Prepare Your Business for Sale
Maximise your exit value by preparing years before you sell. Finley helps you identify and fix the financial issues that reduce valuations, build the metrics buyers care about, and enter negotiations from a position of strength.
What's Included
Everything you get with Finley's exit planning service
Valuation Optimisation
- Current valuation range assessment
- Value driver identification
- Improvement roadmap development
- Buyer perspective analysis
- Comparable transaction insights
Financial Health Improvement
- Revenue quality enhancement strategies
- Customer concentration reduction planning
- Margin improvement prioritisation
- Working capital optimisation
- Recurring revenue emphasis
Exit Readiness
- Clean financial records establishment
- Owner dependency reduction
- Key metric dashboards for buyers
- Data room preparation
- Timeline and milestone planning
Common Problems We Solve
If any of these sound familiar, Finley can help
"I want to sell but don't know what my business is worth"
Finley provides valuation range estimates based on your financials and comparable transactions. You'll understand the factors driving value and what could change them.
"Buyers say my business is too dependent on me"
Owner dependency is a common value killer. Finley helps identify where you're essential and develop plans to make the business more transferable - before you go to market.
"My revenue is too concentrated in a few customers"
High customer concentration is a major risk for buyers and reduces valuations. Start addressing it now - you need 2-3 years to diversify effectively before a sale.
"I don't know when I'll be ready to sell"
Exit readiness assessment shows what needs to improve and how long it will take. Create a realistic timeline to your optimal exit window.
How It Works
From upload to insights in minutes, not weeks
Assess Current State
Upload your financials for comprehensive exit readiness assessment.
- Financial trend analysis
- Valuation driver identification
- Risk factor assessment
- Current valuation range
Identify Improvements
Finley identifies the specific changes that would increase your business value.
- High-impact improvement opportunities
- Timeline requirements for each
- Resource requirements
- Expected value impact
Execute Roadmap
Implement improvements with tracking and guidance.
- Priority-sequenced action plan
- Progress tracking
- Milestone achievements
- Regular reassessment
Prepare for Market
When ready, generate the materials needed to engage buyers.
- Cleaned financial records
- Key metrics dashboard
- Data room materials
- Sale-ready documentation
Why Choose Finley
What makes our exit planning different
Start Years Ahead
The best exits are planned 2-5 years in advance. Finley helps you identify improvements while you still have time to implement them.
Value Driver Focus
Not all improvements matter equally. Finley prioritises changes that specifically increase buyer interest and valuations.
Buyer Perspective
See your business as buyers will see it. Address concerns proactively rather than defending weaknesses during negotiations.
Measurable Progress
Track your exit readiness over time. See improvements in valuation drivers as you execute your roadmap.
Realistic Timelines
Honest assessment of how long improvements take. A one-year plan won't fix a three-year problem.
Reduced Advisor Dependence
Enter exit advisor relationships prepared. Reduce the hours you pay for by doing groundwork yourself.
Frequently Asked Questions
Common questions about exit planning
How far ahead should I start exit planning?
Ideally 3-5 years before you want to sell. Some improvements (like reducing customer concentration) take years to implement. Even 12-18 months ahead is valuable, but the more time you have, the more value you can build.
What factors most affect business value?
Revenue quality (recurring vs one-time), growth rate, margins, customer concentration, owner dependency, and market conditions. Finley assesses all of these and prioritises the improvements with highest value impact for your specific situation.
Can this help if I'm not sure I want to sell?
Absolutely. Exit planning improvements also make your business stronger to run. You're building a more valuable, more resilient business whether or not you ultimately sell.
How do you estimate valuation?
We use comparable transaction multiples and your financial metrics. Valuation is a range, not a precise number, and depends on finding the right buyer. Our estimates give you realistic expectations and identify what could push you toward the high end.
What if I want to pass the business to family?
Succession planning has much in common with exit planning - reducing owner dependency, documenting processes, cleaning financials. Finley helps with the financial side; you'll want additional advice on family dynamics and estate planning.
Do I need to tell my team I'm planning to sell?
Not immediately. Much of exit preparation looks like good business practice. When you're closer to market (6-12 months out), you'll need to involve key people, but early planning is appropriately confidential.
Need Urgent Help?
Unexpected acquisition interest? Get instant exit readiness assessment and identify critical preparation priorities. Our rapid exit mode helps you assess your position quickly when opportunity arises unexpectedly.
Response Time
Exit readiness assessment in 60 seconds. Detailed improvement roadmap in under 30 minutes.
Available 24/7 for Pro users
Where We Operate
Exit planning works globally. Particularly strong for UK and US markets where we have extensive comparable transaction data.
Ready to Get Started?
Try exit planning free - no credit card required. Upgrade to Pro for unlimited access.
Free tier available • Pro from £49/month • Cancel anytime