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About Us

Built for EOS Companies. Driven by Owner Outcomes.

At Step by Step Exit, our mission is to empower business owners with the tools and knowledge to maximize their business value and achieve successful exits. Our vision is to be the leading resource for businesses seeking to grow and transition with confidence. We exist to help entrepreneurs exit with impact—not regret.


GROWTH & EXIT

Made for business owners, by business owners

We believe business owners deserve more than last-minute advice, vague valuations, and lowball offers when it’s time to exit.

Too many entrepreneurs:

Wait too long to plan

Get trapped in their own operations

Miss out on the full value of what they’ve built

Feel lost, unprepared, or pressured when they’re finally ready to sell

We’re here to change that.

Step by Step Exit exists to give EOS-run companies the clarity, structure, and strategic support they need to make their business:

More valuable

Less dependent

And truly ready—whenever the time comes

Whether you're planning to sell, scale, or step back, we help you prepare for what’s next… before it’s too late.

What We Do

We guide EOS-run businesses through a structured Growth & Exit Consulting Program designed to:

  • Increase business valuation

  • Reduce risk and key-person dependency

  • Align and manage the Six1 advisory team

  • Track valuation and readiness over time

  • Help owners exit on their terms—or not at all

How We’re Different

EOS-Focused – We only work with companies running EOS. We speak your language and build inside your system.

Six1 Advisory Model – We coordinate your entire exit team—so you’re not alone.

Operational + Emotional Readiness – We prepare the business and the owner.

Valuation Transparency – Monthly re-valuations help you track progress and timing.

Execution-Driven – This isn’t a static plan. It’s a done-with-you process.

Who We Are

Step by Step Exit is led by a team of exit planning experts, EOS integrators, M&A strategists, and financial coaches who have helped hundreds of business owners prepare for high-value exits.

Our leadership includes:

EOS-trained advisors

Exit planning professionals

Strategic growth consultants

M&A attorneys, CPAs, and wealth planners (via the Six1 network)

We’re not just consultants—we’re builders, integrators, and exit partners.

Where We Work

We work with EOS-run companies across the U.S., both in-person and virtually.

Our clients range from $5M to $100M+ in annual revenue and operate in every industry—from manufacturing to professional services.

If you're running EOS and thinking about the future—you’re in the right place.

Our Mission

To help EOS business owners unlock the full value of what they’ve built and design exits that honor their effort, protect their legacy, and create real freedom.

Our Vision

To become the leading exit-readiness partner for EOS companies nationwide—delivering clarity, confidence, and control to every owner we serve.

Want to Talk?

Whether you’re ready to exit or just ready to plan, let’s start the conversation.