Learn on Your Own
The book and the newsletter, at your own pace.
However you like to work, there is a place to start. Learn on your own with the book and the newsletter, get a clear picture of your business with a Business Value and Growth Plan, or work with a Certified Exit Factor Consultant through the Community, a Peer Groups cohort, or one-to-one.
Most owners do not need everything at once. They need the right next step. This page lays out every way to work with Exit Factor, from free resources to a dedicated consultant, so you can start where you are today and move up when the work calls for it. There is no wrong door and no penalty for starting small.
Business Exits Behind the Model
Industries Served
Local Office Markets
Ways to Work With Us
Some owners want to read the book and try a few tools before they talk to anyone. Others want a number they can trust and a plan to grow it. And some want a consultant in the room with them every step of the way. Exit Factor is built to meet all of them. Every option below teaches the same methodology and points toward the same goal, a business that is more profitable, more valuable, and ready to transition on your terms. You can start at the top of the ladder for free, start in the middle with a paid diagnostic, or go straight to a dedicated consultant.
The book and the newsletter, at your own pace.
A valuation and a growth plan scored across the five VORTEx phases.
Community, Peer Groups, or one-to-one Individual Consulting.
Here is every way to work with Exit Factor, from the free resources that introduce the methodology to a dedicated consultant embedded in your business. Most owners move up a rung or two over the years, and many start with a free consultation so we can recommend the right entry point.
Free
For Owners who want to understand the full methodology at their own pace before they spend anything.
What you get The complete Exit Factor methodology in book form, including the VORTEx Model and the tools that turn a business into a more valuable, more sellable asset.
For Owners who want practical value-building and exit-planning insights in their inbox, with no commitment.
What you get Regular strategies, tools, and stories drawn from the same methodology, written for owners who are building toward a future transition.
Paid Diagnostic
For Owners who want a precise picture of what their business is worth today and a clear plan to grow that value, whether or not they engage further.
What you get A valuation of your business and a growth plan scored across the five VORTEx phases, showing your baseline value, your projected value, and the specific gaps to close. Many owners use it as the baseline for whatever comes next.
Ongoing Engagement
For Owners who want to work the methodology at their own pace, with every tool and a group of fellow owners around them.
What you get A self-paced course library across the five VORTEx phases, every Exit Factor tool and template, the DIY Business Value Tool, a private community space inside the Exit Factor app, and a live monthly office hour led by a Certified Exit Factor Consultant.
For Established owners, roughly two to seven years from a transition, who want structure, accountability, and a small group of peers working alongside them.
What you get A twelve-month program in a small cohort of three to eight owners, one two-hour facilitated session a month across the VORTEx phases, dedicated presentation time on your own business at least twice per year, and access to the cohort directory. Available in person at local Exit Factor offices and virtually.
For Owners who want a dedicated consultant working directly on their business, not a course and not a group.
What you get One-to-one work with a Certified Exit Factor Consultant, from a quarterly business advisor to an embedded partner whose pay is tied to the results we produce. A custom plan built on the VORTEx Model, sized to your goals and pace.
Not sure which rung fits? Schedule a Free Consultation
Whatever rung you choose, the work follows the same five phases, known as the VORTEx Model. It is the framework behind more than 2,000 business sales. The book teaches it, the Business Valuation and Growth Plan scores you against it, and the Community, Peer Groups, and Individual Consulting all work it with you at different depths and paces.
Define your vision, your exit options, and the financial targets that connect today’s business to tomorrow’s transition. Core purpose: clarify the destination and reverse engineer the timeline.
Improve profitability and financial visibility through cleaner books, sharper margins, and a financial rhythm that surfaces issues early. Core purpose: increase EBITDA (earnings before interest, taxes, depreciation, and amortization) and the quality of the financial story.
Improve people, process, and technology management and efficiency, including systems and protection for automation and technology. Core purpose: make the business run without the owner.
Identify and implement growth strategies across customer expansion, product expansion, and acquisition growth. Core purpose: grow the top line and widen the value gap before exit.
