THE EXIT AUDIT PROGRAM
Grow your valuation before you sell.
For free.
Exit Audit is our free monthly advisory program for owners of businesses with $1M+ in annual profit. We review your financials and KPIs through a buyer's lens, then show you what to improve before you sell.
No retainer. No exclusivity. No obligation to sell.
Morgan Tate, Managing Partner, on why Exit Audit is free.
See if you qualify for Exit Audit
Two quick steps. We take on a limited number of companies, and every step is confidential: you get an NDA before our first meeting.
Limited places each quarter
$250M+ in completed transactions
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200+ deals closed
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$2M–$50M revenue businesses
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$250M+ in completed transactions • 200+ deals closed • $2M–$50M revenue businesses •
We read your business the way a buyer will.
Buyers price risk. Each month we score the areas they check first, so you fix what costs you before it shows up in an offer.
- Your financials and KPIs, reviewed every month
- Scored against what buyers actually pay for
- A short list of fixes that move your valuation
Illustrative example. Your scorecard is built from your own numbers.
NO RETAINER · NO EXCLUSIVITY
What's the catch?
The review is free. When the time is right to sell and you choose us to run the sale, our fee is a percentage of the final sale price, paid on completion. Growing your valuation also grows our success fee: a win-win arrangement with skin in the game on both sides.
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We earn on the sale, not the advice
No sale, no fee. Terms are agreed in writing before any sale process starts.
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You never pay for the review
No retainer, no monthly fee, no exclusivity. Stay as long as it helps.
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You can leave any time
No fee to walk away. Just tell us, and we stop.
Before you apply
Who qualifies?
Owners of businesses with $1M+ in annual net profit, meaning profit before tax, interest and your own salary. If you are not there yet, we will tell you what would change that.
Will my staff or customers find out?
Not from us. Every step is confidential, and you get an NDA before our first meeting.
Who sees my financials?
Your Breakwater review team, under NDA. Nothing is shared with a buyer without your written consent.
Do I have to sell through you?
No. There is no exclusivity and no obligation to sell. If you choose us to run a sale later, the terms are agreed in writing before anything starts.
What does it cost when I sell?
Our fee is a percentage of the final sale price, paid on completion. No sale, no fee. The review itself is always free.
What happens if I leave?
Nothing. There is no fee to walk away. If you later sell to a buyer we introduced, our success fee applies for 24 months.
“When I first planned on selling my business, I thought I could do it without any support. But now that I have gone through the process, I was relieved to have the Breakwater team there to support me along the way. They certainly added value!”
75% of owners regret selling.
Sell your business without regret.
Start with a free, confidential review. Keep it to yourself until you are ready.
See if you qualify Limited places each quarterDisclaimer: The Exit Audit Program is an advisory review. It does not guarantee a sale, a buyer or a price. Indicative value ranges are not formal valuations and should not be relied on for tax, legal or lending decisions.
Your information: What you submit stays with Breakwater M&A. It is never shared with buyers without your written consent. You can unsubscribe at any time. See our Privacy Policy.
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