Services · Next Point Exit Readiness
Prepare for a better exit.
Business readiness. Personal readiness.
For owners planning a sale in the next 12–36 months.
A confidential, 30-minute conversation.
Why readiness matters
The decision to sell can sometimes come sooner than expected.
For many owners, it starts with an unsolicited offer or an unplanned event. Suddenly, a sale is on the table, with less time to address the issues that could affect value.
Next Point Exit Readiness gives you a structured way to prepare, build enterprise value, and create options before you need them.
The process
Five meetings. A clearer path forward.
Five one-on-one meetings over 6–12 months, scheduled at your pace, with document review between sessions. By the end, you’ll know exactly what needs attention, what should come first, and what the next step toward a sale should be.
Meeting 01 of 05
Your goals & priorities.
Clarify your preferred timing and what a successful transition should mean for you, your family, employees, and partners.
A clear statement of your goals and priorities.
Meeting 02 of 05
Financial readiness.
Review earnings and cash flow, how buyers and lenders may assess the business, and how potential proceeds compare with what you need.
A financial view of where you stand and the gaps to address.
Meeting 03 of 05
Business readiness.
Identify where the business relies on you, what buyers will examine, and which changes would improve its ability to transfer.
The business-readiness issues that deserve attention.
Meeting 04 of 05
Personal readiness.
Define the role, income, purpose, and daily life you want after a transition, whether you step away or remain involved.
A clearer vision for your life after the transaction.
Meeting 05 of 05
Your prioritized plan.
Bring the findings together into specific actions, with clear priorities, responsibilities, and target dates.
A prioritized action plan with clear next steps, responsibilities, and timing.
Hover a meeting to see what it covers.
After the five meetings: your next step toward a sale
Hold & grow
Work through the remaining priorities in your action plan and agree on when to reassess readiness for sale.
Go to market
Move into a separately agreed M&A engagement covering positioning, buyer outreach, negotiation, diligence, and closing.
The timing follows your readiness and objectives.
What readiness builds
A stronger business is worth having, even when you choose to keep it.
The same preparation that supports a future sale can strengthen the business while you still own it.
Clearer, defensible earnings.
Clean, consistent financials and well-supported adjustments make it easier to understand what the business truly earns.
Less dependence on you.
Key decisions, customer relationships, and day-to-day operations are increasingly carried by the team.
More visible future revenue.
Customer mix, repeat business, contracts, backlog, or pipeline help show what is likely to continue.
A growth story with support.
Demand, capacity, investment needs, and management depth support the opportunities ahead.
Better alignment with your plans.
A clearer view of value, deal structure, debt, taxes, and your role after a sale helps define what the exit needs to accomplish.
Your advisor
Jui Trivedi
Managing Partner, M&A Advisor
Jui Trivedi is a Certified Exit Planning Advisor and an M&A advisor who helps owners prepare for and execute successful exits. She works directly with business owners on exit readiness, buyer positioning, and transaction strategy, bringing the experience of preparing businesses for sale, negotiating with buyers, and managing diligence through closing.
Before we begin
A few practical questions.
What happens after the five meetings?
We review your readiness and agree on the next steps toward a sale. When the business is ready, we can move into a separately agreed M&A engagement. If further preparation would strengthen your position, you leave with a prioritized action plan and a clear timeline for reassessing readiness. You retain control over whether and when to proceed.
How much of my time will this take?
Five one-on-one working meetings over six to twelve months, scheduled at your pace, plus document preparation and focused follow-ups as needed. We agree on responsibilities at the outset, including the information needed from you, your team, and your existing advisors.
Will you work with my existing advisors?
Yes. We coordinate with your CPA, attorney, wealth advisor, and relevant members of your team. Tax, legal, estate, and personal financial advice remain with the appropriate professionals.
What does the engagement cost?
A defined scope and fee are agreed before we begin, based on the complexity of the business and the work involved. Any specialist services and any future sale engagement are separately scoped and priced.
What happens if I need to sell sooner?
Tell us at the outset. The first review helps determine whether focused preparation or a more immediate sale process fits your situation. We will not recommend a longer preparation period simply to fit this service.
Will anyone know I am planning a sale?
The engagement is confidential. Involving employees, customers, or potential buyers requires your approval. We agree on who participates and how business information is shared before work begins.
Start with a conversation
Start preparing for the exit you want.
If a sale is likely in the next 12–36 months, we can help you understand where the business stands, what deserves attention, and what can wait.
No financial preparation required for the first call.
You do not need to have everything figured out before we talk.