Exit Assessment | ng partners
Are you ready to sell your business?
Owner-dependent businesses sell for up to 80% less- and 75% of business that list, never sell at all. That doesn't have to be you.
Your Exit Strategy can be the difference from getting top dollar, or getting an undesirable offer and having to stay on and work for the buyer for years.
Understanding your business is the first step.
Is your business a sellable asset- or a buyers liability?
At NexGen partners we want you to get actual value from our assessment. Not some over simplified scorecard.
Getting to know your goals and business through the assessment, lets us deliver a personalized report that our directors actually write. Things you will get from completing the assessment:
Personalized report with comments from our directors
Identify parts of the business that may hinder your sale value
Actionable insights to impliment in your business
The NexGen Exit Playbook
Maximize your exit strategy
How it works.
Step 1: Introduction
Exit Assement
Directors Call
Establish Preliminary Timeline
Step 2: Discovery
Knowledge of Business
Recasting Financials
Quality of Earnings & Cash Flow
Financial Analysis & Benchmarking
Owner Dependency Review
Marketing Audit
Systems & Leadership Review
Step 3: Identify
Value & Profit Gap Range
Business Attractiveness & Readiness
Valuation Gap
Step 4: De-Risking
Optimize Management Roles
Establish and Document Marketing Systems
Implement Solutions for Owner Dependentcy
Forecast Growth Opportunities
Alignment with Exit Narrative and Buyer Goals
Step 5: Sell
Listing the Company for Sale
Targeting Investors/Buyers
Negotiation
Transaction
Businesses that have owner-independent systems sell for 2-8x more than those that don't.
If you can't up and leave for 6 weeks and come back to a functioning (and growing) business, you are leaving that much value on the table.
Some helpful exit strategy resources
made by us
10 Key Marketing Strategy Elements for a Successful Exit Plan
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10 Key Financial Considerations for a Successful Exit Plan
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Strategic Cash Flow Clarity
We don’t just track your cash — we show you exactly why it's tight and where it’s leaking, using our 16 Drivers of Profit & Cash Flow to restore control and confidence.
Profit-First Financial Modeling
Our custom forecasting tools go beyond spreadsheets to reveal the true drivers of profitability — helping you make smarter, faster decisions with data-backed confidence.
Stress-Free Scenario Planning
What-if questions shouldn’t keep you up at night — we build clear, actionable models that let you test decisions before you make them, from pricing to hiring to expansion.
Owner-Independent Systems
We help you build a business that runs without you — with financial systems, controls, and insights that let you grow (or exit) without being the bottleneck.
Hands-On Advisory, Not Just Reports
We’re not here to hand you a report and wish you luck — we become your strategic partner, rolling up our sleeves to help you fix what’s broken and fuel what’s working.
Brand Strategy
Your brand is more than a logo—it’s your promise, personality, and market position. We help you define and refine a brand identity that’s authentic, differentiated, and built for scale.
Digital Infrastructure
Modern marketing needs modern systems. Our approach ensures seamless data flow for performance at scale.
Market Targeting
We architect and oversee multi-channel campaigns that align with your growth goals, buyer journey, and market conditions. From product launches to ongoing demand generation, we define the right themes, tactics, and timelines to drive results.
Campaign Design
We architect and oversee multi-channel campaigns that align with your growth goals, buyer journey, and market conditions. From product launches to ongoing demand generation, we define the right themes, tactics, and timelines to drive results.
Data Management
Data is the life blood of modern marketing. From audience building and segmentation to retargeting and conversion, your data system needs to be as robust as your goals.
