EXIT PLANNING &
VALUE OPTIMIZATION
BUILT FOR RESTORATION BUSINESS OWNERS WHO WANT TO MAXIMIZE VALUE ON EXIT
What is Exit Planning?
Exit planning is the strategic process of preparing your restoration business for a future sale - optimize your business so you don’t leave value on the table. Whether you’re a year out or five, a strong plan ensures you sell on your terms and command a valuation that reflects the legacy you've built.
Why it Matters
Buyers don’t pay for potential - they pay based on proven performance. It's not what you know, it's what you can prove!
If your books are messy, your operations rely on you, or your margins are weak, buyers will either walk or lowball you. Exit planning fixes that. We work with you to build a leaner, stronger, more valuable business that's positioned to sell in the market or operate more effectively and profitably under your ownership for the foreseeable future.
WHAT WE OFFER
Financial Optimization
We help you implement financial processes that go beyond cleanup. This includes:
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Setting up accurate job-level cost tracking
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Fixing reporting errors and reclassifications
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Establishing monthly close routines
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Identifying KPIs that actually move the needle
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Building dashboards to monitor performance
We turn your financials into a strategic tool. Even if a sale isn’t imminent, you’ll gain financial clarity and credibility - essential for driving smarter decisions and long-term value.
Operational Improvements
We audit your end-to-end workflow—from job intake to project closeout—and identify where you’re bleeding time, money, or accountability. Then we implement tools, SOPs, and team rhythms that bring consistency to the chaos.
You’ll walk away with:
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Documented processes
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Defined project and crew roles
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Clearer job tracking and cost visibility
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Better use of field and office tech
We build operational engines that scale. A more efficient, systemized business isn’t just easier to run - it’s what sophisticated buyers look for in an acquisition.
Organization Structure Alignment
We map out your current structure and pinpoint where you’re stretched too thin—or where your team lacks clarity. Then we help you:
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Create a real org chart with accountability
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Define roles and reporting lines
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Identify and develop future leaders
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Delegate with confidence
A well-defined management structure creates operational resilience and unlocks enterprise value - while giving owners more freedom and optionality.
Buyer Readiness Review
We simulate the buyer lens, identifying gaps in your business that affect value:
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Risk areas (legal, financial, compliance)
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Owner/key-person dependency
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Margin inconsistencies or operational red flags
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Weak documentation or missing KPIs
By identifying and resolving issues in advance, you position your business to attract premium buyer - or simply operate at a higher, more efficient and profitable level.
Value Growth
Roadmap
After our diagnostic, we create a custom roadmap with quarterly priorities tied to value drivers:
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Gross margin expansion
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Revenue quality (recurring, diverse, insured)
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Operational scalability
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Team and leadership development
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Clean financial presentation
We stay involved as an accountability partner. You walk away with a measurable, actionable strategy, and a team to help you execute it with discipline.
Strategic Market Positioning
We help you define and articulate your unique strengths in a way buyers understand:
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Service mix strategy (CAT, rebuild, residential vs. commercial)
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Local market differentiation
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Team and culture story
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Branding and perception in the market
Strategic clarity strengthens internal alignment and market perception. You're now positioned to attract interest and command a premium, whether you plan to exit in 6 months or 6 years.
HOW THE PROCESS WORKS
We exclusively work with restoration business owners who are serious about building their business to achieve a high-value exit.
I bring:
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Deep restoration industry expertise
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A team of highly qualified professionals to assess the business and execute the action plan
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A premium, hands-on approach
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A track record of real-world M&A execution
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Real buyer insight
Whether you’re planning to sell, want to prepare for the future, or want to enhance your business to build long-term value, I help you build a business that is efficient, positioned for growth, and will command a premium valuation in a competitive market.
Step 1. Kickoff & Alignment
We start with a strategy session to align on goals, timelines, and outcomes. Clarify your personal and business objectives Set expectations for the process Define what success looks like (sale-ready, operational improvement, etc.) This ensures we’re locked in on the right targets from day one.
Step 4. Prepare & Execute
We roll up our sleeves and drive the implementation. Build systems, clean up financials, streamline workflows Establish reporting, define roles, and strengthen your team Bring in additional experts if needed (tax, ops, legal, HR, etc.) You’re not left to figure it out alone. We partner with you throughout.
Step 2. Business Assessment
We dig into your business to understand what’s working, and what’s not. Review financials, operations, team structure, and service mix Identify value drivers and risk factors Benchmark your business against buyer expectations This gives us a clear picture of where you stand today and what needs attention.
Step 5. Impact Review
We assess what’s been implemented and measure progress. Revisit KPIs and financial improvements Reassess operational strength and leadership coverage Identify any remaining weak points or risks This is where we calibrate and make final adjustments to optimize the outcome.
Step 3. Develop Action Plan
We create a focused roadmap to drive value and readiness. Prioritize key initiatives (financial, operational, structural) Break down into manageable steps and timelines Assign responsibilities and track progress You’ll get a clear, actionable plan used to execute and drive the process.
Step 6. Are You Ready?
We evaluate your position for a potential sale or set you up to continue operations under the enhanced platform. Determine timing for a sale based on market conditions and business readiness Prepare positioning materials (if needed) Decide whether to capitalize on the repositioned business, grow further, or go to market Even if you're not ready to sell yet, your business will be stronger, more valuable, and easier to run.