G Squared Partners

Business Exit Planning Consultants

G-Squared Partners is your trusted Business Exit Planning Advisor, helping you maximize returns on the single biggest transaction of your life with expert guidance from a team that has led more than 50 successful M&A transactions.

4.9 Stars

Average Client Rating

On independent review site ClearlyRated, G-Squared Partners has a rating of 4.9 Stars with reviews from 50+ clients. 

87

Net Promoter Score

In our 2025 Client Survey, we achieved a NPS of 87: significantly higher than the accounting industry average of 39.

9 out of 10

Would Recommend G-Squared Partners

Nearly 9 out of 10 clients would recommend us to a friend or colleague.

Expert Guidance for a Successful Business Exit

Navigating the path to a successful business exit requires foresight, strategy, and expert guidance. Our team of experienced advisors brings a wealth of knowledge, strategic insight, and personalized attention to each engagement.

Whether you're considering a sale, merger, or succession, G-Squared Partners is here to guide you through the accounting and financial aspects of preparing for your exit, ensuring that you make informed decisions that maximize your financial returns.

 

Business Exit Planning Consulting Services: What to Expect

No two deals are the same. That’s why we provide a fully customizable range of sale readiness services, tailored to the needs of your business and transaction. 

Historical Financial Statement Clean-Up

Historical financial statement clean-up involves a thorough review and revision of your company's past financial records. We will meticulously comb through balance sheets, income statements, cash flow statements, and other financial documents to identify and correct inaccuracies, inconsistencies, or any entries that may not comply with applicable accounting standards. This can include adjusting for one-time expenses, rectifying misclassified assets or liabilities, and ensuring revenue recognition practices are in line with industry norms.

Work with Buyer’s Auditors

G-Squared Partners acts as a liaison, ensuring that these auditors have access to the necessary documents and insights to conduct their review efficiently. Our expertise in dealing with buyer’s auditors stems from our comprehensive understanding of what they look for, the common pitfalls in financial reporting, and how to present your financials in a transparent and compliant manner. We preemptively address potential queries and concerns, streamlining the audit process and minimizing any delays in the transaction.

Create Business Forecast

Our advisory services include the development of detailed, realistic business forecasts that reflect both the current market trends and the unique strengths of your company. Creating an accurate business forecast requires a deep understanding of your business's operational dynamics, industry trends, and potential growth opportunities. Our team collaborates closely with you to gather the necessary data and insights, employing sophisticated modeling techniques to project future revenues, expenses, and cash flows. These forecasts are tailored to highlight the strategic value of your business, showcasing its growth potential and resilience in the face of market uncertainties.

Assist with and Review a Memorandum

Our team of experts works closely with you to draft this crucial document, ensuring it accurately reflects the financial health, market position, unique value proposition, and future growth opportunities of your business. We meticulously review and refine each section, from financial summaries to strategic opportunities, making sure that the memorandum resonates with the target audience and adheres to the highest standards of professionalism and clarity.

Data Room Creation

Our team assists in the meticulous gathering, categorization, and digitization of essential documents, including financial records, legal contracts, operational data, and intellectual property documentation. We prioritize confidentiality and security, implementing robust access controls and encryption to protect sensitive information. By ensuring that your data room is comprehensive and well-structured, we help minimize queries and streamline the review process for potential buyers.

Lead Financial Due Diligence with Buyer

Our team takes the helm in orchestrating this intricate process, meticulously preparing all necessary financial documents and reports for review. We engage directly with the buyer's due diligence team, facilitating open lines of communication and providing detailed explanations and documentation for all financial aspects of your business. From historical financial statements to forecasts and projections, we ensure that every piece of financial data is accurately presented and backed by solid documentation.

Compile Required Schedules

This crucial step involves the detailed organization and preparation of all necessary financial schedules that support the underlying financial statements. Our team expertly gathers, analyzes, and assembles these schedules, which can range from detailed listings of assets and liabilities to schedules of revenue by product line or customer. Our approach ensures that each schedule is prepared with precision and aligns with relevant accounting standards, highlighting the thoroughness and accuracy of your financial records.

