Is Your Business Ready to Sell?
The Exit Readiness Checklist
Download our step-by-step Exit Planning Checklist to uncover what matters most in preparing a business for a successful exit. Whether you're advising clients or planning your own transition, this guide helps you spot risks, unlock value, and make smarter decisions well before it's time to sell.
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The Exit Readiness Checklist
Download our step-by-step Exit Planning Checklist to uncover what matters most in preparing a business for a successful exit. Whether you're advising clients or planning your own transition, this guide helps you spot risks, unlock value, and make smarter decisions well before it's time to sell.
CEP helped me see the real value behind my business. It wasn’t just about numbers. They showed me what buyers care about and how to build toward that. I walked away with a clear direction and more confidence.
Mark T,
Greenville, SC
In this free CHECKLIST, you'll learn:
In this free TOOLKIT, I'll show you:
Where to Start
Exit planning can feel overwhelming. This guide helps you focus on what matters most right now.
WHAT TO WATCH FOR
Avoid common mistakes that cost owners time, money, and peace of mind during a transition.
How to Spot Gaps
See where your business might be leaving value on the table—and how to begin fixing it.
WAYS TO ALIGN YOUR GOALS
Make sure your exit plan supports your financial goals and future lifestyle.
Hi, I’m James, a Certified Exit Planning Advisor. I help business owners and their advisors prepare for smoother transitions, stronger valuations, and outcomes that protect what matters most.
The Exit Readiness Checklist was built to simplify that process. It offers a clear place to start, whether you are years from selling or just beginning to think about what comes next.
Without it, many owners miss key steps that cost them time, money, and peace of mind. With it, you can begin building a plan that supports your goals and future lifestyle while reducing stress along the way.
If you are ready to think ahead and lead with intention, this is the place to begin.
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James
WHAT ACTUAL CLIENTS HAVE TO SAY ABOUT C.E.P...
“Working with CEP gave me clarity. I used to feel stuck, but now I know where to focus. They helped me get out of the weeds and think like a real owner.”
Dana R.,
Charleston, SC
“CEP helped me turn my business into something buyers would actually want. They walked me through what matters and where I was holding things back without realizing it.”
Chris L.,
Nashville, TN
“I didn’t think I was ready for anything like exit planning, but CEP made it practical and doable. They helped me clean up my numbers and get systems in place. I feel more prepared than ever.”
Jasmine K.,
Portland, OR