The Exit-Readiness Audit
Get a clear, confident plan to protect your valuation—before buyers start discounting their offer.
Buyers look for risks to justify lowering your price. The Exit-Readiness Audit helps you fix those issues early, so you enter future negotiations from a position of strength.
Work directly with Karl Sakas to surface valuation blockers and get a tailored, deal-ready plan.
Everything you share is confidential.
Preparing your agency for an exit shouldn’t feel chaotic.
The Exit-Readiness Audit gives you clarity, focus, and a proven path forward—so you know exactly what to tackle and in what order.
With the right plan, you’ll strengthen valuation, reduce deal risk, and build a business that runs smoothly—with or without you.
Why owners invest in the Exit-Readiness Audit
Selling an agency is different from running one. Even high-performing agencies hit deal-killers during diligence—issues the owner didn’t see coming, but buyers definitely will.
The Exit-Readiness Audit helps you surface and resolve those risks now so you enter negotiations from a position of strength.
1. Reduce valuation risk
See the factors that trigger discounting or slow diligence.
2. Strengthen transferability
Make your agency easier to buy—and worth more.
3. Align leadership around succession
Know where your leadership structure will (or won’t) survive diligence.
4. Get acquirer-grade insight
Understand your agency the way a buyer will—before they use it as leverage.
Buyers find every hidden weakness. The Audit lets you find—and fix—them first.
During due diligence, buyers hunt for risks they can use to lower your valuation. The Exit-Readiness Audit helps you fix the issues most likely to trigger discounts or delays.
What we surface and strengthen:
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Owner dependence: where you’re a single-point-of-failure—and what to shift or systemize.
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Succession & transferability: whether your leadership bench and decision process survive diligence.
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Margin & revenue quality: profitability leaks, client-mix risks, and patterns that weaken valuation.
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Delivery scalability: operational friction or service-line risks buyers use to justify discounts.
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Forecast realism: whether your growth projections hold up—or fall apart under scrutiny.
The result: A stronger, more transferable, discount-resistant agency—and a clear plan to fix what matters most before buyers use your agency against you.
What the Audit includes
Here’s what you get in the 10-week Exit-Readiness Audit—clear insights, a defensible valuation story, and a practical plan to fix what buyers would otherwise use against you.
Exit-Readiness Briefing
How a buyer will judge your agency across leadership, finances, and operations—so you know exactly what strengthens or drags valuation.
Risk & Valuation Analysis
The issues buyers use to justify discounts—mapped and prioritized, before your acquirer ever spots them.
Value-Building Roadmap
A customized, practical plan to reduce deal risk, increase transferability, and strengthen enterprise value.
Succession & Transferability Check
A clear assessment of whether your agency can run without you—and what must change to make it more attractive and negotiable.
Pricing based on stakeholder involvement
Pricing is based on how many stakeholders are involved in exit-readiness planning. This ensures clarity, alignment, and a smooth path through your Audit and final roadmap.
Stakeholder Group
Who It’s For
Investment
1 Stakeholder
Solo owner
$10,000
2 Stakeholders
Two owners, or owner + CEO/COO/GM
$12,000
3 Stakeholders
1–2 owners + 1–2 execs
$15,000
4 Stakeholders
Multiple owners + execs
$20,000
5+ Stakeholders
Expanded leadership group
Custom Pricing
1 Stakeholder
$10,000
Solo owner
2 Stakeholders
$12,000
Two owners, or owner + exec
3 Stakeholders
$15,000
1–2 owners + 1–2 execs
4 Stakeholders
$20,000
Owners + execs
5 Stakeholders
Custom Pricing
Expanded leadership group
Not sure which tier applies? Contact us and we’ll point you to the right fit for your ownership and exit goals.
Client Success
“Karl helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)
“Karl shared the advice we needed to build a solid new foundation. And he gave us the confidence to make it all happen—and it’s paid off.”
–Ashley Quintana, Co-Founder, Bridges
“Karl doesn’t just hand you an answer—he helps you uncover the right solution. His process makes you grow in the way you think about your business.”
–Ryan Redding, CEO, Levergy (exited 2025)