You took the assessment. You saw the gaps. Now let's walk through what they mean for your enterprise value — and build the prioritized action plan that addresses the 3 highest-leverage dimensions first.
An Exit Readiness Workshop is a 90-minute one-on-one working session that reviews your business across the 8 dimensions PE firms evaluate during diligence — owner dependency, revenue quality, sales infrastructure, financial reporting, operational documentation, management depth, growth trajectory, and legal transferability. It identifies your 3 highest-leverage gaps and produces a written 90-day action plan with specific tasks, sequence, and time estimates. The Workshop is built around your Exit Readiness Score results and is designed to be valuable as a standalone engagement — no further commitment required.
This isn't a sales call, a webinar, or a generic consultation. It's a working session. We come prepared. You come honest. We leave with a plan.
You take the Exit Readiness Score and share your results. We review your scores across all 8 dimensions, prepare targeted questions for your weakest areas, and research your industry and competitive landscape.
Dimension by dimension, we dig into specifics: which clients are relationship-dependent, where revenue concentration creates risk, what's missing from your CRM and pipeline, what a buyer's QoE team would flag in your financials.
A Workshop Summary with your dimension-by-dimension analysis, top 3 priority gaps with specific recommendations, 90-day action plan, and a map of which tools and templates apply to each priority.
You keep the deliverable. The Workshop Summary and action plan are yours whether or not you engage with us further. Many owners execute the plan themselves. Some use it to brief their CPA, attorney, or M&A advisor. It's designed to be useful on its own.
The price reflects 1–2 hours of preparation, a 90-minute working session, and a written deliverable delivered within 48 hours.
Credit policy: If you've purchased the Exit-Ready Starter Kit ($97) or System ($397), that amount is credited toward your Workshop investment — you only pay the difference.
30-day guarantee: If the Workshop doesn't give you a clear understanding of your gaps and a prioritized plan you can act on, we refund your investment. No conditions.
The Workshop is designed to be complete on its own — but it often opens a door to deeper engagement. Most owners follow one of three paths:
You take the action plan and run it yourself using the priorities, sequence, and tools we've identified. Many owners pair the Workshop with the Exit-Ready System ($397) for implementation templates. This is the most common path for owners 3+ years from transition.
The Workshop reveals gaps more complex than a self-guided plan can address. You want a comprehensive, buyer-lens diagnostic with enterprise value modeling and a longer-term roadmap. Workshop clients receive a credit toward the Strategic Assessment.
You want us alongside you as you build. The Workshop gave you the diagnosis and the plan. The Partnership gives you expertise, accountability, and guidance to execute it with your team over months. Learn more about how we work together →
No pressure toward any path. The deliverable stands on its own. What you do with it is your decision.
Book your Exit Readiness Workshop. We'll reach out within 1 business day to schedule and begin preparation.