The best exit you will ever have is the one you prepared for.
The Exit Story™ applies a banker’s credit lens and a proprietary seven-pillar methodology — the Exit Readiness Score™ — to prepare your business for the scrutiny of a buyer, while there is still time to improve the outcome. Founders who prepare enter the market with a verified, defensible business — not a story a buyer has to take on faith.
A business owner builds over decades and exits once. What a buyer pays for is not just what the financials show — it is the strength of your customer relationships, the depth of your team, the clarity of your operations, and the confidence that the business continues without you.
The number reflects all of it. The question is whether the story behind your business is told clearly enough for a buyer to pay for what it is actually worth.
The gap between what an owner believes their business is worth and what a buyer will pay is rarely about the business. It is about how well the story behind it has been told. On a $1MM EBITDA business, the difference between a 3x and a 4x multiple is $1MM in your pocket.
Preparation is what moves that number.
Building a credible exit takes 3 to 5 years of deliberate work. Owner dependence is reduced over time. Financial clarity is earned, not assembled.
The owners who walk away with the best outcomes started earlier than they thought they needed to. The difference is never intention. It is timing.
Founders who work with The Exit Story™ enter the market with a verified, defensible business — not a story a buyer has to take on faith.
The Exit Readiness Score™ is a proprietary seven-pillar weighted assessment that tells you exactly where your business stands, what a buyer will find, and what to fix before they do.
Each stage builds directly on the last. You know what you are getting and what it costs before we begin. Every time.
A structured conversation across seven key areas that gives you an honest picture of where your business stands today. No documents required. By the end, you know your gaps, your strengths, and what needs attention before you go to market.
The Exit Readiness Score™ — a proprietary seven-pillar weighted assessment — is the foundation of every engagement. We apply a lender’s credit lens to your business — the same structured review used to assess whether a business is acquisition-ready. Financials, revenue quality, customer concentration, ownership structure, contracts, and risk. Reviewed and addressed before anyone else looks.
A ranked plan built around what the review actually found. Not a generic checklist. We agree on what needs doing, in what order, and who is responsible. Progress is tracked. Nothing is left open-ended.
Your story, told in your voice. The buyer narrative, the data room, and The Exit Story™ Market-Ready Summary — the complete package for whatever path to market the owner chooses.
Engagement structure and investment are mutually agreed following the Readiness Assessment, based on your desired outcome and the complexity of your business.
Start a ConversationYou have built something significant. A business with real value — built through vision, persistence, and years of hard work that no spreadsheet fully captures.
I built and exited a business of my own. Then spent 16 years in commercial banking, working with mid-market business owners across BC and Alberta on capital strategy, risk, and deal structure — and that lens now works entirely for you.
My work is to ensure that the value you have built is visible, defensible, and fully recognised — and that the narrative you bring to market is yours, told with the clarity and rigour it deserves.
I assess your business, build your exit roadmap, and coordinate every specialist you need: your tax advisor, your lawyer, your estates planner. Each one briefed, aligned, and focused on one outcome. You run your business. I orchestrate the exit.
When you work with The Exit Story™, you work with me.
Founder-led businesses · $2MM–$25MM revenue · BC & Alberta
Tell us where you are. We will be in touch within one business day to arrange a free one-hour conversation about your business, your timeline, and whether this is the right time to start.
Free · Confidential · No obligation · BC & Alberta