Waterfall Analysis

Our team conducts a comprehensive examination of the company's capital structure and existing agreements to model the distribution of sale proceeds accurately. This involves a detailed assessment of shareholder agreements, investment terms, and any other relevant financial arrangements that influence how proceeds are allocated among stakeholders.The Waterfall Analysis provides a clear, transparent breakdown of the financial outcomes for all parties involved, ensuring there are no surprises post-sale. It helps in setting realistic expectations and can be a vital tool in negotiations and decision-making leading up to the sale.

Liaise With Attorneys & Tax Advisors

Our extensive network includes seasoned corporate lawyers, tax advisors, and other vital professionals who are well-versed in the intricacies of business exits.We can help you identify the right experts and facilitate seamless communication and collaboration across your advisory team. This ensures that all legal and tax-related aspects of the exit strategy are meticulously planned and executed, minimizing potential risks and liabilities.

Sale Readiness Kit

Preparing to sell a business is an exciting time for any entrepreneur. But it is often stressful, even intrusive at times.

This sale readiness kit features assets hand-picked by our team of experts to help guide you through the sale of your business. Inside you'll find: 

  • Sell My Business Checklist [10 Steps to Prepare for a Sale]
  • Bid Matrix Worksheet to Compare Offers
  • Tax Implications of Selling a Business
  • and more!  

Get it now

Sale Readiness Kit
SellSide_header

A Tried-And-Tested Approach

Selling your business isn’t easy. It’s a stressful period full of uncertainty and distractions. 

Keep your focus on the day-to-day and work toward a life-changing financial outcome with the skills and guidance of G-Squared Partners’ experienced Sale Readiness team.

 

Strategic Advisory

Whether you’re retiring, joining forces with a competitor, or executing a planned exit strategy, we’ll help you create a plan that ensures you realize your financial goals.

Cash Flow Planning
finance team

Compiling Financial Information

Prepare for success by collating, organizing, and presenting all the financial information you need to display to potential buyers. Together, we’ll clean up your books, build a long-term forecast, and help you understand your options.

Navigating Financial Due Diligence

The due diligence process can be lengthy and intrusive. With your trusted advisors in your corner, you can keep your focus squarely on running the business, safe in the knowledge our advisors are making every effort to streamline the process.

Business-and-Financial-Resources

A "Go-To Firm for Outsourced CFO Services"

★★★★★

G-Squared Partners is our go-to firm for part-time CFO services. They provide value beyond the classic CFO responsibilities, including participating in strategy sessions, obtaining financing, identifying KPIs and getting significant transactions completed.

Osage Venture Partners

A "True Partner and Extension to our Team"

★★★★★

G-Squared is more than the outsourced financial services they provide to our organization. They continually work with us to align our strategic vision with the goals of the organization via deep industry expertise; a strong understanding of where markets are trending; and multifaceted experience in diverse industries. On more than one occasion, their forward-leaning guidance, as market conditions evolve, has avoided the pitfalls that have befallen our competitors. Partnership and results-driven outcomes are the cornerstones of our track record together.

David Stefanich, Founder/CEO

The only Firm to meet the Needs of Our Fast-Growing SaaS Company

★★★★★

After having tried multiple other service providers and platforms, G-Squared is the only firm that brings together the right combination of CFO, Accounting, and Bookkeeping services in a way that integrates naturally with my team and meets the needs of a fast-growing SaaS Company.

DataKwip, Inc.

They're a Member of Our Team

★★★★★

G Squared Partners has served as our CFO and accounting team for over 4 years. While the skill set and the professionals involved with our company have always been outstanding, what really stands out to me is their commitment to the company’s success. We don’t look at them as an outsourced service provider but as an integral member of the team. Just like we expect from any of our employees, they consistently do whatever it takes to complete a project on time regardless of the time pressures. When working with outside investors, due diligence exercises as well as general day-to-day managing the business, their efforts are a critical component of our success.

