We Don't Just Plan—We Execute

Exit-Ready Solutions delivers the under-the-hood value creation work that increases valuation, reduces risk, and makes your business transferable.

Service Offerings


1. Exit Readiness Assessment (Diagnostic + Roadmap)

We evaluate your business across the core drivers that impact valuation, transferability, and deal risk. You'll receive a written Readiness Report with a score, a red/yellow/green breakdown, and a prioritized roadmap of specific fixes sequenced to improve profitability, reduce owner dependency, and eliminate deal-killers.


Who It's For:
Owners who want clarity on where they stand and what to fix first—without committing to a full engagement.

2. Value Creation (60–120 Days)

We implement the highest-impact improvements from your roadmap—processes, reporting cadence, operational controls, and targeted tech/automation. This is 'do the work' mode, not theory. We install the systems and drive adoption with your team.


Who It's For:
Owners who want measurable operational improvements fast—and are ready to implement change.

3. Systems + Automation Implementation (GHL/CRM + Workflow Buildout)

We install and configure the operating system for lead capture, follow-up, pipeline visibility, and accountability. The focus is simplifying execution and reducing human error and leakage. No more leads falling through cracks.


Who It's For:
Owners whose sales and marketing processes are leaking revenue and creating chaos.

4. KPI + Operating Cadence Buildout (Reporting + Rhythm)

We define the few KPIs that actually matter, implement tracking, and establish a weekly/monthly cadence that forces clarity. Buyers pay for predictability—this creates it. No more guessing; just clean data and disciplined decisions.


Who It's For:
Owners who lack visibility into what's really driving results—and want a scoreboard that matters.

5. Optimization Retainer (Ongoing)

For owners who want continuity, we stay involved to keep systems maintained, metrics reviewed, and improvements compounding. The goal is to keep your business Exit-Ready until you choose to exit—not let gains erode over time.


Who It's For:
Owners who want sustained improvement and accountability—not a one-time project.

6. ERS → OHA Graduation Readiness Support

ERS and Oxford Highland Advisors (OHA) work all client engagements as a team. When you become serious about a transaction, we coordinate the readiness items most likely to matter in diligence and transition you to OHA for exit transaction advisory and sell-side execution.


Who It's For:
Owners ready to explore a transaction within 6–18 months.

Not Sure Where to Start?

Take our free Exit-Ready Scorecard to see where you stand—and what to fix first.