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Who We Help

We Help EOS Business Owners Who Are Ready for What’s Next.

Whether you're looking to sell, step back, or scale without being the bottleneck—Step by Step Exit is built for you.

SXSE

Our Ideal Client Profile

We work exclusively with EOS-run businesses that:

Have 10–250 employees

Have been running EOS for at least 2 years

Are operating inside the 90-day world

Want to improve their valuation—even if they’re not selling yet

Are growth-minded, coachable, and ready to delegate

We Help 3 Types of Owners

1. The Soon-to-Sell Owner

“I want to sell in the next 1–3 years—but I’m not ready yet.”

These owners are motivated to exit but know their valuation, documentation, or team isn’t where it needs to be. They want to clean up the business and position it for top-dollar offers.

We help you:

Benchmark value now

De-risk the business

Install missing systems

Align your advisory team

Exit on your terms

2. The Freedom-Seeker

“I don’t want to sell—I just want to work less without losing momentum.”

You love your company… but you don’t want to be in every meeting or decision forever. You want more optionality, and to build a business that can thrive without you.

We help you:

Reduce owner dependence

Build a stronger leadership bench

Document your processes

Prepare for future liquidity—even if you’re not pursuing it yet

3. The Strategic Builder

“I don’t have a timeline—but I want to maximize my valuation now.”

These owners are forward-thinking and want to use exit principles to build a more attractive, efficient, and profitable company—even if they’re not planning to leave any time soon.

We help you:

Clarify your long-term strategy

Track valuation as a core KPI

Upgrade systems that buyers value

Prepare your team and your finances for long-term optionality

You Don’t Have to Be Selling to Start Planning

Exit-readiness isn’t just about selling—it’s about building a company that:

  • Can grow with or without you

  • Can handle unexpected events

  • Is attractive to investors, partners, or successors

  • Gives you freedom and leverage at any moment

The earlier you start, the more optionality you have.

Ready to See Where You Stand?

Unsure Where You Fit? That’s Okay.

Most business owners don’t have a perfect exit plan.

They just know they want more freedom, clarity, and control over what happens next.

We’ll help you figure it out—step by step. Start with the VGA: