Growth & Exit Planning

Workshops and consulting that help you maximize the value of your business and engineer your ideal exit.

Do You Want to Grow and Sell Your Company?

First, Clarify Your Target

Do you struggle answering these questions?


  • What are all my exit options?
  • What should I do now to maximize the value of my exit?
  • How will my exit option(s) impact how much money I get?
  • What would happen to my employees if I sold?
  • How much is my company worth?
  • Should I sell to an insider(s) or to a 3rd party?
  • Will I have to stay around if I sell?

Start With The Clarity Day Workshop

The first step to a Growth and Exit Plan is the Phase 1 – Clarity Day Workshop. Our Facilitator comes onsite to you for a day, which is broken into 5 parts based on the 5 Growth & Exit Planning Principles. The principles are the foundation for getting you clear on your ideal exit and how to maximize the outcome you want.




Your 'Why'

Why did you start your business and what do you want from an exit?

Financial Targets

How much money do you need, or want, to make when you exit?

Growth & Value Drivers

Are you increasing the value of your company with your exit in mind?

Exit Options

What are all your exit options? 

Building Your Team

Do you have a team of Rockstar advisors?

More about the 5 Principles

Design & Implement After Clarity Day

After the Clarity Day Workshop, you can choose to design and implement your own Growth & Exit Plan or hire GEXP Collaborative. The Design Phase is where everything comes together and everyone gets on the same page. Your end goal is clear and everyone knows what they should be doing. The result is a dynamic plan focused on what you want and a team that is held accountable until you achieve your end goal.


The GEXP Process™

The GEXP Process™

The GEXP Process™

More about The GEXP Process

How To Get Started

Still not sure whether the Clarity Day Workshop is for you, or you have questions about the Growth & Exit Planning process?  Then let’s jump on a call. We understand your time is valuable so we won’t waste it. We’ll discuss what you want to accomplish, how our process works and make a clear determination if there is a fit or not. Either way, you’ll walk away with a good experience and some resources to look into! 

45-Minute Phone Call

We want to learn about your business, goals and objectives. Then we will share our history, the GEXP Team™ and the GEXP Process™. At the end of the meeting, you’ll have a clear vision on whether or not you are ready for (or in need of) a growth and exit plan.

Clarity Day Workshop

After the phone call is the Clarity Day Workshop. We dive into the 5 Growth & Exit Planning Principles. You will see clearly where you are now and how to get where you want to go. At the end of the day, you’ll know what your exit options are, what financial targets you need to hit, how to maximize the value of the business and how to build a team to get you there.

Latest Blogs

How Does Culture Impact the M&A Process?

Let’s take a look at what’s going on with your team. We often recognize our top performers as key people in our company, but what about those less-sung heroes? Maybe they’re not our proud and slightly boastful sales stuff, but they certainly make our business run more...

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Will You Sell Your Business for Enough Money?

The value gap. Most of us have heard of it, but do you really know what it is? In its simplest form, the value gap is the cash difference between your business-funded lifestyle now and your business-free lifestyle after sale. So we really need to ask...

read more