Joe Gitto
MANAGING DIRECTOR
Exit Planning Services
Blue Sky was started for entrepreneurs by entrepreneurs. Having previously sold 4 businesses, we created Blue Sky to address the pain points we experienced when scaling our businesses and ultimately selling them.
Exit Planning should be an integral part of every business owner’s strategic planning. Whether you plan to have a family member succeed you or sell to your employees or to a third party, having a solid exit plan in place will ensure a smooth transition and protect your legacy.
An Exit Plan also protects you, your family, and your business from the unexpected: illness, incapacitation, death, or an unsolicited offer.
Most owners exit unprepared — and leave money, time, and legacy on the table.
Whether the exit is planned (family, employees, third party) or forced (illness, an unsolicited offer, a market shift), the outcome is decided years before the closing table.
of businesses listed for sale never close
less enterprise value realized by unprepared owners
An unsolicited offer arrives on the buyer’s timeline, not yours
One trusted partner. The full exit lifecycle.
Four integrated services that compound value — so the day you decide to exit, you’re already ready.
Advisory Services
Guiding your company through a successful transition, every step of the way.
Exit Planning
Helping you navigate your exit strategy and sell your business with confidence.
Recruiting & Hiring
Promoting the best candidates for your hiring needs and your company culture.
Fractional CFO
Access to Fractional CFO & Controller services — strategy, modeling, reporting.
We’ve sat in your seat — dozens of times.
Blue Sky was conceived out of our own experience as entrepreneurs. Our founder has sold 4 of his own companies and has been involved with dozens of transactions.
Years of real experience
Developing our own businesses and ultimately selling them — not theory, lived experience.
Credentialed Team
Our team includes credentialed professionals who know how buyers think and how to prepare a business for exit.
Founder-owned exits
Four businesses sold by our founder, plus involvement in dozens of transactions across industries and stages.
The Four-Phase Value Creation™ Process
Our signature playbook. Modular by design — you decide which phase to tackle first and how to proceed after each. You’re always in control.
Identify Value, Benchmark & Wealth Gap
Determine a fair market value range for your business, benchmark it against industry peers, and compare it to your personal financial requirements.
Goal · Align business value with personal financial sustainability
Assessment, Action Plan & Execution Roadmap
A comprehensive evaluation of business readiness, attractiveness, and owner readiness — then an action plan with recommended steps to correct what we find.
Output · A prioritized roadmap built on real findings
Implementing Value Creation
Execute the recommendations from Phase B using the right tools for each focus area, and prepare your business for buyer due diligence.
Focus · Maximize value before you go to market
Market Preparedness & Go-To-Market
At this critical juncture, we assess every possible exit strategy with you — so you can make an informed decision about how you want to exit your business.
Decision · Exit on your terms, fully prepared
Why do we start with FMV?
Just as every parent believes their baby is the most beautiful, smartest, and most talented, most business owners overvalue their business and what it is worth to potential buyers.
The Fair Market Value (FMV) is a key metric in determining what your business is actually worth to a potential buyer.
At the conclusion of this phase, you can elect to stop with the information you have or move on to Phase 2.
OWNER EXPECTATION VS MARKET
A realistic starting number — before the market sets one for you.
How we drive measurable enterprise-value lift
Beyond assessment, we run the operating cadence — across you, your team, and the strategic partners required for a premium exit.
Prioritization
Determine the key areas of focus for the next 12 months across you, your organization, and your leadership team.
90-Day Action Plans
Develop and agree on detailed plans for immediate action within the next quarter.
Responsibility Assignment
Assign specific tasks to the right team members, ensuring clear accountability.
Progress Monitoring
Establish metrics and milestones to track advancement in our weekly management meetings.
CFO Oversight
Enhanced financial reporting, monthly actual-to-budget reviews, and ongoing KPI analysis.
PLUS · COLLABORATION
Tax, estate & financial planning, legal review, cyber security, HR, process documentation, and due-diligence preparedness — covered with your professional team.
How we plug in — pick the entry point
Start with a 30-minute discovery call.
Maximize Value · Minimize Doubt · Secure Your Future
No obligation. We’ll diagnose where you stand, identify the top three value levers, and outline what the first 90 days would look like together.
Book the call or call 866-925-8375
OFFICE
1-866-925-8375
MOBILE
1-407-488-3214
Joe@blueskyexitplanning.com
WEBSITE
BlueSkyExitPlanning.com
