Exit on Your Terms. With Confidence. Most business owners spend years building their business—but far less time preparing for the exit.

TAG ExitReady™ is a structured, multi-year planning process designed to help business owners prepare both personally and professionally for a successful business exit. The goal is not just to sell a business, but to exit with confidence, clarity, and control.

Most owners spend years building value inside their business, yet far less time planning how that value will translate into long-term financial independence and life satisfaction. TAG ExitReady™ bridges that gap.

Who can benefit:

• Business owners nearing an exit
• Owners with the majority of their net worth tied to the business
• Individuals seeking clarity around life, income, and purpose after exit

The ExitReady™ Philosophy

A successful exit is about more than price. It requires alignment between:

• Business value and market readiness
• Personal financial outcomes
• Life goals after the business

The Five-Phase Process

Phase 1: Vision and exit alignment

We begin by defining what a successful exit actually means to you. This includes timing, financial targets, and what life looks like after the business.

Phase 2: Business Exit Readiness

We assess the key drivers of business value and identify risks that could impact marketability or valuation. The focus is on readiness, not just valuation.

Phase 3: Personal Financial Readiness

We model how potential exit outcomes translate into sustainable income, taxes, and long-term security, so there are no surprises after liquidity.

Phase 4: Exit Strategy Design

We coordinate with your CPA, attorney, and other advisors to align strategies, timelines, and decision points into a cohesive exit roadmap.

Phase 5: Execution & Optimization

As the exit approaches, we monitor progress, adjust for changes, and help you navigate decisions with discipline and confidence—before and after the transaction.

Our Role

We act as the quarterback of your exit planning process. We coordinate strategy, align advisors, and ensure decisions are made early enough to matter. We do not replace your CPA, attorney, or transaction advisor—we seek to help them do their best work.

The Goal

• Greater business value
• Clear personal financial outcomes
• Reduced risk and regret

Ready to get started? Schedule an ExitReady™ discovery conversation.

TAG and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.