Powerlytics, Inc.

Schedule a Free 30 Minute Strategy Session

What to Expect:

  A high-level financial assessment of your business.
  Guidance on key financial challenges like cash flow, profitability, or scaling.
  Insights on how our Finance Team in a Box Solution can help you reach your goals. 
 

Ready to learn how we can help your business? Schedule your consultation today!

FAQs

Got a question about exit planning you didn't see answered on this page? Here are some frequently asked questions we hear about preparing your business for a sale. If you still don't see the information you're looking for, contact us now – we're happy to talk. 

 

What is a business exit plan?

A business exit plan is a strategic roadmap that prepares you to transition out of your business—whether through a sale, succession, or other exit strategy—while maximizing the value you receive and ensuring a smooth handoff.

Business exit planning goes beyond simply finding a buyer; it involves aligning your financials, operations, and goals to make your business more attractive, reduce risks, and position you for the best possible outcome. At G-Squared Partners, we help you build a customized exit plan that puts you in control of the process and prepares your business to thrive—whether you’re exiting next year or five years from now.

What is exit planning consulting?
Exit Planning Consulting helps business owners prepare for the eventual sale or transition of their business. At G-Squared Partners, we guide owners through financial, operational, and strategic planning to maximize business value and ensure a smooth exit.
When should I start planning my business exit?
Ideally, exit planning should begin 3–5 years before you intend to sell or transition your business. This allows time to identify opportunities to increase value, improve financial performance, and resolve any potential red flags. The more time you have to plan, the more opportunities you have available to you, which tends to lead to a better outcome. 
Does every business need an exit plan?
Yes. One day, every business transitions ownership; whether through a strategic sale, passing the torch down to the next generation, or an acquisition by a private equity firm. Even if you’re not planning to sell soon, an exit plan helps you build a stronger, more valuable business. It prepares you for future opportunities, reduces risk, and ensures you’re ready when the time comes.
What types of exit strategies do you help with?
We support a wide range of exit strategies, including third-party sales, private equity transactions, internal buyouts, and more. 
What are the key components of your exit planning process?
Before the transaction, our process typically includes readiness assessments, historical financial statements clean-up, creating forward-looking forecasts, and assisting with and reviewing the memorandum. During the due diligence phase, we’ll work with the buyer’s auditors, compile the required schedules, conduct a waterfall analysis if required, and coordinate with your legal, tax, and wealth advisors.
How do you help maximize the value of my business before a sale?
We work with you to improve profitability, strengthen financial reporting, reduce risk, and highlight key value drivers that buyers look for. Our outsourced CFO team also ensures your financials are buyer-ready. You can learn more about our process here: A Comprehensive Guide to Preparing Your Business for Sale
What if I’m not sure whether I want to sell yet?
That’s okay. Our goal is to help you build a more valuable, resilient business—whether you plan to exit in the near future or just want to keep your options open.
Do you work with my existing advisors?
Absolutely. We collaborate with your legal counsel, tax advisor, wealth manager, and M&A advisor to create a comprehensive, coordinated exit strategy. We’ll also work with the buyer’s advisors to help you navigate the due diligence process. 
What size businesses do you typically work with?
Most of our exit planning clients are privately held businesses with $5–50 million in annual revenue. However, we tailor our approach based on your specific goals and needs.
How is G-Squared Partners different from other exit planning consultants?
Unlike traditional consultants, we bring a hands-on financial perspective with outsourced CFO expertise. We don’t just create a plan—we work with you to implement it and improve the numbers buyers care about most.
How long does the exit planning process typically take?
It depends on your business’s readiness and goals. Some business owners work with us for several years leading up to a sale; others need focused support over a few months to prepare for an immediate transaction.
What are the first steps to get started?
We start with a discovery meeting to understand your goals, review your current financials, and assess your business’s readiness for the sale process. From there, we create a roadmap to help you prepare for a successful exit. Contact us today to get started.