Joe Gitto

MANAGING DIRECTOR

CALL OR EMAIL TODAY FOR A CONSULTATION.
JOE@BLUESKYEXITPLANNING.COM
WWW.BLUESKYEXITPLANNING.COM
866-925-8375

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.

The Problem

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.

Without a plan, owners accept the first offer, miss the planning window, and watch deals collapse in due diligence.
70–80%

of businesses listed for sale never close

20–40%

less enterprise value realized by unprepared owners

Their clock, not yours

An unsolicited offer arrives on the buyer’s timeline, not yours

The Solution

One trusted partner. The full exit lifecycle.

Four integrated services that compound value — so the day you decide to exit, you’re already ready.

1

Advisory Services

Guiding your company through a successful transition, every step of the way.

2

Exit Planning

Helping you navigate your exit strategy and sell your business with confidence.

3

Recruiting & Hiring

Promoting the best candidates for your hiring needs and your company culture.

4

Fractional CFO

Access to Fractional CFO & Controller services — strategy, modeling, reporting.

Traction & Why Us

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.

25+

Years of real experience

Developing our own businesses and ultimately selling them — not theory, lived experience.

MBA’s CPA’s CEPA’s

Credentialed Team

Our team includes credentialed professionals who know how buyers think and how to prepare a business for exit.

4

Founder-owned exits

Four businesses sold by our founder, plus involvement in dozens of transactions across industries and stages.

How It Works

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.

A

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

B

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

C

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

D

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

Fair Market Value

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

Owner’s number
FMV
Gap

A realistic starting number — before the market sets one for you.

The Value Creation Engine

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.

01

Prioritization

Determine the key areas of focus for the next 12 months across you, your organization, and your leadership team.

02

90-Day Action Plans

Develop and agree on detailed plans for immediate action within the next quarter.

03

Responsibility Assignment

Assign specific tasks to the right team members, ensuring clear accountability.

04

Progress Monitoring

Establish metrics and milestones to track advancement in our weekly management meetings.

05

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.

The Engagement

How we plug in — pick the entry point

Exit Planning
  • Fair market valuation
  • Benchmarking & wealth gap
  • Readiness assessment
  • Value creation roadmap
  • Exit options analysis
Advisory Services
  • Market outreach
  • PE firms
  • Family offices
  • Private investors
  • Valuation Services
  • Prepare GTM Materials
  • Due diligence
Recruiting & Hiring
  • Value-focused recruitment model
  • Active & ongoing talent sourcing
  • Matching company culture
  • Assessment for personality & skills
Fractional CFO Services
  • Senior-level financial executive
  • Strategic consulting & financial modeling
  • Budgeting & forecasting
  • Financial reporting & cashflow tracking
  • Monthly review with the business owner
The Ask

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

EMAIL

Joe@blueskyexitplanning.com

WEBSITE

BlueSkyExitPlanning.com