VITAL Exit helps you estimate your business’s value and identify what to improve before a sale. We assess your financial information and 23 business factors with you. We also use confidential employee feedback when available. Your report explains the findings and gives you priorities to address before you approach buyers.
Enter your email, and our team will contact you to discuss your business and the valuation process.
In its 2025 report, 65 percent of respondents said they would need the value of their business to support life after ownership. Only 13 percent had a formal exit plan.
Begin with an estimate of your business’s value. Then identify changes to your records, operations, and management team that could improve the business before you sell.
Source: State of Owner Readiness Generational 2025 National Report, Exit Planning Institute. Pages 36, 41 and 13.
A Montana manufacturer with $2.7 million in sales and 15 employees wanted to prepare for a sale. It paid twice the industry rate for what it bought. Sixty percent of its raw materials had expired. Its pricing calculations left out labor and overhead. For three years in a row, the company owed more than it owned.
The owner counted the full inventory, removed 441 obsolete products, and emptied three-quarters of the warehouse. The owner revised the pricing calculations to include labor and overhead and began using a production forecast. The team met each quarter to identify waste and review improvements. The owner and the managers completed our 20-week servant leadership program.
Within a year, net profit passed $1 million. For the first time in four years, the company owned more than it owed. What it owed fell from 106 percent of its assets to 54 percent.
The owner still plans to sell. Preparing for that sale now includes documenting financial results, developing managers, and addressing the remaining issues identified in the assessment.
A real Rich in Thought client. We changed the details to protect the company.
The sample report shows how we present an assessment. It uses a fictional company and demonstration figures.
A buyer will examine your financial records, customer agreements, employees, and operations. Missing information or problems that affect future profit can change the offer.
VITAL Exit helps you identify concerns before you begin the sale process. You receive an estimated business value, an explanation of the assessment, and priorities for improvement.
Begin preparing two or three years before you hope to sell. That gives you time to improve records, train managers, and demonstrate results. The work required depends on the condition of your business.
We work through the assessment with you and review the financial information provided. When your employees take part, their confidential feedback helps us compare your account of the business with the team’s experience.
Your report presents an estimated business value, the assessment findings, and recommended improvements. It can also illustrate possible proceeds after debt, fees, and other stated adjustments, before taxes.
We review the findings with you in a debrief session and discuss which improvements to address first.
VITAL Exit assesses 23 factors across six areas. We use the findings to identify concerns a buyer may examine and improvements you can make before a sale.
Rich in Thought helps leaders gain clarity, achieve focus, and master execution.
Rich Turner designed VITAL Exit to help owners assess business value and prepare for a sale. The assessment identifies work the owner can begin before approaching buyers.
Rich helps business owners plan, develop managers, and improve operations. His leadership experience includes the U.S. Marine Corps, Amazon operations, consulting, startups, and nonprofit ventures.

Enter your email, and our team will contact you to discuss your business and the valuation process.