J2E Exit Strategy & Planning

Aligning your personal and business exit goals

starting your journey 2 exit

We have decades of experience in founding, building and exiting businesses.  We’ve worked on the buy-side and the sell-side.  We’ve exited successfully.  We’ve also got it wrong at times.  We’re here to help you get it right.

Is this Right for you?

This is for you if

  • You’re a founder with a business you care about
  • You want to build a business with value beyond what you personally bring
  • You’re uncertain about how to plan for a successful exit
  • You’re not sure what all your options are
  • You’re a new business and planning ahead
  • You’re an established business but have surprised yourself with your success and have more options than you expected 
  • You want to maximise your business’s value before selling

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 (however we know people who can help you)
  • You’re looking for a broker to sell your business for you (however we can still help you sell your business and may be able to find a buyer)

Tiered Options Available

Choose the right option for your needs and your business stage.

Exit Foundations

Quick Start for New Entrepreneurs
£ 795 +VAT
  • CORE COMPONENTS
  • 90-minute strategy session
  • Follow-up meetings
  • Exit mindset and basic structure setup
  • Essential legal/tax structure recommendations
  • Simple exit timeline
  • Basic KPI framework for tracking
  • WHAT YOU'LL GET
  • Exit Foundations Strategy Brief (4 pages)
  • Exit Foundations Checklist (actionable items)
  • Basic timeline with key milestones
  • Recommended next steps action plan
  • Chat/email support for 15 days
  • Perfect for: Solo founders, very early stage, budget-conscious entrepreneurs

Exit Strategy & Founder's Blueprint

Comprehensive Personal and Strategic Foundation
£ 1,495 +VAT
  • Everything in Tier 1 PLUS:
  • CORE COMPONENTS
  • 2-hour strategy session
  • Full Founder's Exit Playbook
  • Advanced financial modelling review
  • Exit psychology and preparation guidance
  • Basic business model optimisation
  • WHAT YOU'LL GET
  • Complete Founder's Exit Playbook (25-30 pages)
  • Personal exit timeline and milestones
  • Chat/email support for 30 days
  • Tax optimisation strategy outline
  • Perfect for: First-time founders who want comprehensive personal guidance
Popular

Strategic Blueprint & Exit Roadmap

Complete Business Architecture for Exit Success
£ 2,995 +VAT
  • Everything in Tier 2 PLUS:
  • CORE COMPONENTS
  • Full Strategic Blueprint
  • Detailed financial modelling and projections
  • Technology and IP strategy development
  • Market positioning and competitive analysis
  • Implementation roadmap with quarterly milestones
  • WHAT YOU'LL GET
  • Strategic Blueprint Document (15-20 pages)
  • Exit Timeline Roadmap
  • Priority chat/email/phone support for 60 days
  • Financial modelling templates
  • Perfect for: Ambitious founders building scalable, high-value businesses

Guarantee

If you don’t receive at least 3 actionable insights that improve your fundraising prospects, we’ll refund 100% of your fee

Bonus

Independent market assessment carried out by us and discussed with you to test and inform your pitch deck.

Bonus

30-minute intro call with a relevant investor or strategic acquirer from our network (subject to availability and fit).

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John Doe

Codetic

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Book Your Free 15-Minute Discovery Call

Book a no-obligation call with us to discuss:

Your timeline and objectives

Where you are in the process

What the right service level is

Click Here

Add-On Services

Urgent Delivery

50% surcharge for 48-hour turnaround

Full Deck Redesign

From £1,500 (quoted separately)

Ongoing Advisory

Monthly retainer options available

Expert Analysis you can trust

All reviews conducted by one of our Directors – all have decades of experience as entrepreneurs with successful exits behind them.

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

Let's have a chat

Book a free 30 minute online consultation.

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