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Learn to Grow & Exit Your Business Successfully

Position Your Business for Maximum Growth/Exit Potential through our live workshops, value gap assessments & our Step by Step Exit program.

The Right Team + The Right Process

We place the right team and processes in your business to maximize growth and exit potential.

Welcome to Step by Step Exit, your trusted partner in preparing your business for maximum value. We specialize in guiding business owners through the complex process of growth and exit planning with our unique Value Gap Assessment (VGA) and our proven 6 + 1 Process. Our goal is to help you enhance your business’s value and achieve a successful exit strategy tailored to your specific needs.

Identify Areas of Improvement

We innovate systematically, continuously and successfully.

Implement Processes & Advisors

We innovate systematically, continuously and successfully.

Position to Grow & Sell

We innovate systematically, continuously and successfully.

The 6 Trusted Advisors You Need

M&A Attorney

An M&A (mergers and acquisitions) attorney plays a crucial role when it comes to the merger and acquisition of privately held companies

M&A Advisor

Mergers and Acquisitions (M&A) advisory firms provide specialized expertise and services that can be invaluable to business owners seeking to sell their privately held businesses.

Financial Advisor

By determining what comes after the sale—whether it's retirement, a new venture, philanthropy, travel, or other pursuits—a financial advisor helps in making the transition smoother and less disorienting.

Certified Public Accountants

A Certified Public Accountant (CPA) plays a critical role in mergers and acquisitions (M&A) for privately held companies. The role of the CPA is multifaceted, encompassing financial due diligence, valuation, tax planning, integration planning, and post-acquisition financial management.

Exit Planner / Valuation

Employing a valuation firm before planning an exit ensures that business owners are making informed decisions, maximizing their returns, and facilitating a smoother sale process.

Estate Planning Attorney

An estate planning attorney may not be the primary professional one thinks of in the context of mergers and acquisitions (M&A) for privately held companies. However, they can play a significant role, especially when the business owners have significant estate planning concerns.

Not sure where to start? Take the Value Gap Assessment for Free...

Take the VGA

Our Value Gap Assessment (VGA) is the first step in our comprehensive process. It identifies gaps between your current business performance and your desired exit value. By analyzing key operational, financial, and market factors, we provide you with a clear roadmap to bridge these gaps and enhance your business’s market value.

Overview of the VGA (Value Gap Assessment)

Call to Action: Take the Value Gap Assessment

Ready to discover how much your business is truly worth? Start with our Value Gap Assessment today to get a detailed analysis and actionable insights. [Take the Value Gap Assessment]