The 90-Day Exit Upgrade
Modernize the business before the transition becomes urgent.
The 90-Day Exit Upgrade is a focused implementation engagement for established businesses that need stronger systems, better reporting and less owner dependence.
The difference
Not another report that sits in a folder
Many consultants identify problems. The Exit Upgrade fixes them.
We begin by identifying the operational and digital weaknesses creating the greatest dependence, confusion or transfer risk. We then implement the highest-priority improvements over a structured 90-day engagement.
The exact scope depends on the business. Every engagement is built around practical implementation rather than generic recommendations.
The engagement
Four phases, thirteen weeks
Diagnose
We develop a clear picture of how the business currently operates and where future friction is most likely to occur.
Primary deliverable
The Buyer Friction Report
A prioritized assessment of the issues that could make the company harder to understand, operate, evaluate or transfer.
View a sample report →The diagnostic may include
- Owner and leadership interviews
- Owner-dependence analysis
- Customer journey review
- Technology and account inventory
- Website and digital-presence audit
- CRM and lead-management audit
- Analytics and reporting assessment
- Process-documentation review
- Digital asset ownership review
- Existing advisor recommendations
Organize
We establish structure around the company’s critical information, responsibilities and systems.
This may include
- Centralizing account ownership
- Organizing access and permissions
- Creating a technology inventory
- Mapping responsibilities
- Documenting core workflows
- Creating standard operating procedures
- Structuring internal knowledge
- Organizing operational documents
- Cleaning customer and lead data
Modernize
We upgrade the systems creating the greatest operational drag.
This may include
- Website rebuild or modernization
- CRM implementation
- Sales pipeline design
- Automated lead routing
- Lead-source attribution
- Call and form tracking
- Executive KPI dashboard
- Customer database cleanup
- Automated management reporting
- Review-generation systems
- Internal workflow automation
- AI-assisted knowledge tools
Transfer
New systems should not create a different kind of dependence. We conclude the engagement by ensuring the team understands what was created, who owns it and how it should be maintained.
This may include
- Team training
- System documentation
- Leadership handoff
- Responsibility assignment
- Vendor and account records
- Reporting routines
- Maintenance procedures
- Final readiness reassessment
Deliverables
What you leave with
Depending on the agreed scope, deliverables may include:
Engagement structure
Three ways to work together
Exit Upgrade Assessment
Starting at $2,500
A detailed diagnostic and prioritized implementation plan for businesses that need clarity before committing to a full transformation.
Core engagement
90-Day Exit Upgrade
Typically $20,000–$50,000
A customized implementation engagement focused on the systems with the greatest operational and transfer impact.
Business Independence Program
Starting at $2,500 / month
Ongoing support for businesses that need continued reporting, automation, documentation, CRM, website and operational-system management.
The Exit Upgrade Assessment fee is credited toward a 90-Day Exit Upgrade when implementation begins within 60 days. The diagnostic is the first phase of the work, not an additional expense.
Final pricing is based on company size, system complexity, implementation scope and the condition of the existing infrastructure.
Confidential by default
We treat discussions about ownership dependence, succession and potential transitions as confidential. NDAs are available before detailed operational information is shared.
Fit
Is this the right engagement?
A strong fit when
- +The company still relies heavily on the owner
- +A succession or sale is being considered within several years
- +Leadership lacks clear operational reporting
- +Important processes are undocumented
- +The website and technology have fallen behind the company
- +Marketing and sales activity are difficult to measure
- +Advisors have identified improvements that no one has implemented
- +The owner wants greater freedom even without an immediate exit
Not designed for
- —Startups
- —Solopreneurs
- —Distressed businesses seeking an immediate rescue
- —Owners who need to close a transaction within a few weeks
- —Businesses seeking only a low-cost website
- —Companies looking for legal, tax, brokerage or valuation services
Common questions
What owners ask before starting
Do I need to be actively selling my business?
No. Most improvements are more valuable when completed years before a transition becomes urgent. Many clients simply want a company that runs with less of their personal involvement.
Do you replace our existing software?
Not automatically. We first determine what should be retained, cleaned up, connected, replaced or documented. Working systems that the team already uses are usually kept and improved.
Will our team own the systems?
Yes. Accounts, documentation, data and operating systems are structured to belong to the business—not to the consultant or any individual employee.
Do you work with our existing broker, CPA or attorney?
Yes. The Exit Upgrade handles implementation and does not replace transaction, legal, accounting, valuation or financial advisors. Most engagements involve coordinating with them.
What happens after 90 days?
The work can be handed to your internal team, maintained by existing vendors, or supported through the Business Independence Program—whichever fits how the company operates.
Is the assessment fee credited toward implementation?
Yes. The Exit Upgrade Assessment fee is credited toward a 90-Day Exit Upgrade when implementation begins within 60 days.