Exit Planning: Segment D

develop the business fundamentals

Some of the valuations may conclude that the valuation number fails to meet the financial goals of the owner. It then becomes apparent to either move forward or make some strategic changes to increase the valuation over time.

Exit Plan Segment D

business exit planning

The Process Flow

  1. Review each of the business fundamentals and recommend possible changes (complimentary review)
  2. Develop a plan of execution upon owner review and approval
  3. Execute and implement the plan
  4. After a defined set of time, complete another valuation to determine next steps
CFOne Advisory
1.571.306.3590 (DC)
1.804.527.1103 (Richmond)

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business exit planning

Revamp Operation

Marketing Review

We will complete an analysis of your current market and industry. This includes a SWOT analysis, macroeconomic review, PMI analysis, segmentation analysis, and life-cycle strategy review.

The goal is the recommend the following market strategies:

  1. Product Enhancement - Development
  2. Pricing Changes and Discounts
  3. Placement and New Distribution
  4. Promotional Options

    see out tools: marketing prep module

Financial Statements

Two areas we look at. One, are the financial statements properly accounted for. Too often financial statements don't reflect the true cash-assessment of the company. Many owners add non-operational expenses that devalue the company.

We will review the reporting structure and recommend changes that will reflect the true cash assessment.

See tools: financial prep module

Another recommended implementation is to build the credit standing position of the company.

We invite you to take our FREE fundability test to see if your company has a strong credit standing.


One of the key operational change that we recommend is to migrate the business owner from the day-to-day operations of the company.

Much too often, the owner is the key operating person of the company — thus becoming the goodwill of the company. The goal is to shift the operations over to another trusted individual so that the owner can focus on key strategic decisioning.

This tactical move can add value to the company because prospective buyers are looking at operations that are not owner-driven numbers. This allows the buyer to take over the operation without repercussions of lost relationships that are tied to the owner.


Other analysis may include staffing operations, e-commerce position, and other operations that are specific to your business.


Once the strategy has been written under the direction of the owner, we estimate the required capital and resources needed to implement key phases of the strategy. We can manage the implementation or act as advisors as needed.

As progress is made with successful implementation, we will re-do the valuation based on the new numbers to determine if the valuation meets your financial goal.

Helpful Tools

Some helpful forms business owners:

exit planning module
selling your business summary sheet
valuation calculators