DIY - ESSENTIALS - Exit Readiness Package

DIY - The Essentials - Exit Readiness Package

A strategic and affordable package for business owners who want clarity, valuation insight, and a foundational roadmap to prepare their company for a future sale — without committing to a 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. Powered by Joey’s Dad’s Tool.

4. Mini CIM (Confidential Information Memorandum)

A streamlined summary deck designed to present your business to qualified buyers. Includes:

• Executive summary
• Financial highlights
• Organizational overview
• Key value drivers

5. Buyer-Facing One-Pager and Public Snapshot

A clean, NDA-safe teaser for use in outbound buyer outreach without exposing sensitive details.

6. Two One-Hour Advisory Calls

Live strategy sessions with a FUTURE PHAZE advisor to review:

• Valuation and deal structure
• Buyer positioning and negotiation prep
• Timeline and go-to-market questions

7. Standard Exit Timeline

A high-level roadmap covering:

• Recommended sale timing
• Key milestones
• Pre-market readiness
• Buyer strategy and next steps

8. Shortlist of 10 to 15 Pre-Qualified Buyers

A curated list of strategic, financial, and private equity buyers who are actively acquiring in your space, with context on why they are a fit.

Guarantee

FUTURE PHAZE guarantees your business will be market-ready within 20 days of receiving all required materials. This includes:

• Mini CIM completed
• Buyer shortlist prepared
• Outbound strategy ready to launch

Deliverables Summary

• Exit Readiness Checklist (PDF)
• Exit Prep Playbook (36-page PDF) with video tutorial
• Basic financial review and valuation
• Professionally designed Mini CIM
• Buyer-facing one-pager
• Two live advisory calls
• Exit timeline
• Shortlist of 10 to 15 buyers
• Market prep ready within 20 days