Section 1 — Your motivation
What best describes your primary motivation?
Understanding the "why" behind your decision shapes every option that follows.
Select all that apply
✓
Personal liquidity
I want to take chips off the table — pay off debt, diversify wealth, or fund a lifestyle
✓
Accelerate growth
I need capital to expand, hire, enter new markets, or make acquisitions
✓
Full exit / retirement
I'm ready to step away entirely and monetize what I've built
✓
Find a strategic partner
I want a partner who adds value — customers, distribution, expertise, or synergies
✓
Reduce personal risk / burnout
I want to de-risk, reduce my workload, or share the burden of ownership
Section 2 — Ownership intent
How much of the business do you want to sell?
This determines whether you're raising capital, doing a partial sale, or exiting completely.
Select all that apply
✓
Minority stake (under 50%)
Sell a piece, retain majority control and day-to-day decision-making
✓
Majority stake (50–80%)
Bring in a controlling partner while staying involved as a meaningful equity holder
✓
Full sale (100%)
Sell the entire business — clean break or with an earnout period
✓
Not sure yet
I'm open to the right structure depending on terms and who the buyer is
Section 3 — Post-deal role
What do you want your role to look like after the deal?
Buyers and investors heavily weight founder involvement in structuring offers and valuations.
Select all that apply
✓
Continue as CEO / operator
I want to keep running the business — I just want capital or a partner alongside me
✓
Step back to advisory / board seat
I want to stay involved strategically but hand off day-to-day operations
✓
Transition out over 1–3 years
I'm willing to stay through a transition period, then exit cleanly
✓
Immediate exit at close
I want to step away as soon as the deal closes — no transition required
Section 4 — Business profile
What best describes your business today?
Be honest — this is the single biggest driver of which capital structures are realistically available to you.
Select all that apply
✓
High-growth, scaling fast
Revenue is growing 30%+ annually; we may or may not be profitable yet
✓
Profitable and stable
Consistent cash flow, predictable revenue, EBITDA positive — steady and mature
✓
Early stage / pre-revenue
We have a product or concept but limited or no revenue yet
✓
Flat or declining
Revenue has plateaued or is declining — I need a strategic move
Section 5 — Capital preference
What type of capital or buyer are you most open to?
Select all that you'd genuinely consider.
Select all that apply
✓
Private equity (PE)
Institutional investors who typically buy majority stakes and drive value creation
✓
Venture capital (VC)
Growth-stage investors who take minority stakes and bet on high-upside outcomes
✓
Strategic / corporate buyer
A company in your industry that acquires for synergies, customers, or technology
✓
Family office / HNWI
Wealthy individual investors who often offer more flexible, founder-friendly terms
✓
Management buyout (MBO)
Sell to your own leadership team — often paired with debt financing
✓
Debt / growth financing
Loans, revenue-based financing, or credit facilities — no equity dilution
✓
ESOP (employee ownership)
Sell to your employees via a structured trust — tax-advantaged with legacy preservation
✓
IPO / public offering
Go public to raise capital and create liquidity — for larger, high-profile businesses
Section 6 — Priorities
What matters most to you in the outcome?
Select everything that genuinely reflects your priorities.
Select all that apply
✓
Maximizing the sale price
Getting the highest possible valuation and payout is the top goal
✓
Speed of closing
I want to close in 3–6 months — I'd trade some price for certainty and speed
✓
Preserving company culture
The team, values, and brand I've built must be protected post-deal
✓
Retaining operational control
I want to stay in charge — veto rights, board seat, or management agreements
✓
Legacy and long-term mission
The company's purpose and impact on customers/community must continue
✓
Second bite of the apple
Keep upside through rollover equity — participate in the next phase of value creation
✓
Tax efficiency
Minimizing my tax burden through deal structure is a key priority
Section 7 — Timeline
When are you looking to transact?
Your timeline affects which paths are practical and how much preparation is required.
Select all that apply
✓
As soon as possible (0–6 months)
I want to move quickly — I may trade some value for speed and certainty
✓
Near-term (6–18 months)
I have time to run a proper process and optimize the outcome
✓
Planning ahead (2–4 years)
I want to explore my options and build toward an eventual transaction
✓
Just exploring / no set timeline
I'm in discovery mode — gathering information before deciding anything
Section 8 — Valuation
What do you think your company is worth?
Your estimate helps us tailor our guidance. Don't worry if you're not sure — that's exactly what a valuation call is for.
Select all that apply
✓
Under $1 million
Early stage or pre-revenue — value is primarily in the concept, IP, or team
✓
$1M – $5M
Small business with proven revenue and early traction
✓
$5M – $10M
Established business with stable cash flow and a growing customer base
✓
$10M – $25M
Lower middle market — attractive to PE firms and strategic buyers
✓
$25M – $50M
Mid-market business — strong interest from institutional buyers and PE
✓
$50M – $100M
Significant transaction — multiple buyer categories will compete for this asset
✓
$100M+
Large enterprise — strategic, PE, and public market options are all on the table
✓
I'm not sure
I don't have a clear sense of value yet — that's part of what I need help with
Almost there
Where should we send your results?
Your personalized exit path analysis is ready. Enter your details below and we'll show your results instantly — and send a summary to your inbox.
🔒 Your information is kept private and will only be used to follow up on your results. We do not sell or share your data with third parties.
Results appear immediately after submitting.
There was a problem sending your results. Please try again — or email us directly at
[email protected].
