Exit Planning for Women Agency Owners
The richest exit isn’t only about money…
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 digital content marketing 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, the transition, and the experience you want.
Let’s get you the richest exit possible.
"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!"
Amanda Nowak, Founder, The Simple Home
Generally, speaking there are four typical exits…
There are not ONLY four 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 to an external party (agency not owner dependent)
- Sell partial ownership to a partner (potential to cash out multiple times over time)
- 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!"
Jamie Klingman, Founder, The Exit Strategy Company
OUR A.S.S.E.T. FRAMEWORK
1. Assess
We'll conduct a few workshops and initial assessment and valuation of your existing business.
4 Weeks
2. STREAMLINE
We'll find a few quick wins to relieve pressure and streamline your current infrastructure.
16 Weeks
3. STRATEGIZE
We'll get clear on what you want and then map out the strategy as to how to get you from here to there.
8 Weeks
4. Execute
This can be three months, three years, or anywhere in between. This is tailored to you and your journey.
3 Months+
5. Transfer
Once you're ready, we'll assist you in the transfer of your business, whatever that looks like for you!
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:
- Business Questionnaire & Exit Readiness Assessments
- 1-Hour Kickoff Meeting
- An Initial Business Valuation
- 1-Hour Valuation Review & Analysis Workshop
2. Streamline ($2.5k/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 16-week phase includes:
- 3-Hour Defining Success & Goal Setting Workshop
- Financial, Team Responsibility & Profitability Homework
- 2-Hour Business Fundamentals Workshop
- 2-Hour Creating Space & 90-Day Quick Wins Workshop
- Monthly Coaching/Check-ins (2-3)
- Unlimited Access via Slack Channel & Laser Coaching
3. Strategize ($7.5k/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 8 week strategic planning phase includes:
- 1 Day In-Person Strategic Planning Workshop
- Updated Valuation
- 1-Hour Updated Valuation Review Workshop
- Unlimited Access via Slack Channel & Laser Coaching
4. Execute ($1,250+/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)
- Strategic Partner Introductions & Coordination
- Support with Staffing (if needed)
- Support Building an Intrapreneurial Team
- Prioritization of time, energy, resources
- Additional Research
5. Transfer
Once we get you to a place where you’re feeling confident in moving forward, we’ll begin the transfer process. This can look like a number of things. If you’re ready to sell, we’ll transfer you over to your business broker to take you across the finish line. If you’re shutting down and starting your next venture, we can support you in that transfer as well. Whatever path your journey takes you, that’s your transfer: from your current state to your next chapter.