Exit Planning

Exit planning: learning the metrics by which companies for sale are evaluated in order to prepare your own company for a premium valuation and a smooth due diligence process.

What is an Exit Planning Strategy?

(as defined by Richard Jackim, CoFounder of the Exit Planning Institute)

  • An exit plan strategy asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business.
  • It includes contingencies for illness, burnout, divorce, or death.
  • Its purpose is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner is able to accomplish all of his or her personal and financial goals in the process.

According to the Exit Planning Institute’s “2023 National State of Owner Readiness Report,” 68% of business owners indicated they had completed some degree of ‘formal education’ related to exiting their business.

Have YOU taken action yet to educate yourself regarding your future business exit?

At Birdseye Advisory Group, we want every owner we work with to sell their business at the highest possible valuation and for them to realize all of their personal, financial and business objectives upon exit.

We also know that the happiest owners after the sale of any business are those that planned their company sale well in advance.

Ask yourself:

  • Is your business ready to sell and will the multiple you receive meet your expectations?
  • Could you utilize the expertise of a certified exit planner and investment banker as you prepare your business to sell?
  • Are you ready to find a buyer for your business and reap the rewards of all of your years of hard work?
  • Are you considering acquiring a pet company but not sure how to execute on that plan?
  • Are you looking for exit planning and M&A experts with 50+ years of experience in the pet industry to help you plan for an exit in the near future?

Birdseye Advisory Group’s unique business experience and financial knowledge will help you achieve the results you desire. Reap the advantages of working with bright, passionate strategists who infuse working relationships with energy and fun.

We Offer a Business Exit Boot Camp to Prepare You for a Successful Exit


Business Exit Boot Camp

A Business Assessment with Basic Valuation

We will conduct both an internal and external review of your business and provide a valuation range. A Prioritized Action Plan will be provided detailing areas in your business that may need attention prior to going through a sale process or if a company is planning on seeking outside investment. Upon completing these assessments you will receive a Prioritized Action Plan to increase your business’ current range of value before pursuing a sale or investment. 

We recommend all businesses invest in a Business Exit Boot Camp 6-to-36 months before they plan to exit to ensure a smoother, less stressful sale process -- and to maximize the valuation you will receive at the time of sale. 

Our experience with BirdsEye Advisory Groups’ Boot Camp transformed the way we are strategizing for our future. Through the perspective and experience of Carol and Erin we were able to evaluate every detail of our P and L to ensure that all departments and aspects of our organization aligned with our future growth goals and strategy.  It allowed us the opportunity to implement changes that help our department leaders under understand the value their day to day role provides in our value and growth strategy. Personally, I think this type of exercise in utilizing the expertise of BirdsEye Advisory is a must for any executive team. I know it will help BioPet ensure that we operating at maximum efficiency for years to come.

J. Retinger

President, BioPet Labs

Every company that feels they are ready (or nearly ready) to move towards significant capital investment, acquisition or strategic merger should reach out to BirdsEye Advisory Group and partake in their Exit Planning Boot Camp. Like the name says, it’s an intense project, and I would recommend it even if you AREN’T considering an exit in the near future. Every stone of your company is turned over, examined and evaluated ~ essential in understanding the true health and readiness for scale or sale of your company.  The structure of the program makes it relatively easy to walk through every aspect thoroughly and thoughtfully. Erin and Carol helped us hone in on where we excelled, what still needed some refinement, and what holes were empty and needed to be filled.  The work they did with us, their thoughtful insights, and action plan recommendations have helped our team move to the next level faster than we would have been able to do on our own.

Tom Arnold & Lorien Clements

Pet Hub

Recent Transactions

To illustrate the the type of relationships BirdsEye builds with both buyers and sellers:  

After a recent transaction, the party on the OTHER SIDE OF THE TABLE sent Carol and Erin a gift certificate for three nights at one of the most exclusive spa resorts in the U.S.  That generous gesture is just one example of how much people like working with BirdsEye. BirdsEye does its best to make the process as fun and enjoyable for their clients as possible!

Our Services

The Country’s Only Investment Bank focusing exclusively on the pet industry.

Sell Side Advisory

We guide our clients through every step of the sale process, from strategic analysis to due diligence to customized marketing to negotiation and execution.

Buyer Advisory

We’re experienced in executing acquisition plans ranging from single-company purchases to multi-company buy-and-build strategies.

Exit Planning

We want every owner we work with to sell their business at the highest possible valuation and for them to realize all of their personal, financial and business objectives upon exit.