Build the exit prep scorecard, line up the deal team, and prepare the business for a clean transition. Core purpose: protect value during the transaction and close on the owner’s terms.
Want the full methodology in book form? Read The Exit Factor by Jessica Fialkovich
No matter which rung you choose, the path in is the same. It starts with a conversation, not a contract.
Tell us about your business, your goals, and your timeline. There is no cost and no pressure.
A clear read on where you are and what to prioritize next.
For many owners this means a Business Valuation and Growth Plan, a clear picture of what the business is worth today and what would increase its value. It becomes the baseline for whatever you choose next.
A baseline value, a projected value, and the gaps to close.
Based on your goals, pace, and budget, we recommend a starting point, whether that is a free resource, the Community, a Peer Groups cohort, or Individual Consulting. We never push a higher tier than you need.
The right starting rung and a clear plan for how you will work with us.
You work the methodology at the level that fits, and you move up a rung whenever the work calls for more structure or more individual attention.
A more profitable, more valuable business, and a path that grows with you.
Exit Factor works with business owners of all sizes and across all industries. What our owners share is a desire to build a more valuable business and eventually transition it on their own terms. Most are anywhere from two to ten years from a transition, though exceptions are common.
If you are not sure where you land, the free consultation will sort it out quickly.
Diane is an excellent business mentor. She has provided me with ample insights and effective tools to help me grow and excel in my business. As I prepare for the future, I know that Diane’s support and expertise will guide me in the right direction.
Exit Factor has been a great partner as I prepare for a potential exit after 20 years in business. Todd’s expertise and professionalism have been incredibly helpful in guiding me through the process.
John’s expertise and strategic insights helped us optimize our operations and maximize our company’s value, positioning us to sell at top dollar.
You can work with Exit Factor at whatever level fits where you are. Start free with the book and the newsletter, get a clear baseline with a paid Business Valuation and Growth Plan, or work with a Certified Exit Factor Consultant through the self-paced Community membership, a facilitated Peer Groups cohort, or one-to-one Individual Consulting. Most owners begin with a free consultation, where Exit Factor learns about the business and recommends the right starting point. Every level teaches the same methodology, the VORTEx Model, so you can move up over time without starting over.
Exit Factor offers self-guided resources, a paid Business Value and Growth Plan, Community membership, facilitated Peer Groups, and one-to-one Individual Consulting.
Business consulting services help owners improve profitability, systems, leadership, growth, and value. Exit Factor delivers that work through Certified Exit Factor Consultants and the VORTEx Model™.
Exit planning services prepare a business and its owner for a future transition. Exit Factor connects valuation, value growth, owner independence, and transaction readiness in one repeatable process.
Most owners start with a free consultation. The short call identifies your stage and the most useful next step without requiring a purchase.
Yes. Each level follows the same methodology, so you can begin with a resource or diagnostic and add ongoing support as your needs change.
The book and newsletter are low-cost or free, the Business Value and Growth Plan is a one-time paid diagnostic, Community starts at $2,500 per year, and consulting engagements are scoped to the owner’s needs.
No. You can begin with the book or newsletter. A free consultation is available whenever you want help choosing the right next step.
Exit Factor is owned by the same group that operates the largest business brokerage network in the world. Our methodology is built on insights from more than 2,000 business exits across 75+ industries, distilled into the VORTEx Model that helps owners build companies that are more profitable, more valuable, and designed to give them options on their own timeline. Every paid engagement is delivered by a Certified Exit Factor Consultant, and with locations across 150+ U.S. markets and three international markets, a consultant is almost always within driving distance.
Want the full methodology in book form? Read The Exit Factor by Jessica Fialkovich
There is a way to work with Exit Factor for every owner and every stage, and there is no wrong place to begin. A free consultation is the fastest way to find the rung that fits, whether that is a free resource today or a dedicated consultant tomorrow. Bring your questions and a rough sense of your goals. We will handle the rest.