Preparing to Sell Your Business
Exit AdvantageSM
by Touchstone Advisors

Every business owner will eventually exit or transition their company. Owners who prepare years in advance achieve higher sale prices and more control over the outcome.

Touchstone Advisors has over 20 years of experience guiding lower middle market business owners through this process, having completed over 500 M&A transactions. Our Exit AdvantageSM program is a 10 step approach built for owners who are not ready to sell today but expect to be in the next two to five years.

Three questions worth asking now:

  • Will it be a voluntary, planned on your terms or forced by an emergency?
  • Do you know what your business is actually worth today, and what would increase that value?
  • Are you and everyone involved in the business prepared for the outcome, financially and personally?

Let us know how we can assist you.
Which of the following best describes your needs?

I’m Ready
To Sell Now

Ready to sell your business and start your next chapter?
We work with you to position your business for the best possible outcome and find the right buyer, whether that’s an internal stakeholder or an external buyer.

See Our Process

Strategy To Maximize The
Value Of My Business

Planning to sell in the next few years?
Starting now gives you time to define your goals and build a strategy designed around what matters most to you, financially and personally.

See Our Approach

What’s My
Business Worth?

Planning to sell in the next one to three years?
We start with an Estimate of Value to benchmark where your business stands today, then offer recommendations on how to increase that value before you sell.

Get Your Estimate

Exit Advantage is our 10-Step Program
for Clients who are not Ready now but will be in the Next 2-5 years.

Owner
Readiness

How prepared are
YOU to exit?

Company
Readiness

How saleable or transferable
is the business?

Business & Financial
Assessment

Examine management
of your practices.

Recast
Financials

Find the earnings
of your company.

Range
of Values

Understanding the value
of your business.

Tax
Optimization

How to reduce your
tax burden.

Acquire
Risk Assessment

Assess and mitigate risk from
an acquirer's perspective?

Transition
Options

What are your best
options and why?

Assessment
Recommendations

Find areas that may
need improvement?

BI-Annual
Performance Review

Are you heading in the
right direction?

Mergers and Acquistions

Our seasoned team has the expertise in the transfer of ownership of privately-held companies.