Milestone

Small Business Exit Strategy Consulting

Every founder or owner will eventually exit their business.  Will you be ready when the time comes?

Milestone’s business exit strategy consulting is a comprehensive advisory service that prepares an entrepreneur for a successful exit.

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Ready to maximize the value

of your business?

We are the trusted HR and Accounting partner for businesses of all sizes and specialties

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“The Milestone team has extensive transaction experience and can play an invaluable role in helping business owners prepare for a successful exit. ”

Doug Connor
Doug Conner Co-Founder / Partner – EO Advisors

“Milestone is fantastic. There are a tremendous number of moving parts involved in any transaction. Working with an advisor that has both operational and M&A experience is critical. I highly recommend Pat and his team.”

Al Hubbard
Al Hubbard Founder & Chairman – E&A Companies

“Milestone took our finance function to the next level and helped prepare us for a successful exit. My only regret is that we didn’t do it earlier.”

Pete Vaccaro
Pete Vaccaro Partner – Formulary Insights

Will you be ready for an exit?

a graph that explains how most business owners have trouble exiting their companies

Source: 2022 KeyBank Study

Our Approach To Business Exit Strategy

Discovery

We learn about your business . . .

Seek first to understand. It’s one of our mantras at Milestone.  We don’t believe in one size fits all, so we spend time upfront to understand the nuances of your business, starting with a comprehensive assessment of the Accounting, HR, and Revenue functions.

 

You learn about the process . . .

We believe it is important for you to have a thorough understanding of the entire process, so you know what to expect.  We will walk you through the timeline from start to finish, including a comprehensive overview of key milestones and deliverables.  

Mature businessman smiling in a circular frame with an assessment checklist graphic, highlighting performance review and professional evaluation.
Mature businesswoman smiling in a circular frame next to a bar graph showing upward trends, symbolizing professional growth and success.

Strategy

A good strategy starts with the end in mind. We understand both sides of the table—what sellers need to prepare and what buyers want to see. We will work with you to define the desired outcome and then build our strategy to achieve those results, including:  

 

  • Key financial indicators

  •   • Revenue & EBITDA optimization plan
  •   • Detailed financial projection model
  •   • Ideal buyer profile
  •   • Baseline and target business valuations

 

 

Execution

Our forward-looking tools and data-driven insights help you make the right moves to maximize value. The execution phase will be highly customized to your business, including:

 

  •   • Detailed action plan 
  •   • Financial reporting/management dashboard
  •   • Proforma capitalization table/waterfall analysis
  •   • Comprehensive data room materials
  •   • Go-forward action plan
Mature businessman smiling confidently beside a quarterly valuation bar graph inside a circular infographic, highlighting business growth trends.

Get Started!

Maximize your business valuation.

Get in touch with a Milestone team member.