Think of exit planning like training for a marathon. You wouldn’t wake up one day, decide to run 25 miles, and expect to crush it without preparation, right?
The same goes for selling your business. The companies that command premium valuations have been conditioning themselves long before the starting gun.
Exit-readiness firms and coaches help you identify what buyers actually care about. They spot the weaknesses in your operations, gaps in your documentation, and opportunities you’re missing, all with an eye toward boosting your valuation.
Perhaps most importantly, they do it all while there’s still time to improve things, so you can get a better deal when it’s time to sell.
Exit-readiness support: What do you need?
We’ve broken this list into several categories:
- Consultancies that do the work with you to prepare for an exit. Some firms get in the weeds with the founders, working alongside them in the business to make improvements. Other consultancies simply do an assessment and make recommendations for how to improve your valuation.
- Coaches who serve more of an advisory role. They support you as you do the work that’s necessary to achieve the best possible exit. They help you strategize and support you on execution, but they don’t actually get in the business to assess it or execute improvements.
- Accounting firms that help founders make strategic financial optimizations ahead of a sale, including cleaning up your books. With this goal in mind, you want a CFO or accounting firm that specializes in preparing for M&A.
- Wealth advisors who focus on personal financial planning. They’ll look for ways to help you take home as much of your money as possible, and suggest approaches for investing, protecting or spending the money from your windfall.
So here’s our list of exit-readiness pros who understand the M&A landscape and can help you position your company for your dream exit.
If you get in touch, please say you heard about them from They Got Acquired!
📍Exit-readiness firms & consultancies
These firms assess your business and/or get in the business alongside you to make improvements.
Ripples Edge Advisors
Ripples Edge Advisors | LinkedIn
Founders: Kimberly Wasney and Alexandria Seydel
Chief Rebel
Founder: Kinza Azmat
The Whisper Group
Works exclusively with female founders
Founders: Carrie Kerpen and Maggie Lord
Fenwick Partners
Founders: Brett Bancheck and Micah Leibowitz
📍Exit-Readiness Coaches
These coaches meet with founders to strategize around how to grow the company in a way that will help you meet your exit goals.
Mike Finger
Greg Head
Works exclusively with SaaS founders
Samuel Rubenstein
Panacea Capital Advisors | LinkedIn
📍Accounting Firms with M&A focus
These accounting and CFO firms help founders clean up your books and make financial optimizations ahead of your sale.
Colson Strategies
Founder: Lauren Colson
📍Wealth advisors
These financial professionals will help you prepare personally for your windfall.
Chicago Partners
Contact: Matthew Fischer
Brighton Jones
Contact: Matt Camrud
Cresset Capital
Contact: Cathy Rieder


