Exit planning turns years of hard work into generational wealth.
The Novyx Group is a CPA-led M&A advisory firm specializing in exit planning for business owners who want to sell on their terms, at any time, and for maximum value. Here is what the process looks like, step by step.
Business exit planning isn’t all about tomorrow’s sale. It’s about today’s revenue and performance.
Fix your business before you sell.
Exit planning starts with preparation. Financial and tax records are reconciled, and accounting systems are optimized. The result is unprecedented visibility over financial position, revenue and profitability trends, and cash flow.
Know what you’re worth.
Due diligence brings risk-averse buyers to the table and ties your asking price to numbers that are indisputable. Knowing what you're worth means you can make informed decisions for the future.
Turn a business plan into a life plan.
Once we have a business exit strategy in place, negotiations move quickly, the agreement is structured in your favor, and you close the deal with a plan to maximize your wealth into retirement and beyond.
Access our full guide to exit readiness for small business owners.
Let’s get specific about the exit planning services you’re looking for.
Exit planning includes accounting, bookkeeping, financial forecasting, and advisory services. Clients enjoy distinct advantages over small business owners who choose traditional firms.
- Filings are always current and compliant.
- Books are consistently clean and audit-ready.
- Financials accurately reflect the state of the business.
- Immediate readiness gives you the power to act when acquisition opportunities arise.
The Novyx Group is supported by an external network of specialists so that your exit plan is operationally, legally, and fiscally sound.
- Brokers join the team early to look for qualified buyers within your exit timeline.
- Lawyers ensure that every term you agree to is protected in writing.
- Wealth managers help plan for post-transaction liquidity so the proceeds of your sale grow in retirement and into generational wealth.
Get exit planning focused on continuous improvement.
Tax due diligence and compliance verification cover the lifespan of your business. With a proactive internal team and external partners, you can maintain an accurate business valuation and stay up to date with readiness assessments that are updated and optimized quarterly.
Frequently Asked Questions
What is business exit planning?
Business exit planning is the process of getting a company ready to sell at maximum value: clean books, current tax filings, a defensible valuation, and a deal structure that limits taxes. Done early, it means you can exit any day, on your terms, instead of scrambling when a buyer appears.
What are my business exit strategy options?
Most owners choose between a sale to an outside buyer, an internal succession to family or management, or a partial sale that provides liquidity while you keep a stake. The right option depends on your goals, your entity history, and your asset mix. We model each path in after-tax dollars so you can compare them honestly.
When should I start exit planning for my small business?
Years before you sell. Some of the most powerful tax strategies, like the Qualified Small Business Stock exclusion, must be in place up to five years before the sale date. Whether your exit is two, five, or ten years away, the right time to build an exit plan for a small business is now.
Do I need exit planning consultants or just a CPA?
Both. That’s what we offer, and much more. Exit planning consultants help shape strategy and calculate valuations, and lawyers, lenders, and wealth managers each handle part of the deal. A CPA-led M&A firm sits at the center of that team, coordinates the specialists, and keeps every decision grounded in the same financial reality: your numbers and your objectives.
How long does it take to sell a small business?
Preparation time depends on the state of your books, and due diligence alone typically runs thirty to ninety days. Sellers who arrive exit-ready close faster and keep their leverage. Sellers who start cleanup after a buyer appears lose time, trust, and often deal value.
It’s time to get serious about the future.
Whether you're in year five, ten, or twenty, you're here because you make good decisions. You started with a loan, a savings account, or nothing at all. You built it. Let’s turn it into lasting wealth.
