Seller Resources

Exit Planning Starts Three to Five Years Out

Whether or not you ever sell, a business built to sell runs better. Here is what we look at first with owners across Alpharetta and North Fulton County — and what to do about it.

Exit Readiness

The Blind Spots We Find Most Often

Every one of these moves your value or your terms. None of them can be fixed in a day — which is why Tony asks owners to call three or four years out, and Phil says three to five.

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Owner dependence — the 30-day test: can you leave for a month and come back to a business, not a mess?

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Customer concentration — one customer at 25% of revenue, or two at 50%, and a buyer prices in an earn-out

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Financials — clean, verifiable, with personal expenses and family payroll normalized out

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Rent you aren’t charging your own company — a negative add-back that can be a big number

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Management depth — is there a team a buyer would keep, and key employees with the licenses?

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Contracts, leases, and equipment records — transferable, documented, ready for a data room

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Whether you and your family are truly ready — buyers walk when sellers get cold feet

Go Deeper

Guides, Answers, and Next Steps

What Is My Business Worth?

An honest, market-tested valuation — including what buyers will discount for.

Request a Valuation →

How a Sale Works

Preparation, confidential marketing, offer to close — and what to expect on timing and structure.

The Seller’s Process →

Selling Tutorial

The full walkthrough, from deciding to sell to the closing table.

Read the Tutorial →

Video FAQ

Short answers to the questions sellers ask first.

Watch the Video FAQ →

Free Downloads

Guides you can read at your own pace before we talk.

Browse Downloads →

Will My Employees Find Out?

Not from us. Blind teaser, NDA, and buyer qualification before your identity is revealed.

Talk With Us →
Exit Planning

Exit Planning Is a Team Discipline Here

Phil trained as a Certified Exit Planning Advisor because the owners who plan early get better outcomes — and, in his words, a business that runs so much more smoothly that the sale is almost the bonus. Tony asks owners to call three or four years out so customer concentration and family payroll can be worked through in time. John builds the baseline valuation and connects you with the CPAs, attorneys, wealth advisors, and coaches to do the work.

John Charleston, Tony Samples, and Phil Eleson laughing together in an Alpharetta office lobby
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Transition Your Success Into a Seamless Transaction

Discover and capitalize on market opportunities to secure your exit or acquisition.