ExitWell Mission
We work with small-to-midmarket business owners who want more from their business: more value, more freedom, and more options. Through exit planning, business operating system implementation, and fractional integration, we help owners build companies that run well, scale without them, and attract top-dollar buyers when the time is right. Whether your exit is years away or sooner than expected, the work we do together creates lasting value and puts you in control of your future.
We specialize in
Business Operating System Implmentation
Run your business on a proven operating system. We help your leadership team build the structure, disciplines, and rhythms to execute consistently, so your company grows stronger and becomes less dependent on you.
Exit Planning Strategy
Craft a personalized roadmap to maximize your company's value and prepare for a future sale or transition, whether that's in 2 years or 10. We align your business strategy with your personal and financial goals so you exit on your terms.
Fractional
Integration
Get experienced, hands-on operational leadership without the full-time cost. As your Fractional Integrator, we step in to align your team, streamline your operations, and drive execution, freeing you to focus on what only you can do.
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 Built, Grown, and Sold. More Than Once.
We're not just advisors. We're former business owners and entrepreneurs who have founded, scaled, and successfully exited multiple companies, including the recent sale of SnailWorks. We know what it takes to build a business worth buying, and we know the mistakes that cost owners value at the finish line. That firsthand experience is what we bring to every client engagement.
A Holistic Approach, From Operations to Exit
Most advisors focus on the transaction. We focus on the whole picture: your business operations, your leadership team, your personal financial goals, and your legacy. Using proven frameworks including structured operating systems and the Value Acceleration Methodology, we help you build a business that's strong from the inside out.
Our goal: Your freedom
Freedom looks different for every owner. For some, it's having a business that runs without them. For others, it's selling for top value and starting the next chapter. Whatever freedom means to you, we're committed to helping you get there, as true partners, not just consultants.
ExitWell Services
Complimentary Assessments
Each assessment only takes about 10 minutes.
Is your business ready for an exit?
Plan your exit with confidence. Prepare for a successful business transition with our Business Exit Planning Assessment. We'll help you evaluate your readiness for exit, optimize your business value, and strategize the best exit options.
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, a 3x entrepreneur, Certified Exit Planning Advisor (CEPA), and Certified Executive Coach. After 30+ years of building companies from the ground up and navigating three successful exits, including my recent sale of SnailWorks, I launched ExitWell to help other business owners do what I did: build something valuable, run it well, and exit strong. My focus is on creating freedom, whether you want to keep your company or sell it for top value.