PeerExit
🧰 CATEGORY 1: FOUNDATIONS
🧭 Exit Timeline Calculator
Map out how long it might take to prep, list, negotiate, and close — based on real-world timelines.
💸 Walk-Away Number Worksheet
Calculate your real after-tax, post-fee net — and what it’ll take to hit your freedom number.
📊 Value Gap Calculator
Compare your current estimated value to your target exit number. Includes margin & multiple guidance.
Recommended Reading...
📚 Built to Sell
by John Warrillow
Most businesses can’t be sold — not because they aren’t valuable, but because they depend too much on the owner.
This book walks you through how to turn your business into a scalable, sellable asset with repeatable services, systems, and a sales team that doesn’t rely on you.
Key takeaway:
If you want to sell your business (or at least have the option to), you need to build it like you’re not the one running it.
👉 [Link to Amazon]
🎓 The Exit Strategy Playbook
by Adam Coffey
Written by a CEO who’s led multiple $1B+ exits, this book reveals what real buyers look for — and how to reverse-engineer your business to become irresistible to them.
Coffey breaks down what makes a company "exit ready" in plain, punchy language: recurring revenue, strong EBITDA, clean books, and a business that runs without you.
Key takeaway:
If you want private equity (or any serious buyer) to pay top dollar, you need to think like they do — and build for the exit from day one.
👉 [Link to Amazon]
📁 CATEGORY 2: DUE DILIGENCE & FINANCIALS
🧾 Due Diligence Checklist (Buy-Side Version)
buyer questions across legal, HR, financials, operations, and customer metrics.
💰 Chart of Accounts Template
Use this to clean up your books, get consistent, and prep for recasting.
🔄 Owner Add-Back Reference Sheet
Know what counts as an add-back — and what doesn’t.
🧮 DCF Valuation Model (Basic)
Plug-and-play discounted cash flow model for sanity checking your valuation.
✅ Financial Readiness Scorecard
10-point checklist to rate your financial clarity, consistency, and buyer-readiness.
🧑💼 CATEGORY 3: SOPs & SYSTEMS
📝 SOP Template (Key Roles)
Step-by-step framework to document how key functions run (Ops, Sales, Finance).
🧠 Delegation Worksheet
Break out owner-dependent tasks vs. transferrable systems.
🛠️ Process Mapping Mini Guide
Simple visual guide for building repeatable processes buyers can inherit.
🧲 CATEGORY 4: MARKETING YOUR DEAL
📄 Confidential Teaser Template
1-page teaser to introduce your deal — without revealing sensitive info.
📑 CIM Skeleton Outline (Basic)
Basic structure of a Confidential Information Memorandum. Use to start organizing the big picture.
🎯 Deal Box Worksheet
Reverse-engineer what your ideal buyer wants — and whether you align.
💬 Buyer Objection Rehearsal Script
Prepare for the questions real buyers ask — and how to respond without panic.
🚪 CATEGORY 5: THE EXIT TOOL VAULT
🧠 Exit Readiness Self-Audit
Built from our 6-pillar Asset-Worthy Investment Framework.
🤝 Sample NDA Template
Use this if you want to protect sensitive info when sharing docs with buyer prospects.
🧮 Real Deal Fee Calculator
See what a success-fee deal would cost under a Double Lehman, flat %, or hybrid model.
🗓️ Exit Prep Weekly Planner
A 4-week layout to schedule progress across financials, systems, and deal materials.
Tools alone don’t close deals...
But they give you the leverage most sellers never get.
Good luck and when you’re ready to go further, we’ll be here.
PeerExit
PeerExit is a service of Empowered Firm LLC.
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