Exit Planning for Women Agency Owners
You will exit your business someday.
The question is, will it be on your terms?
Whether voluntarily or involuntarily, you will exit your business someday. And it can quite possibly be one of the biggest life events you experience, so let’s make it everything you ever hoped it would be!
There are a lot of ways you can exit your business and the only right way is the one that feels right for you. We believe business needs to be personal to be successful and how you exit your business is equally, if not more, personal than how you build it.
When I exited my agency, I felt like I couldn’t tell anyone. I didn’t feel that I had built anything of value. So I quietly shut down just to discover a few months later that I lost out on hundreds of thousands of dollars by not having the right support.
I don’t want that for you. Let’s get you the money, the terms, and the transition you want.
"Kiley helped me in my exit planning journey in such a big way. She pushed me to analyze every aspect of my business and optimize it for profitability while simultaneously removing myself from the day-to-day. She asked hard questions and got me to think about things I had never considered in exit process. Kiley was honest and supportive throughout our time together, two things I needed. The exit journey is not fast and it's a lot of work. So having someone like Kiley on your team to guide you through it all is invaluable. If you're even thinking about exiting, give Kiley a call!"
Generally, speaking there are three typical exits…
There are not ONLY three ways to exit your business, but for many agency owners, it will most likely boil down to one of these three options:
- Sell the whole thing (agency not owner dependent)
- Sell assets (cash in on your best assets)
- Shut it down (burn it down and get out STAT)
What option feels right for you? Wanna talk through it?
"Kiley is amazing to work with! Her ability to see the details, make a plan, ensure all key parties understand, and implement is unmatched. Her skills are needed by all business owners and entrepreneurs!"
OUR A.C.M.E FRAMEWORK
1. Assess
We'll conduct an initial assessment and valuation of your existing business and assets.
4 Weeks
2. CREATE SPACE
We'll create space for you mentally, emotionally, and financially and find a few quick wins to relieve pressure.
14 Weeks
3. MAP IT OUT
We'll get clear on what you want and then map out the strategy as to how to get you from here to there.
4-8 Weeks
4. Execute
Then we do the work. This can be three months, three years, or anywhere in between. This is tailored to you and your journey.
3 Months+
1. Assess & Evaluate: $5k
First things first, let’s see whatcha working with. Whether you’re building to sell or you’re ready to burn it down, there’s a 90% chance that you’ve built something of value here. So before you strike the match, let’s connect and see what you’ve built and then we can make moves from there.
In this initial 4-weeks, we’ll cover:
- 1-Hour Kickoff Meeting
- Business Questionnaire & Exit Readiness Assessments
- An Initial Business Valuation
- 1-Hour Valuation Review & Analysis Workshop
2. Create Space & Quick Wins ($6k/month)
When you’re in the process of thinking through the future, it takes up a lot of mental and emotional space. So before we dive into detailed future planning, we want to take a moment to define success for you as a human being and then find the opportunity for a few quick wins – mentally, emotionally, and financially – to create space for you to think more clearly.
This 14-week phase includes:
- 3-Hour Defining Success & Goal Setting Workshop
- 2-Hour Business Fundamentals Workshop
- Financial, Team Responsibility & Profitability Homework
- 2-Hour Creating Space & 60/90-Day Quick Wins Workshop
- Monthly Coaching/Check-ins (2-3)
- Unlimited Access via Slack Channel & Laser Coaching
3. Map it Out ($6k/month)
This is where we’ll identify where you want to go and create the roadmap to make it happen. If you know you’re not done working after this exit, we’ll identify how to help you package you’re intellectual property and prepare to launch a boutique consultancy. If you’re done, let’s get you outta there.
This 4-8 week strategic planning phase includes:
- 2-Hour Vision & Audience Workshop (New Venture – Optional)
- Audience Research (New Venture – Optional)
- 1-2 Day In-Person Strategic Planning Workshop
- Updated Valuation
- 1-Hour Updated Valuation Review Workshop
- Unlimited Access via Slack Channel & Laser Coaching
4. Execute ($1.5k+/month)
We’ll work together in 90-day sprints to implement the value creation and exit transition roadmap we’ve created together. This will vary depending on when you’re ready to list and start working directly with your full blown exit planning team (which we will help you assemble and manage if you don’t already have people in place).
These 90-day sprints can include:
- Quarterly Transition Workshops
- Monthly Coaching/Check-ins (2)
- Unlimited Access via Slack Channel & Laser Coaching
- Strategic Partner Introductions & Coordination
- Support with Staffing (if needed)
- Support Building an Intrapreneurial Team
- Communication Support & Timeline Management
- Prioritization of time, energy, resources
- Additional Research
- Ensuring You’re Set Up for Success