Growth & Exit Planning

Grow and Exit Your Business Like a Pro

We help you design a strategic plan that aligns your growth goals with various exit possibilities so you can maximize the value of your company and desired goals during the transaction OR transition.

90-Minute Introduction Meeting

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.

GEXP Phase 1 (Clarity Day)

During Clarity Day, we go through our 6 steps helping you get clear on where you are now, where you want to take the business and why. Then we review what all 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.

Growth & Exit Planning

Growing your company can be fun, and a trap, if you don’t plan for the eventual exit. What’s the point in having a $100 million company if you can’t get out of it when and how you want?

“Business owners who are looking to the future often have no idea how to plan for an eventual exit while continuing to grow. Our proven Growth and Exit process gives business owners clarity so they can sell on their timeframe to the right buyer for the price they want.”

Optimize the business you’ve built by creating a growth and exit plan. You’ll gain options, and control over your journey as an entrepreneur. Planning for differnet exit possabilties allows you to focus your growth in the highest value places while being ready for any exit opportunity that arises.

Work ON the Business, not IN the Business

Design a blueprint that gets you to where you want to go with your business.

CLARTIY: what do you want your business and why? What is your business worth, how much money do you want and what kind of legacy do you want to leave?

DESIGN: create a foundation and architect the plan you want, then build the best team of advisors possible who will make sure you get there.

GEXP™ Board of Advisors™: ongoing updates and progress reports each quarter. Become the visionary you need to be and use your team to help manage the plan.

Transition™begin transitioning your roles and responsibilities whenever it makes and pull the trigger on your ideal exit when the time is right.


Completed Exits

Happy Clients

Qualified designations

The GEXP Process™


  • + Business and Industry Deep Dive
  • + Due Diligence & Virtual Data Room
  • Onsite Interviews with Owners and Key Company Stakeholders
  • Build GEXP Team of Advisors™
  • Preliminary findings
  • + Executie Level Business Summary and Script
  • Final recommendations


  • Quarterly GEXP Board of Advisors™ meetings
  •  Access to Control Hub™
  • Ongoing due diligence deep dive
  • Coordination of your Growth & Exit Plan recommendations and advisors
  • Ongoing conversations around increasing the business’s value, the exit options and industry landscape