How We Work | White Oak Strategic Advisors

There are only 7 Steps to achieve the Freedom you've earned, are you ready to take the first one?

Don’t let the prospect of selling your business catch you off guard. By following our 7 Step Exit planning process you’ll create a well-executed exit strategy, which can mean the difference between a profitable sale and a missed opportunity. Our expert exit strategy advisors are dedicated to helping you maximize the value of your business when it’s time to sell.

Starting with an initial Exit Readiness Assessment, we will guide you through our process using the proven techniques of John Warrillow, author of “Built to Sell,” and “The Value Builder System™,” and John Jantsch, author of “Duct Tape Marketing.” We will provide you with mentorship and strategic guidance to business owners across various industries, focusing on overall strategy, marketing and sales, operations, finance, and more.

We believe in a collaborative and transparent approach to helping you achieve your business exit goals. Here’s a step-by-step breakdown of our process:

1. Take the Exit Readiness Assessment

We start by getting to know you and your business. Take the Exit Ready Assessment and receive a free report of your results. We’ll then reach out to schedule a strategy call with you.

2. Attend Your Strategy Call

In our strategy call, we’ll go over your Exit Readiness Report, and talk about your business goals and challenges. We’ll help you identify areas of opportunity and ways to become untethered from your business.

3. Take the Value Builder System™ Assessment and Develop a Customized Strategy

Next, you’ll take the in-depth Value Builder System™ Assessment. We’ll analyze your company from an acquirer’s perspective, uncovering its true worth and identifying major factors for growth.

4. Strategy First Blueprint

Based on your Value Builder System™ score, we’ll conduct thorough research on your business and then create a comprehensive strategic plan to grow or optimize your business in three key areas: Marketing, Operations, and Finance.

5. Implement the Plan with Our Exit Strategy Advisors

With your approval, over the course of 12-18 months, we can help you implement the plan with our expert exit strategy advisors. We offer expertise in marketing, operations, and finance, and can act as your CMO, COO, or CFO, providing hands-on support to oversee and execute the strategic plan for optimal results.

6. Track Progress and Measure Success

Throughout the engagement, we will closely monitor key metrics and KPIs to measure progress towards your goals. We will regularly review and adapt the strategy as needed to ensure we stay on track. Additionally, we focus on increasing your Value Builder System™ score, a key indicator of business sellability.

7. Achieve a Successful Exit

When the time is right, we will help you prepare your business for a smooth and profitable sale. We can leverage our network of business owners and advisors to connect you with the right opportunities and guide you through the exit process to maximize your return.

Ready to Exit on Your Own Terms?

You’ve built a successful business. Now, it’s time to reap the rewards. Our expert team can help you increase your company’s value without disrupting your daily operations.

Take the first step with our free Exit Readiness Assessment. Discover your business’s potential, understand its current market value, and learn actionable steps to boost its worth.