For Business Owners
Plan the exit you deserve
CEPA-certified exit planning with data-driven analysis. Understand your business value, maximize it, and know you're ready when the time comes.
The opportunity
You've built something valuable. Whether you exit in 1 year, 5 years, or longer, a clear plan makes the difference between a mediocre outcome and the sale of your dreams.
Traditional exit planning costs $20K–$100K and takes 6–12 months. It's often a PDF that collects dust.
Aion's exit planning delivers a living roadmap: continuously updated, action-prioritized, and fully integrated with your personal wealth plan.
The exit planning process
A structured, thorough approach from assessment to ongoing optimization.
Business Assessment
Weeks 1–2Upload 3 years of financials, tax returns, key contracts. We analyze revenue, EBITDA, customer concentration, owner dependency, and growth trends.
Output: Business Valuation (3–5 methodologies) + Exit Readiness Score
Value Driver Analysis
Weeks 2–3We identify 5–10 specific factors that increase or decrease your business value, and quantify the impact of each.
Output: Prioritized Improvement Roadmap with effort/impact analysis
Buyer Universe Mapping
Week 3Identify likely acquirers: strategic buyers, PE firms, employees, consolidators. Benchmark offer multiples and deal structures.
Output: Buyer Persona Profiles with likely offer ranges
Deal Structure Modeling
Week 4Model different exit paths: all-cash sale, earnout, seller financing, employee buyout, family transition. Calculate net proceeds after taxes.
Output: Deal Structure Comparison with tax implications
Personal Wealth Integration
Weeks 4–5Integrate sale proceeds into your personal financial plan. Model post-exit income, lifestyle sustainability, and wealth transfer strategy.
Output: Post-Exit Wealth Projection showing retirement readiness
Quarterly Reviews
OngoingQuarterly one-hour calls reviewing progress on value drivers, updated valuations, and adjusted roadmaps.
Output: Quarterly Value Creation Report
What this means in practice
A representative example of how exit planning creates value.
Example: David's HVAC Company
Revenue
$3.2M
Initial Valuation
$2.8M–$3.4M
Exit Readiness
58/100
Primary Value Gaps
- Owner dependency (David involved in 80% of sales)
- Recurring revenue only 28%
- Customer concentration (top 3 = 42% of revenue)
Value Driver Roadmap
Hire Operations Manager
Next 90 days
Convert to maintenance contracts
6–12 months
Reduce customer concentration
12–18 months
Document processes
3–6 months
After Implementing Improvements
Exit Readiness
82/100
Offer Range
$3.4M–$4.1M
Value Created
$300K–$700K
Why Aion's approach is different
CEPA-Certified
Our partner is a Certified Exit Planning Advisor with decades of business owner experience.
Living Plan
Instead of a static PDF, your plan updates quarterly as business metrics change.
Comprehensive
Your exit is integrated with personal wealth planning, not isolated from it.
Transparent
You see exactly how value is calculated, where improvements have impact, and what exit paths mean for your finances.
The investment
Initial Exit Planning Assessment
$5,000–$10,000- •Business valuation (3 methodologies)
- •Value driver analysis with improvement roadmap
- •Buyer universe mapping
- •Deal structure modeling
- •Post-exit wealth projection
Annual Reviews
$2,500–$5,000If not moving to comprehensive wealth management with Aion.
If you decide to pursue comprehensive wealth management, the exit planning assessment is typically included as part of your Architect tier service.
Ready to understand your exit options?
A 30-minute strategy call to discuss your business, your goals, and what a thoughtful exit looks like.