DIY - ESSENTIALS - Exit Readiness Package

DIY - The Essentials - Exit Readiness Package

A strategic 30-day sprint affordable package for business owners under 1M EBITDA who want a fast and effective full advisory engagement.

What’s Included

1. Exit Readiness Checklist (PDF)

A step-by-step checklist outlining exactly what buyers, brokers, and private equity firms look for in an acquisition. Gives you a clear starting point to begin exit prep with confidence.

2. FUTURE PHAZE Exit Playbook (36-page PDF) + Video Tutorial

A comprehensive guide covering:

• Valuation methodology
• What drives premium multiples
• Deal structure fundamentals
• Financial cleanup and prep
• Buyer expectations and red flags
• How to position your business for max value

3. Basic Financial Review and Valuation

Our team provides an estimated valuation using your financials, industry benchmarks, and key adjustments.

4. Secure Digital Data Room Setup

We organize and index your:

• Tax returns
• Profit and loss statements and balance sheets
• Customer lists (sanitized if needed)
• Contracts
• Corporate documents
• Operational SOPs
• Financial statements
• Any additional assets buyers expect

5. Build Profile(s) & List on Market

Your profile(s) will be created and your business will be listed on any of the marketplaces, according to the strategy and deal-size.

6. Full Sell-Side Representation (30 days)

Upon signing, we act on your behalf with every buyer:

• NDA execution before any confidential details are shared
• Buyer screening for financial capacity and fit
• Data room access managed and tracked by buyer
• Buyer questions answered and follow-ups handled
• Buyer calls and site visits scheduled and attended
• Offers and LOIs reviewed and compared side by side
• Negotiation of price and terms on your behalf
• Weekly updates on activity and buyer interest
  
  

Guarantee & Fees

FUTURE PHAZE guarantees your business goes to market within 7 days of receiving all required materials. For $3,999 plus a small success fee at closing, you receive 30 days of full representation. After 30 days, FUTURE PHAZE continues representing you on a consulting basis. 

Deliverables Summary

• Exit Readiness Checklist (PDF)
• FUTURE PHAZE Exit Playbook (36-page PDF) with video tutorial
• Basic financial review and valuation
• Secure digital data room, organized and indexed
• Marketplace profile(s) built and listed
• Full sell-side representation for 30 days
• On the market within 7 days of receiving all required materials