comes to planning our future. As a business owner, these sentiments are even more amplified.
Everyone deserves a better future and a solid, reliable plan to get there. We understand planning for future contingencies may seem excessive. The future is far away and we never know what will happen.
However, with the guidance of a well-crafted exit plan, you can take control of both your financial and personal future. You will maximize the value of your business and be prepared for unplanned sales, unsolicited offers and unpredicted scenarios [5 Ds].
Through proper planning you can mitigate risk for yourself and your family, clients, employees and vendors.
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