Compare public profiles of exit advisors and exit planners. Review their focus, industry coverage, locations, and sources when researching readiness, succession, or an ownership transition.
When to use this collection
Use this collection when you want to research firms listed as exit advisors or exit planners. Your search may concern exit readiness, succession, value building, or an ownership transition. Start with the outcome you want to explore and your timeline, then read each firm's published summary to understand its stated focus.
Questions to ask before choosing a firm
Which parts of readiness, succession, or ownership transition does the firm's stated service cover?
How does the firm coordinate with your existing legal, tax, financial, and transaction advisors?
What deliverables, timeline, responsibilities, and fees would apply to your engagement?
Compare public facts before contacting firms: service coverage, office locations, industry focus, review dates, and cited sources. A category label does not verify a credential or establish that every listed firm provides the same service. Ask firms to confirm the details that matter to your situation.
If your research is focused on a business sale or acquisition process, compare M&A advisors too. Planning and transaction services can overlap, but the scope of an engagement should be confirmed directly with the firm rather than inferred from its name. Explore M&A advisors.
Inclusion is not a ranking or endorsement. Profiles are compiled from public information and reviewed corrections. Read how profiles are prepared.
3C Strategic Advisors combines fractional CFO services with exit planning and business-value growth for small and mid-sized business owners. Its financial work includes forecasting, cash-flow visibility, performance measures, pricing, and profitability analysis. Exit-planning services assess value drivers, owner and business readiness, risks, and a roadmap for building enterprise value. The firm also offers practical AI workflow deployment. Engagements begin with a discovery call and a scoped service plan.
Absolute Succession helps business owners evaluate a sale, family succession, employee ownership, management buyout, or other ownership transition. Its services combine business valuation, value-growth planning, succession strategy, and transition implementation, with attention to personal, financial, and legacy goals. The firm publishes offices in Bloomfield Hills and Grand Rapids, Michigan. Its planning process compares internal and external transfer options rather than assuming every owner should pursue a third-party sale.
Engagement coverage
Bloomfield Hills, MI
Industry focus
Construction and home services · Technology and software · Other specialized sectors
ascendBIZ2 is an exit-planning and value-acceleration advisory firm based in Woodland Park, CO. Led by Scott Barth, the firm helps business owners increase business value, prepare for a future sale or transfer, and create transition options through business-transition planning, value-growth work, and ongoing advisory support.
BusinessPulse LLC is an exit planning and business-transition advisory firm based in Nashville, TN, with a focus on construction and home services, manufacturing, and retail.
Engagement coverage
Nashville, TN
Industry focus
Construction and home services · Manufacturing and industrial · Consumer, retail, and e-commerce
Dealer Exit Planning Associates focuses on automobile dealership owners across the United States. It describes insurance advisory, family planning, wealth preservation, asset transfer, and business succession services for dealers and their families. Its planning approach considers family, ownership, and business together, including manufacturer restrictions and the differences between internal and external transitions. This is a dealership-specific planning practice, rather than a general business-sale brokerage.
Exit IQ provides strategic exit planning for business owners. Its published five-stage framework covers identifying, preserving, and accelerating business value, choosing a growth or exit path, and executing an exit with wealth planning. Featured services include a business analytics report, key-person life insurance, and access to an investment-banker network. Richard Tanner is identified as CEO and founder, and Cory Tanner as president. The firm publishes a South Jordan, Utah office.
Exit-Ready Solutions is an exit planning firm for lower middle market business owners. It prepares owners and their businesses for a sale by implementing operational improvements, systems and reporting before the business goes to market, so the owner can sell on their own terms and timeline or keep a more valuable business. It is a sister company of Oxford Highland Advisors, which handles M&A advisory and sell-side transaction execution.
ExitSmarts works with business owners on exit readiness, business value, and transferability. Its process starts with a readiness assessment, an indication of value, and a gap analysis. A written roadmap then addresses owner dependence, operating processes, and valuation drivers, followed by ongoing implementation support. The firm also offers a partnership route for financial advisors, CPAs, and wealth managers. Its focus is preparing and improving the business before an eventual transition.
FCF Consulting Partners helps business owners know what their company is worth today, how to sell for more, and how to avoid getting discounted when a buyer looks closer. We support valuation, exit planning, and sell-side advisory. Based in Miami, FL. Experience with insurance agencies and MGAs, professional services firms, and restaurant groups nationwide.
“In the lower middle market, a difference of just 0.5x in the EBITDA multiple on a $3M EBITDA business equals $1.5 million in exit value.”
Engagement coverage
Nationwide
Industry focus
Other specialized sectors · Professional services · Food, hospitality, and franchise
Exit advisor or exit plannerBuy-side and sell-side
Growth.Expert is a business-growth and exit-planning advisory firm based in Roseville, California. Led by Benjamin Rich, the firm also provides buy-side representation and guidance on strategic acquisitions.
Manifest Succession Planning serves business owners in Overland Park, Kansas and Kansas City, Missouri. Its published services cover exit planning, business succession, valuation, retirement planning, legacy and estate planning, and risk management. Engagements begin with an introductory call, followed by a plan tailored to the owner's business, goals, and timeline and help putting it into action. The firm identifies Andy Rao as a Certified Exit Planning Advisor and publishes a team spanning financial planning, business consulting, and operations.
