DIY - CORE - Exit Prep Package

Exit Prep Package

Designed for business owners who want clarity, direction, and a foundational plan to prepare their company for a future sale without committing to a full advisory engagement.

For a one-time investment, FUTURE PHAZE provides a streamlined but powerful preparation package that delivers immediate insights, valuations, strategy, and buyer intelligence.

What’s Included

1. Exit Readiness Checklist (PDF)

A detailed checklist that outlines the essential items buyers, brokers, and private equity firms look for when evaluating a potential acquisition.
This gives you the exact steps to begin preparing your business for a profitable exit.

2. Future Phaze Exit Playbook (36 page PDF) + Video Tutorial

A comprehensive guide covering:

• How business valuations work
• What drives higher multiples
• Deal structure basics
• Financial preparation
• Buyer expectations
• Red flags to eliminate
• How to position your company for peak value
  
  

This becomes your personal reference manual for preparing to sell.

3. One Hour Advisory Video Call

A live strategy session with a Future Phaze advisor where we:

• Review your business model
• Identify valuation drivers
• Discuss sale timing
• Review potential obstacles
• Answer any questions you have about the exit process
  
  

4. In Call Business Valuation

We will calculate a real time estimated valuation based on your financials, adjustments, and industry multipliers so you know where you stand today.

5. In Call Basic Prep Roadmap and Strategy

During the session, we map out the critical steps you should take over the next 3 to 12 months to prepare your business for market in the most strategic and efficient way.

6. Shortlist of Potential Buyers

You will receive a curated list of buyers who are active in your sector including:

• Strategic acquirers
  
• Financial buyers
  
• Private equity firms
  
• Roll up groups
  
  

These are contacts who have previously purchased or expressed interest in businesses similar to yours.

7. Summary of Advisory Call With Actionable Next Steps (PDF)

After the session, you will receive a written summary that includes:

• Key insights from the call
  
• Your customized prep roadmap
  
• Buyer positioning notes
  
• Priority action items
  
• Recommended timeline
  
  

This gives you a clear plan you can follow immediately.

8. Basic Valuation Report (PDF)

A simple but accurate valuation breakdown that includes:

• EBITDA calculations
  
• Add backs
  
• Market range multiples
  
• Estimated valuation range
  
• Notes on improving your value
  
  

This is a helpful reference document for planning your exit strategy.

Deliverables Summary:

• Exit Readiness Checklist (PDF)
• Exit Prep Playbook (20 to 30 page PDF) plus video tutorial
• One hour strategy call with a Future Phaze advisor
• Real time valuation calculated during the call
• Customized prep roadmap discussed during the session
• Shortlist of active buyers in your sector
• Written summary of the call with action steps (PDF)
• Basic valuation report with EBITDA, add backs, and estimated range