We help you explore all of your exit options and develop an exit strategy that achieves your personal vision.   Your strategy will include a roadmap to maximize your business value and be highly attractive to potential acquirers.  The roadmap also helps your acquirer to be successful after the transaction.  

Over the next 10 years there will be more businesses for sale than the market will bear.  Current research has shown 80% of companies below $50M do not sell.  With Cornerstone, you can overcome these odds and achieve the financial reward you have worked so hard to earn.


A well-designed and implemented exit plan is a powerful tool to manage your business.  Your exit plan will enable you to

  • Achieve your business goals and personal vision

  • Learn how to maximize the value of your company

  • Secure financial wealth for you and your family

  • Exit on your terms

  • Ensure your business legacy benefits others

  • Protect family harmony

  • Create growth opportunities for your employees

  • Minimize your tax obligations

  • Create options that enhance your personal freedom

Our Process

Our process begins by evaluating your current business from an acquirer perspective.  This not only includes a business valuation, but also outlining the strengths and weaknesses of your company based on your:

  • Leadership Team and Management Systems

  • Employees

  • Intellectual Capital

  • Strategic Relationships

  • Unique Value Proposition & Competitive Advantage

  • Marketing & Sales Strategy

  • Market Dynamics

After we complete this analysis we create a roadmap to take your company to the next level.  This roadmap will include action plans for you to implement as well as action plans for the acquirer.

With a roadmap in place, we then evaluate the most likely buyers (strategic versus non-strategic) and what the transaction will most likely look like (sales price, terms and deal structure).  

Once the roadmap is completed, we help you through implementation and the transaction.