Exit Equity Advisors
Charlotte, NC 28277
704-729-4870
9am - 6pm EST
Services
What We do
We help business owners Prepare, Position, and Profit when they are ready to exit. If your not selling but want a stronger, more profitable, and self-sustaining business that is less dependent on the owner we are here for you as well.
Through value assessments, operational improvements, and deal preparation, we turn your business into an attractive, buyer ready asset so you sell faster, smoother, and for more money. All done with services that pay for themselves.
What We Actually Do
We work hands on with business owners to increase profitability, efficiency, and value. Whether you plan to sell or simply want your company to run smoother.
Through structured assessments, process optimization, and exit strategy planning, we turn your business into a buyer-ready, self-sustaining asset.
✅ Tighten operations and systems
✅ Clean up and clarify financials
✅ Reduce owner dependency
✅ Improve margins and efficiency
✅ Prepare documentation and processes buyers expect
The EEA Process
1️⃣ Assess - We evaluate your business’s financials, operations, and structure to identify hidden risks and missed opportunities.
2️⃣ Optimize - We improve processes, automate repetitive tasks, and document systems to make your business run without you.
3️⃣ Exit Strong - Whether now or later, we prepare your business for buyers — helping you sell with confidence and maximize value.
Our Core Services
Services That Pay for Themselves. Everything we do is designed to raise your company’s value, strengthen operations, and position you for a smoother, more profitable future.
1. Value Growth Blueprint
For owners who want to run smoother, scale smarter, and be ready when opportunity knocks.
Includes:
-Operational and financial improvement plan
-System & process documentation
-Team structure optimization
-Ongoing strategy guidance
Outcome: A business that runs efficiently and grows profitably — with or without you.
2. Full Exit Advisory
For owners ready to sell or bring in investors.
Includes:
-CPA, attorney, and broker. coordination
-Buyer representation & presentation materials
-Negotiation support
Outcome: A clean, confident sale at maximum value.
4. Business Value & Exit Readiness Assessment
We start with where you are now. We review your financials, operations, customer mix, and owner-dependency to estimate a realistic value range and how “sellable” the business is today.
You’ll walk away with a clear picture of:
– Our Value of the business
– Factors that led us to this Value
– The 3–5 biggest changes that will move the needle
– Realistic timeline on Readiness
Outcome: Clear direction and immediate action steps to improve value.
Financial Cleanup & Normalization
Buyers hate messy books. We help you clean
up P&Ls, separate personal vs business
expenses and organize your numbers in a way
banks, buyers, and accountants actually understand. Don't worry most all small business have crossover from personal to business.
Normalization we show how your financials would look under new ownership. Without your one off quirks or one time charges.
The goal: financials that are clean, credible, and easy to review.
Systems, SOPs & Process Mapping
Having the correct systems and processes in place will create efficiency. We turn “it’s all in my head” into documented, repeatable actions. As there is much value in your head.
A good SOP (Standard Operating Procedure) includes:
Purpose: why this process exists
When it happens: what triggers it
Who’s responsible: job title, not a name
Steps: plain language, not corporate jargon
Tools needed: software, forms, templates, or checklists
– Organize it so a new owner or GM can step in without chaos
Mapping will allow us to see each key part of your operation. Sales, service delivery, admin, customer follow-up, billing, etc.
Owner-Dependency & Leadership Shift
Owner dependency is one of the hardest challenges in any small business.
The company’s success is built on your decisions, relationships, and hard work, which naturally makes it difficult to step back. Over time, that dependency becomes a risk as the business can’t fully operate or grow without you, and its value depends on your presence.
If the business falls apart when you leave town for a week, that’s a problem. For you and any buyer.
We identify where you’re too involved and help shift responsibility to your team, put in better reporting, and build a structure that doesn’t revolve around you.
How We Work Together
1. Exit-Ready Assessment
A deep dive into your current business value, risk points, and top priorities. Ideal if you want clarity and a game plan.
2. Implementation Project
We roll up our sleeves and help you execute: financial cleanup, SOPs, systems, and packaging. Scope based on your size and goals.
3. Ongoing Advisory
Monthly support to keep you on track, refine systems, and continue increasing value over time.
4. Custom Engagement
For owners who want flexible support. We do as little or as much as needed — from small fixes to full-scale improvements. You set the priorities, we handle the execution. Ideal if your business doesn’t fit neatly into a package.
***4 is the most common way we do business
We’ll talk about where your business is today, and you’ll know in 15–20 minutes if we’re a fit. Click button above and we will contact you when you request.
FAQ
Frequent Questions
Do I have to be ready to sell right now?
No. Many of our clients have no set exit date. They just want their business cleaner, more profitable, and less dependent on them—and they like knowing it’s sellable if life changes.
What size business do you work with?
We typically work with companies doing $500K–$10M+ in annual revenue. If you’re close to that range and serious about improving, we can talk.
Will you find me a buyer?
We’re not a business broker. Our role is to get your business in shape so when you do talk to buyers, lenders, or advisors, you’re ready—and your numbers and operations hold up.
How long does this take?
It depends on how organized things are today and how aggressive your timeline is. Most engagement work happens over a few months, not a few days.agraph Font
How Much will your service cost?
This will vary depending on whats needed and our retainer. Most of our jobs are around $4000.00. $1,000 retainer and $3,000 in weekly payments.
How do I make Payment for your service?
We take direct payments with stripe. We also accept PayPal, Zelle or Apple Pay, Cash or Check
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