At ExitWell, we are committed to helping business owners achieve a successful transition when exiting their companies.
Are you ready to exit your business?
ExitWell Mission
We guide small-to-midmarket business owners through the complexities of exit planning by increasing business value and aligning strategies with their personal and financial goals. Through personalized, value-driven approaches that integrate exit planning, leadership coaching, team collaboration, and business value acceleration, we ensure a successful and fulfilling transition for business owners.
We specialize in
Business Succession Planning
Ensuring a seamless leadership transition that aligns with your company’s values and vision.
Exit Planning Strategy
Crafting a comprehensive exit plan that prepares your business for sale or transition while optimizing value and minimizing risks.
Value Creation and Acceleration
Implementing strategies to enhance the attractiveness of your business, increase its value, and position it for a successful exit.
70-90%
of most business owners’ wealth is tied up in their business.
1 of 3
of business owners are unfamiliar with all their exit options.
58%
of business owners lack a formal or written transition plan.
70-80%
of lower-to-mid market businesses that attempt to sell ultimately fail to complete the transaction.
The Difference We Make
We’ve walked in your shoes
We are not just advisors; we are former business owners and CEOs who have personally navigated both the triumphs and challenges of exiting a business. Our firsthand experience gives us unique insights and understanding that go beyond theoretical knowledge.
Holistic and proven strategies tailored to your goals
We leverage state-of-the-art, proven models and techniques to assess your personal, financial, and business readiness and attractiveness. Our approach is grounded in data and best practices, ensuring that your exit plan is comprehensive, strategic, and tailored to your unique situation.
We Care Deeply About Your Success
Your success is our priority. Just as we strive to plan well and exit strong in our own ventures, we are fully committed to helping you do the same. Our passion and dedication mean that we work with you as true partners, invested in achieving the best possible outcome for you and your business.
ExitWell Services
Complimentary Assessments
Each assessment only takes about 10 minutes.
How ready are you to exit your business?
Secure your post-exit future. Align your personal financial goals with your business exit strategy through our Personal Exit Planning Assessment. We focus on ensuring your personal finances are robust and well-planned as you transition from business ownership.
How healthy is your business?
Unlock your business’s full potential. Evaluate the vitality of your business with our detailed Health Check for Existing Businesses. Gain insights into your operational efficiency, financial stability, and market competitiveness to ensure sustainable growth and resilience.
About ExitWell
At ExitWell, we are dedicated to helping business owners achieve a successful and fulfilling transition when it comes time to exit their companies.
Hi, I’m Dave Lokos, and after more than 30 years of building and leading businesses, I’ve experienced firsthand the challenges of selling a company—both in distress and in success. My journey through these exits ignited a passion to help others avoid the pitfalls I faced and to ensure they grow the value of their business while aligning their strategies with personal and financial goals.
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I understand the emotional and financial complexities involved in exiting a business. A strong exit strategy isn’t just about the final transaction—it’s about smart business strategy from the beginning. With careful planning, business owners can create lasting value and ensure a smooth, rewarding transition.
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We’ve been there ourselves and are committed to guiding you through the complexities of exit planning with a focus on optimal value and securing your legacy. At ExitWell, we help you Plan Well and Exit Strong.