EXIT PLANNING FOR SMALL BUSINESS OWNERS
Build a Business You Can Sell
We help small business owners build a valuable, transferable business, and exit when they're ready.
Confidential • No Obligation
The Reality of Transition
75%
OWNERS REGRET THEIR EXIT WITHIN A YEAR
80%
OF BUSINESSES PUT ON THE MARKET DON'T SELL
3-5
YEARS AVERAGE TIME TO PREPARE A BUSINESS FOR SALE
1
CHANCE TO GET IT RIGHT
The Risk vs.
The Navigator
THE TYPICAL EXIT
Building Without a Plan
Without a clear process, owners drift. Growth feels messy, the business depends entirely on you, and the value you've spent years building stays locked up and at risk.
Value left on the table
Burned out making every decision
A business no one can run without you
THE SMB NAVIGATOR ADVANTAGE
The Navigator Approach
We bring a structured, proven process that gives you clarity, direction, and accountability, so you build a business that's valuable, transferable, and ready when you are.
A clear picture of your real value
A structured, repeatable methodology
Steady progress you can measure
THE PRINCIPAL ADVISOR
Guidance from a Proven CFO
For over 30 years, Scott Leach has helped businesses grow, strengthen, and prepare for what's next. He served as CFO of a multi-billion-dollar division of a Fortune 500 company, then left corporate leadership to buy, grow, and successfully sell his own business. As a CPA, CEPA, and CVGA, he brings both financial expertise and real ownership experience to every engagement.
When you work with SMB Navigator, Scott is personally involved throughout your engagement, and you're supported by a dedicated team of financial and advisory professionals. It's the same owner-independence we help you build into your own business.
SCOTT LEACH - CPA, CEPA, CVGA
OUR PROCESS
The Value Growth Journey
Current Location
We start with an honest diagnostic of where your business stands today, including what it's worth right now. You can't plan a route until you know your starting point.
The Destination
We define where you're going. Your vision, your goals, and what a successful exit looks like for you personally and financially. This is your compass.
The Roadmap
We turn your vision into a clear, measurable plan, with forecasting, reporting, and the structure to get you there. This is where strategy becomes action.
Acceleration
We work alongside you in focused 90-day cycles with ongoing accountability, so you consistently build value over time
CLIENT CRITERIA
Who We Work Best With
We do our best work with founder-led small businesses that want to build real, lasting value. Being clear about that up front makes sure you get genuine value from a conversation with us.
Founder-led business, $500K to $5M in revenue
Wants clarity around financials and strategy
Serious about building long-term value
Open to guidance, structure, and accountability
What Business Owners Say
Results That Speak Volumes
FREE RESOURCE
Download the Blueprint
The Founder's Guide to Exit Planning
Discover the step-by-step methodology to build a valuable, transferable business, maximize your value, and exit on your own terms, when you're ready.
FREE RESOURCE
Do You Know How Much Your Business Is Worth?
Most business owners have never had a real answer to that question. Get a quick, free estimate of what your business is worth today, the same starting point we use with every new client.
Secure Your Legacy Today
Don't leave your life's work to chance. Partner with a proven CFO.
"We Meet You Where You're At."
An exit planning advisory firm helping small business owners build valuable, transferable businesses and exit on their own terms. Headquartered in North Texas. Serving clients nationwide.
Office & Contact
North Texas Headquarters:
13100 US HWY 287, Suite 134, Haslet, TX 76052
📧 [email protected]
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