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.
Thank you for your interest in understanding how prepared you are to exit your business.
Knowing where you stand is the first step toward a successful transition—one that protects your legacy, maximizes value, and supports your personal goals.
Take the quick, free Business Readiness Exit Index to get a clear picture of your current readiness and discover where to focus next.
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Dave Lokos, CEPA , CBEC
Founder & CEO
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.
Achieve a Rewarding and Seamless Transition
Business Succession Planning
Ensuring a seamless leadership transition that aligns with your company’s values and vision.
Exit Planning Strategy
Crafting an exit plan that prepares your business for sale or transition while optimizing value and minimizing risks.
Value Creation and Acceleration
Strategies to enhance the attractiveness of your business, increase its value, and position it for a successful exit.
