Exit Readiness Officer

Always be exit-ready, never scrambling

Exit readiness Officer (ERO) at your Service

Most business owners start exit preparation 6-12 months before they want to sell. By then, it’s too late to maximise value. The Exit Readiness Officer ensures your business is continuously optimised for exit, so when opportunity knocks – or circumstances demand – you’re ready to achieve premium valuations.

Don’t leave money on the table – talk to us today about whether an ERO is right for you, or whether our other services will work better for you.

Is this Right for you?

This is for you if

  • You’re planning to exit your business in the next 2-7 years
  • You want to maximise your exit value and avoid costly mistakes
  • You want help identifying and fixing deal-breakers before they surface
  • You’d value the advice from a “critical friend”  who’s been there before, working alongside you
  • You’re ready to invest in strategic preparation for your biggest payday

This isn't for you if

  • You’re happy with a lifestyle business with you at the heart of it
  • You need help turning around an unprofitable business (we know people who can help you)
  • You haven’t started trading yet
  • You already have extensive M&A experience and feel confident going solo
  • You want a quick sale and don’t have much time for preparation (we can still help, but not with this service)

Service Options

Please note that we aren’t regulated by the FCA to give investment advice.  Therefore our exit readiness focusses on the sale of at least 50% of your business.  Should you need specific advice regarding fundraising and selling small parts of your b

Standard ERO

Cover your Bases
£ 1,995 +VAT
  • Monthly exit readiness scoring and reporting
  • Quarterly documentation refresh (IM, presentation, financials)
  • Monthly strategic review session (60 minutes)
  • Quarterly strategic review session (90 minutes)
  • Ongoing market intelligence and buyer monitoring
  • Annual strategic planning session
  • Chat/email/phone support (up to 3 hours/month)

Premium ERO

Comprehensive Personal Foundation
£ 2,995 +VAT
  • Everything in Standard PLUS
  • Bi-weekly check-in calls (30 minutes)
  • Personal financial and tax planning framework (NB seek professional before putting this into action)
  • Enhanced market intelligence (weekly updates)
  • Board presentation support (quarterly)
  • Management team coaching (monthly)
  • 30 days chat support
  • Advanced financial modelling and projections
  • International buyer network access
  • Chat/email/phone support
Popular

Add-On Services

Complete Business Architecture for Exit Success
£ POA +VAT
  • Rush exit preparation (3-month intensive)
  • Management presentation training
  • Board readiness workshop
  • Specific buyer research
  • Mock due diligence preparation
  • • Mock buyer pitch preparation

6 steps to exit clarity

We will use a series of facilitated workshops, follow up meetings and assessment of the information you provide us.  We have specialised tools to help us and this will always be a collaborative process.  

Also, our services don’t stop here.  With our Journey 2 Exit service we will work with you every step of the way from this starting point to your exit.

Personal & Business Goal Mapping

Gain clarity what you want — financially, emotionally, and practically

Post-Exit Vision Design

Understand what life after your business looks like and what we can do in the meantime to maximise your chances of achieving your goals.

Exit-Readiness Assessment

We will give you a baseline score across the 12 factors that influence value (the "Dirty Dozen").

Strategy Blueprint

We will give you a baseline score across the 12 factors that influence value (the "Dirty Dozen").

Value-Maximisation Strategy

Identify the biggest blockers to exit value and understand how to fix them.

Custom Exit Action Plan

Walk away with a simple, focused roadmap tailored to you and your business.

Try A FREE Online Assessment

You can take a free, online assessment to get an initial view of your readiness and understand how our process works.

With a paid service a more detailed assessment is included.  Where will guide you through the process and offer our evaluation.

Why We're Doing this

We’re entrepreneurs ourselves, and know how daunting the idea of exiting a business can be.

We created this offer because we couldn’t find a clear, founder-focused process that combined strategy with personal goals when we were previously building businesses.

This is what we wish we had when we first thought about exiting.

Ready to get Exit Ready

Priced from £1.995 – £2,995 + VAT

Includes full assessment, workshops, 1:1 sessions, and personalised action plan, all led by one of our experienced directors.

If you don’t leave the process with more clarity, confidence, and value than when you started — you don’t pay.

Frequently Asked Questions (FAQs)

What is the Dirty Dozen Exit Readiness Assessment?

It’s a structured diagnostic that evaluates your business across 12 essential value drivers that buyers care about most. It highlights where you’re strong, where you’re at risk, and how to close the gaps.

Who is this for?

It’s designed for founders of small to mid-sized businesses (typically 5–50 people) who want to plan a successful exit — whether that’s 1 year or 5 years away. If you’re serious about increasing your business’s appeal and reducing reliance on you as the owner, it’s a fit.

Do I have to be ready to sell now?

Not at all. In fact, the best exits are planned well in advance. This service helps you build value over time — so when the time comes, you’re ready to maximise it.

Is this just for trade sales, or other exit types too?

The Dirty Dozen framework is relevant whether you’re considering a trade sale, MBO, succession, or long-term investor exit. It’s about building a business that’s valuable and transferable — regardless of your exit route.

How is this different from other advisors or brokers?

This is founder-first strategy led by exited founders  — not just about financials or handing you off to a buyer. It’s about helping you create a business that others want to buy and you’re proud to exit. No hidden agendas. No cookie-cutter checklists.

What happens after the assessment?

You’ll have a clear picture of where you stand and what to do next. Some founders take the action plan and implement it themselves. Others choose to continue working with us to help execute and track progress using our Journey 2 Exit framework.  

We will only ever give you advice that we are prepared to help you deliver ourselves.

Can I get a refund if it’s not right for me?

We offer a 100% satisfaction guarantee on this Readiness Assessment.

We believe in the quality of our work and want to develop a long-term, valuable relationship with you.

If you don’t leave the process with more clarity, confidence, and value than when you started — you don’t pay.

No awkwardness, no hard feelings.

How long does it take?

The full process takes around 2–4 weeks from start to finish. It includes a couple of facilitated workshops, follow up meetings as needed, time for assessment review and report creation, and a follow-up presentation and advisory session.

Why do you say this isn't for turning around non-profitable businesses?

This particular service wouldn’t be best for you.  We are happy to have a free consultation to understand more and see if we can help, or if we know someone else who can.  Just don’t choose this service.

Why do you say this isn't for non-trading businesses?

This particular service wouldn’t be best for you right now (e.g. we look at things like customer quality, operating systems and financial controls).  We are happy to have a free consultation to advise you on where we can help and when this service would be suitable. Just don’t choose this service right now.

Why do you say this isn't just for finding a broker?

Whilst we do have a good network of contacts and can certainly help you find a buyer, this service is all about the early stages.  

Why do you say this isn't for lifestyle businesses?

We have nothing against lifestyle businesses, but they are generally heavily dependent on the skills, reputation and effort of the founder(s).  This service is all about finding ways to add value above and beyond what is on the balance sheet and what the founders can provide.

Do You Want To Build Your Business and achieve your desired exit?

So, let's succeed together

Get in Touch To Discuss How We Can Help You

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Book a free 30 minute online consultation.

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