About Exit Readiness Group
Judgment before urgency.
ERG was created around a simple premise: owners should understand the strengths, risks, and transferability of their business long before a buyer, successor, lender, or life event forces the question.
“The best time to prepare a company for transition is while the owner still has the freedom not to transact.”
Why ERG exists
Most transition advice begins after the clock has already started.
By the time a transaction becomes immediate, many of the most important readiness questions are no longer strategic questions. They are diligence issues, negotiating issues, or reasons for a buyer to discount risk.
Customer concentration. Owner dependence. Thin management. Weak financial reporting. Undocumented processes. Governance ambiguity. Family disagreement. A growth story that lives largely in the founder’s head.
These are not merely “exit problems.” They are business-quality problems. Addressed early, they can strengthen the company whether ownership eventually sells, holds, reorganizes ownership or operations, transitions to family, or simply steps back.
ERG works before a transaction becomes urgent. Our role is to create a disciplined view of readiness, identify where value and risk are concentrated, and help owners decide what deserves attention while there is still enough time to act.
Who built ERG
Built across banking, industry, finance, and private-company advisory.
Exit Readiness Group was developed by a founding group with experience across middle-market finance, investment banking, enterprise technology, industrial markets, commercial strategy, and private-company advisory.
That breadth is intentional. Business readiness is rarely a single-discipline problem. A company can have strong earnings and weak revenue quality, attractive growth and poor cash conversion, excellent operations and dangerous owner dependence, or a compelling market position constrained by governance, capital structure, or succession issues. That is why ERG was designed across disciplines rather than around a single professional lens.
ERG was designed to bring those perspectives into one common framework. The methodology turns collective experience into a structured system for evaluating how a business creates value, where risk is concentrated, how transferable the enterprise really is, and which strategic paths remain open to the owner.
Designed to work with the advisor team
The whole business first. Specialist execution second.
Major transitions touch accounting, tax, wealth planning, legal structure, financing, valuation, governance, operations, and transaction execution. ERG establishes the enterprise-level picture before those disciplines fragment the problem.
A practical place to begin
See the business the way a future owner or advisor will.
Start with the free assessment, explore the full ERG Diagnostic, or begin with a confidential conversation if the situation is already complex.