Step-by-Step Exit Process
To make your exit journey as seamless as possible—and help ensure you receive the maximum reward for your hard work—Robin breaks the process into four phases. These phases range in length depending on your business and goals, and our findings.

1. Education
   Robin empowers you with the knowledge needed to move forward in confidence by discussing the ins and outs of exit planning, demystifying valuation basics and highlighting potential pitfalls, as well as answering any questions you may have.
   
   
2. Discovery
   Robin does a thorough “dive” into your business and conducts financial, legal and operational assessments. She also evaluates your personal financial plans to confirm your exit strategy supports future lifestyle goals.
   
   
3. Preparation
   Robin addresses any necessary issues uncovered during discovery. This can, and usually does, include working with a team of experts to refine your financials, improve operations and handle legal matters—all with the long-term strategy of optimizing your company’s value and preparing for potential buyers or investors.
   
   
4. Implementation
   When your company is positioned for a successful exit, Robin's team guides you through the marketing and negotiation stages. This includes attracting potential buyers, structuring NDAs and offering memorandums, and finalizing the sale or transition. She continues to work with you through the closing and beyond, helping you manage any post-sale transitions or follow-ups.

Remember, it’s never too soon to at least consider your exit. You deserve to take control of your financial destiny and Robin Edgar is ready to help you create an exit strategy that works for you, your family, business and team.