Our Services
FreshVue™ Exit Planning Services
by Dianne Kelley, CEPA | Certified Exit Planner
“Plan Smart. Exit Strong.”
Step 1: Exit Readiness Snapshot
Discover where you stand today. Includes:
*Personal Readiness Assessment
*Business Readiness Assessment
*Business Attractiveness Score
10-minute follow-up call
Step 2: Exit Readiness + Valuation Estimate
Get the full picture—readiness + what your business may be worth today.
Includes:
*Everything in Step 1
*Business valuation estimate via Value Builder System™
*30-minute review session with Dianne Kelley, CEPA
Step 3: Deep Dive: Gap & Risk Analysis
Pinpoint the gaps in your business that could reduce your value or delay your exit. Includes:
*1:1 90-minute strategy session
*Comprehensive review of assessment + valuation
*Written report of key risks, value gaps, and recommended next steps
*Prioritized roadmap to begin increasing business value
Step 4: Strategic Exit Planning Program
Ongoing planning and implementation to grow value and readiness.
Includes:
*Monthly 60-minute private strategy calls
*Customized Exit Plan
*Accountability
*Ongoing Value Builder scoring and progress tracking
*Collaboration with legal/financial/tax advisors (if needed)
Step 5: Strategic Planning Takes Time & Commitment
Exit planning is just the beginning of your journey. Getting a strategic plan aligns your mission with your vision.
Dianne's Dynamic Exit Tip #1
The Leadership Style That Builds Loyalty - and Destroys Company Value
Some leaders take pride in leading from the front. They’re in the trenches with their team. They never delegate a task they wouldn’t do themselves. It earns respect, builds morale, and inspires loyalty.
But it can also destroy the value of their business.
According to data from The Value Builder System™, companies where the owner is the hub get offers that are 35% lower than those that run independently of their founder.
Buyers don’t pay top dollar for a company that revolves around its owner. They want a business, not a boss.
Dianne's Dynamic Exit Tip #2
Are you an Owner or a Manager?
Have you ever considered that knowing too much about your company’s product or service could be a disadvantage? Sometimes, not being a technical expert can help you avoid a common trap many founders fall into.
Dianne's Dynamic Exit Tip #3
Big vs. Valuable
Most founders aim to boost sales, but prioritizing top-line growth can attract low-quality revenue, potentially reducing your company’s value. To an acquirer, revenue quality varies. They prioritize future revenue predictability, valuing recurring income from contracts and subscriptions higher than one-off sales. Consequently, firms with recurring revenue often command a revenue-based valuation, whereas businesses reliant on transactional revenue are usually valued based on a multiple of EBITDA.
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