Business Transition, Exit Readiness & Sale
Prepare the business.
Protect the value.
Exit on better terms.
We help you prepare the business for a stronger exit, improving financial quality, reducing owner dependence, strengthening systems, and increasing transferability. When you are ready to go to market, Vasana can also represent the sale where legally permitted.
The Hard Truth
Sellable and profitable are not the same thing.
Your business pays you, supports a team, and has carried you for years. So it comes as a shock when you go to sell it and realize: making good money and being worth buying are two completely different things.
The financials are unclear. The owner is the business, nothing runs without you. There are no documented systems, the customer concentration is too high, and the financial picture tells a story buyers can't trust. So the offers come in low, or they don't come in at all.
The good news: every one of those problems is fixable. With the right preparation, usually 6 to 18 months before you list, you can materially improve both the likelihood of a sale and the terms you command for it.
Two Commercial Paths
Prepare to sell, or sell now.
Exit readiness and business brokerage are two separate engagements with different pricing, scope, and legal boundaries. Most owners start with preparation. Some are already ready to list. Both paths are available.
Exit Readiness
For owners 6 to 36+ months from a sale.
Prepare the business to sell for the best terms. We diagnose what is limiting value, build a plan to close the gap, and work alongside you to improve financial quality, reduce owner dependence, and strengthen transferability.
- Business Performance & Value Review
- Advisory
- Transformation
Ready to Sell
For owners prepared to go to market now.
The brokerage engagement. We value, prepare, confidentially market, qualify buyers, and manage the sale through to closing, where Vasana is legally permitted to represent the transaction.
- Free confidential consultation
- $2,500 engagement fee at listing
- 10% success fee at closing
- Separate real-estate brokerage if applicable
Why Businesses Lose Value
The factors that quietly cap a sale.
Buyers and lenders evaluate risk. These are the areas where value most often gets lost before a business ever reaches the market.
Owner Dependence
If the business cannot run without you, it is not fully transferable. Buyers discount for that risk, or walk away entirely.
Weak Financial Quality
Unclear financials, unnormalized earnings, and commingled expenses make it impossible for a buyer (or their lender) to trust the numbers.
Customer Concentration
When a small number of customers drive most of the revenue, a single loss can collapse the deal, or the valuation.
Undocumented Systems
When knowledge lives in the owner's head, a new owner cannot operate confidently. That uncertainty becomes a price reduction.
Shallow Management Depth
A team that cannot make decisions or hold accountability without the owner signals fragility to every buyer.
Weak Value Drivers
Low recurring revenue, thin margins, or inconsistent profitability all reduce the multiple a buyer is willing to pay.
Track A — Prepare to Sell
The Exit Readiness Process
Review, plan, improve, reassess. The earlier you start, the more optionality you keep.
Complimentary Discovery Call
A confidential conversation about your business, your timeline, and your objectives. No pressure, no obligation.
Business Performance & Value Review
A paid diagnostic to understand current performance, value drivers, risks, owner dependence, and exit readiness. $3,500. If we determine your company is not an appropriate fit, your payment is refunded before substantive work begins.
Exit Readiness / Value Creation Plan
We map the gap between your current state and your desired exit position, and prioritize the work that will most improve marketability and value.
Advisory or Transformation
We work alongside you to execute the plan, improving financial quality, reducing owner dependence, strengthening systems, and building transferability. The engagement type depends on the scope of the work.
Reassessment of Sellability and Timing
We reassess where the business stands and advise on timing, pricing expectations, and whether to go to market now or continue building.
Track B — Sell Now
The Brokerage Process
Consult, engage, value, market, qualify, close. Sale representation is available where Vasana is legally permitted to represent the transaction.
Free Confidential Consultation
A confidential conversation about your business, your timeline, and the sale process. We explain the engagement structure, fees, and what to expect.
Brokerage Engagement
A $2,500 engagement fee begins the process, credited toward the success fee at closing. The engagement agreement defines scope, term, and the success fee.
Valuation & Preparation
We value the business, prepare the confidential brief and deal materials, and build the data room before a single buyer sees anything.
Confidential Marketing
We confidentially market the business to qualified strategic buyers, individuals, and private equity, managing outreach and interest directly.
Buyer Qualification
Every buyer signs an NDA and is qualified on financing, experience, and intent before receiving confidential information.
Negotiation, Diligence & Closing
We evaluate offers, structure the deal, and guide you through due diligence, negotiating on your behalf and driving the sale to closing.
Business sale services are not available in: AK, AZ, CA, CO, FL, GA, ID, IL, MI, MN, NE, NV, OR, SD, UT, WI, WY. Business advisory, transformation, and exit-preparation services are available nationwide. Business sale representation is available only where Vasana is legally permitted to provide those services.
Pricing
Clear starting points, no hidden fees.
Not every exit client takes the same path. You start where your business is.
Business Performance & Value Review
$3,500
A deep diagnostic across strategy, people, sales, operations, finance, and owner independence. Findings and a 90-day roadmap. If we determine your company is not an appropriate fit, your payment is refunded before substantive work begins.
Advisory
Starting at $5,000/mo
Ongoing guidance, problem-solving, and decision support for the owner and leadership team throughout the exit-readiness work. Pricing depends on complexity, scope, and level of involvement.
Transformation
Starting at $10,000/mo
Deeper, hands-on involvement to redesign and drive major change in the business before sale. Pricing depends on the scope and depth of the change being driven.
Business Sale Representation
Custom transaction engagement
Free consultation. $2,500 engagement fee at listing. 10% success fee at closing. Separate real-estate brokerage if applicable. See the Business Brokerage page for full details.
Remote-first. Most exit-readiness work is remote. On-site work is used selectively when it materially improves the outcome, such as leadership workshops or major planning sessions. Travel and related expenses are scoped separately.
Free Self-Assessments
Start with the one that fits your situation.
Each self-assessment maps to the work above. Pick the one that fits and get a real read on where you stand, emailed to you. No call required.
Exit Readiness Assessment
Find out if your business is ready to sell, and exactly where you'd lose value.
12 questions · results emailed to you
Sellability Score
Find the one thing most dragging down what a buyer would actually pay.
About 22 questions · results emailed to you
Every assessment is free, confidential, and sends your personalized results and next steps straight to your inbox.
Who This Is For
This is for you if…
You're thinking about retiring in the next few years and want to exit on your terms
You're ready to move on to the next thing and want a clean, profitable exit
You want to understand what must improve before going to market
You are willing to make changes before asking buyers to pay a premium
You want optionality, even if you are not ready to sell immediately
You've gotten lowball offers and know the business is worth more
You're worried the business is too dependent on you to ever close
You'd rather spend a year preparing than leave value on the table
Why Vasana
An operator who knows what buyers are actually looking for.
Christina brings more than 25 years of operating, accounting, real estate, and business advisory experience. She understands how buyers evaluate risk, where value gets lost inside a business, and what needs to improve before a company is ready for market.
Frequently Asked Questions