FAQs
FAQsFrequently Asked Questions
Have questions about our services, process, or how we work? We’ve gathered answers to the questions we hear most often. Don’t see yours here — reach out and we’ll be happy to help.
Equity Strategies Group helps the owners of privately-held businesses plan for and implement a successful exit strategy. For most business owners, this is a once-in-a-lifetime event and one of the most important decisions they will ever make. Our goal is to make sure that business owners navigate the terrain successfully by helping them understand their Exit options and preparing them for the process.
The timeline varies depending on the complexity of the business, market conditions, and the owner’s personal goals. Typically, a well-executed exit plan takes 12 to 36 months from initial discovery to close. Early preparation significantly increases both value and outcome certainty.
A Marketability Assessment is a complimentary analysis we provide to help business owners understand their approximate Business Valuation range, identify key value drivers, and uncover opportunities to enhance their business’s attractiveness to buyers before entering the market.
Not at all. In fact, the earlier you begin exit planning, the better positioned you will be. We work with business owners at every stage — from those who are 5–10 years out to those who are actively ready to transact. Early engagement gives us more time to maximize your outcome.
We specialize in working with owners of privately-held businesses across a broad range of industries and revenue sizes. Our team has deep experience advising owners, financial advisors, and multi-generational family businesses through every stage of exit planning and wealth transition.
Our fee structure depends on the scope of services engaged. The initial Marketability Assessment is complimentary. For advisory, transaction, and wealth management services, we’ll provide a clear fee disclosure at the start of our engagement. Please schedule a consultation to learn more.
The first step is a complimentary conversation. Use the “Schedule a Call” button anywhere on this site to book time with our team. We’ll learn about your business and goals, walk you through our process, and help you determine if we’re the right fit for your needs.
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