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Phoenix Exchange Corporation
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  • Home
  • Services
    • Exit Planning
    • Acquisitions
  • Our Approach
  • Contact Us
  • Get Started
  • Events
Phoenix Exchange Corporation
Home
Services
  • Exit Planning
  • Acquisitions
Our Approach
Contact Us
Get Started
Events
More
  • Home
  • Services
    • Exit Planning
    • Acquisitions
  • Our Approach
  • Contact Us
  • Get Started
  • Events
  • Home
  • Services
  • Our Approach
  • Contact Us
  • Get Started
  • Events

Services

Exit Planning

The Value of your Business

Development and Implementation Of Action Plans

Personal and Financial Analysis

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Starting your Exit Plan requires an understanding of your business's current value and state of readiness for a transfer. Our full assessment provides you with your business's Most Likely Selling Price, Attractiveness Score and Readiness Score. We'll give you the information you need to start building value in your business or planning for transition.

Personal and Financial Analysis

Development and Implementation Of Action Plans

Personal and Financial Analysis

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Our Personal and Financial assessments will identify areas that need to be addressed for a successful exit. We use the ValueMax program to document the alignment of your business, personal & financial goals to calculate the wealth gap for retirement. From here, we can improve your profit and values margin to resolve your wealth gap.

Development and Implementation Of Action Plans

Development and Implementation Of Action Plans

Development and Implementation Of Action Plans

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We'll create this roadmap for your business to reach desired objectives. After identifying personal, business, and financial goals, this concrete plan will detail steps needed to attain goals, time planning, tasks to complete, and measurements of success. This useful tool will communicate strategy for success. 

One-Page Exit Plan

Preparation of Confidential Information Memorandum

Development and Implementation Of Action Plans

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Our One Page Exit Plan is a visual that helps business owners understand the exit process and communicate to key stakeholders. It can provide a business's exit framework for months or even years of action.

Preparation for Due Diligence

Preparation of Confidential Information Memorandum

Preparation of Confidential Information Memorandum

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We prepare you for due diligence and guide you through the extensive learning curve. Our Business Readiness Assessment is one of the building blocks of identifying areas of the business that needs to be addressed in due diligence.  

Preparation of Confidential Information Memorandum

Preparation of Confidential Information Memorandum

Preparation of Confidential Information Memorandum

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We'll put your business in the best possible light to provide buyers framework for due diligence. It'll include an overview of key financials, product lines, a summary of historical projections, and a review of the company's operations and strategy.

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