Business advisory and exit planning
Adam works with owners on the numbers that drive the business: cash flow, forecasting, margins and the few measures worth checking every month. When an owner starts thinking about selling, Adam is a Certified Exit Planning Advisor (CEPA) and a Certified Merger and Acquisition Advisor (CM&AA), and helps with valuation, preparing the business for sale and connecting with qualified buyers.
Who this is for
- Owners who want a CFO’s view of their numbers without hiring a full-time CFO
- Growing businesses that need a cash flow forecast and a budget
- Owners thinking about selling their business in the next few years
What is included
Part-time CFO guidance
- Cash flow management and forecasting
- Budgeting and year-end tax planning
- A short list of numbers to watch each month, such as gross margin, cash on hand and average sale size
- Help making decisions with your numbers in front of you
Exit planning
- An honest look at what the business is worth today and what affects that value
- Preparing the business, its books and its records for a sale
- Connecting with qualified buyers when you are ready
Questions about business advisory and exit planning
Fees depend on the work. Read how fees work.
Do I have to be planning a sale to use advisory services?
No. Most advisory work is about running the business well today: cash flow, forecasting and knowing your numbers. Exit planning is there when you want it.
Book a call with Adam
Pick a time for a 15-minute call. There is no obligation. Tell Adam what you need and he will explain how he can help and what it would cost. If you would rather talk now, call the office at 469‑213‑8492.