Exit Planning & M&A Readiness

Built to sell. Ready when you are.

Most owners spend 20 or 30 years building a company and a few months getting it ready to sell. Buyers can tell. Velinor Group prepares your business long before a broker or buyer shows up, so the price you are offered is the price you actually close at.

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$5T

in business value that could change hands as boomer owners retire by 2035

McKinsey Institute for Economic Mobility, 2026

8%

of business owners say their succession planning is at an advanced stage

JPMorgan Chase, 2026

47%

of broken deals in 2025 fell apart over due diligence findings

Axial Dead Deal Report, 2026

27%

of owners aged 55+ are unsure of their exit plan or expect to close instead of sell

Gallup, 2025

Sellable

You are more sellable than you think.

Many owners assume no one would buy their business. It is too small, too dependent on them, too niche, or the books are a mess. So they wait, and some simply close the doors.

Almost all of that is fixable. We find what a buyer will question, fix it before they see it, and build the story around what makes your company valuable.

Readiness

What we get ready.

Financials

Clean, accrual-basis books, normalized EBITDA with add-backs that hold up, working capital analysis, and a sell-side quality of earnings review, so nothing surprises the buyer.

Tax

Entity review, deal structure (asset vs. stock sale), state tax exposure, and planning to keep more of what you sell for.

Legal

Contracts, leases, IP, licenses, corporate records, and change-of-control clauses cleaned up. Litigation and compliance risks found early, not in diligence.

People & HR

Worker classification, handbooks, payroll and benefits compliance, key-employee retention, and an org chart that proves the business runs without you.

Operations

Documented processes, reduced customer concentration, and systems a new owner can take over on day one.

Your Story

A clear narrative of what you built and where it can go, ready for the broker's offering memorandum and the buyer meeting.

The Process

How it works.

01

Diagnose.

A confidential exit readiness review. What your business is worth today, what a buyer will question, and what it could be worth.

02

Clean up.

We fix the books, structure, contracts, and HR gaps. Usually 6 to 18 months, depending on where you start.

03

Package.

Organized data room, completed quality of earnings, financial model, and narrative. Your broker gets a business that is easy to take to market.

04

Stand behind it.

During diligence, our CFO, tax, legal, and HR specialists answer buyer questions directly. Issues get resolved in days and the deal keeps its momentum.

Our Role

Where we fit.

More than half of business owners plan to exit within the next five years (Raymond James, 2025). Most do not have a team ready for it. Velinor Group is that team.

We are not your broker. We are the team that makes your broker's job easy. They find buyers and run the process. We make sure everything holds up when buyers look under the hood.

Whether your exit is three years away or ten, the work that raises your price also makes the business better to own today.

Sources: McKinsey Institute for Economic Mobility, "The Great Ownership Transfer" (February 2026); JPMorgan Chase business owner succession survey (2026); Gallup (2025); Axial, Dead Deal Report: Unpacking 2025's Broken LOIs (January 2026); Raymond James, 2025 Business Owner Report. Figures are rounded. Velinor Group coordinates independently licensed professionals and does not act as a business broker or investment banker.