Exit Planning Practice
Most exit planning prepares you for one way out. We prepare you for five.
Marren Advisory Partners is an exit planning practice built around the Options Map — a methodology that keeps third-party sale, ESOP, management buyout, family transition, and hold-and-grow all on the table until you choose. One accountable lead advisor. A buyer-grade documentation package. A business that can stand without you.
~70-80%
of businesses listed for sale never sell.
(Source: Exit Planning Institute, 2023)
~50%
of exits are forced by a 5-D event — death, disability, divorce, disagreement, distress.
(Source: Exit Planning Institute, 2023)
~5%
of owners have a dedicated transition team.
(Source: Exit Planning Institute, 2023)
Owners today know they should plan. The gap isn’t awareness — it’s orchestration and execution. No single advisor owns the cross-functional work of getting a business ready. We do.
The Differentiator
Single-path planning is a bet. The Options Map is a hedge.
At the diagnostic stage you receive a named Options Map report: each of the five pathways scored Feasible, Conditional, or Not Feasible against your specific business and goals, a recommended primary and secondary path, and an indicative valuation under each. Roughly 80% of the work that follows is pathway-neutral — so if circumstances change, you don’t start over.
80%
of the documentation built is pathway-neutral — financials, IP, operations, governance. Change your path without starting over.
- Five pathways scored at diagnostic
- Recommended primary and secondary path
- Indicative valuation under each path
- A report you keep regardless
How it works
01
Diagnostic
A structured assessment of the business and your goals. $2,500.
Your Options Map and an indicative valuation.
02
Build the Vault
Pathway-aware, buyer-grade documentation built with one lead advisor and a specialist bench.
A business that can stand without you.
03
Capstone
An external panel reviews the Vault and pressure-tests saleability.
Independent validation, calibrated to your buyer universe.
Three tracks. One outcome.
The track determines how value is delivered, not what is delivered.
Solo
1:1 advisory at your pace. Private engagement with your Quarterback and specialist bench.
Cohort
Peer-driven, 12-month engagement. Shared milestones with a cohort of peers
Hybrid
1:1 accountability plus a peer cohort. Both depth and momentum.
Who We Are
Community-rooted. Credentialed in delivery.
Marren Advisory Partners is LGBTQ+-led and open to every qualified owner. Community depth is a featured specialty; credentialed delivery is the standard for everyone. We are identity-agnostic in qualification and rigorous in delivery.
Proof
Credential
Certified Exit Planning Advisor (CEPA) — the professional credential for exit planning practitioners.
Specialist Bench
A coordinated bench of credentialed specialists across finance, M&A, legal, operations, and pricing — all coordinated by one accountable lead.
Capstone Panel
External validation matched to your revenue band and pathway. Saleability reviewed from outside our own walls.
Find out what your business is worth — and which paths are open to you.
Start with the readiness assessment, or book a diagnostic
