Business exit strategy consulting

Confidently prepare to sell your company for the right value with the right investment bank.

Receive Multiple Initial Valuations of Your Company

Prepare Your Company and Your Data For Sale

Get Competitive Proposals From Qualified Investment Banks

Patrick Doherty Consulting with Clients

There is so much that goes into selling your company

Identifying Your Company's Values
Preparing Your Team and Your Data
Making Informed Decisions That Will Help You Achieve Maximum Value

What's at risk when you move forward in selling your company and, you don't know what you don't know?

Not being prepared to understand your options
Hiring an investment bank that isn't designed to meet the needs of your business
Paying too much...and selling too low

Successful business owners shouldn't have to navigate this type of unfamiliar territory on their own.

Patrick Doherty of Entrepreneurial Exit System

We're Entrepreneurial Exit System

A Specialized Consulting Firm

We're on your side and will provide you with expert guidance to select the right investment bank at the most competitive price. Here's how we get you there.

1. Prepare and Gather Your Data

Feel confident from the very start by being educated about the process

We’ll help you compile all the relevant information investment banks will require.

You'll gain a clear understanding of what the process of a sale entails.

Have insight into the investment banks’ preparation and engagement, so you'll know who's working hard for you and your company.

2. Interview Top-tier investment banks to explore your options

Find the best fit for your company

We’ll bring you a targeted list of highly qualified investment banks. You will meet with the lead bankers and gain critical insights about the M&A market, the sale process, and your company's value.

During each meeting, the investment banks will share the important information you need to make the best decision.

We'll analyze each investment bank along the appropriate criteria and help you make the best decision as to which firm to hire.

3. Meet with the Top Contenders and Make Your Final Decision

Choose the best-fit investment bank for you at the best-negotiated price

We’ll review “report cards” on the presentations of each investment bank and help you chose your top two options.

We'll meet with the top two investment banks in person so they can present how they might align with your goals and maximize your value.

As you compare these two firms against each other, we'll help you decide who will represent your business to your best advantage.

Here's what you need to attract and find the best-fit investment bank at the best-negotiated price.

When you're ready to hire an investment bank and sell your company, you need a dedicated guide who will educate, prepare, and advise you every step of the way.

Experience from all sides of the business sale, as leader of an M&A investment bank and founder and operator of a successful private equity firm.


Access to a robust network of relationships to attract nationally and regionally competitive investment banks.


Commitment to education and preparedness so you feel empowered to make your best decision


Negotiation expertise to ensure you get the best opportunities at every stage of the sale

We understand how high the stakes are when it comes to selling your company. You've got one chance to get it right.

Entrepreneurial Exit System

There are so many factors to consider and we have the personal expertise in each area.

"Pat Doherty has better business judgment than almost anyone else I know. He has a rare combination of experience, expertise, judgment, and character that makes him in great demand as an advisor, board member, and deal-maker. If I start a company, Pat will be the first person I ask on the board."

Allen Hauge - Vistage

Best Practice Chair and Master Chair

"Your expertise in guiding us through the intricacies of the selling process was truly invaluable. Thanks to your expertise, insights and unparalleled support, we navigated the steps seamlessly, leading to a successful and smooth transaction."

James Taff

Owner Premier Security

"You have added more value to my vision than anyone by far, and you did it quickly. It is a pleasure to work with you."

Confidential Client A

"I am happy to recommend your services to any business owners who are considering their exit strategy. You have provided a well-organized systematic approach. Your guidance and ability to represent us in negotiation with the investment banks has allowed us to concentrate on continuing to run the business. In addition, your analytical support has kept us on track and focused."

Confidential Client B

5 Steps to Prepare for a Business Sale

Free Downloadable PDF

5 Steps to prepare for a business sale

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We're proud to have partnered with the best of the best clients

We've invested in companies that were acquired by:

Get the guidance you need to confidently make the best decisions for your company, stakeholders, and legacy.

When it comes to your company's business, you’re the expert. But when the time comes to sell, don’t make a misstep because of what you don’t (yet) know. Let's start with a conversation.

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Confidently prepare to sell your company for the right value with the right investment bank.