Strong Advisors. Stronger Together.
Exit Equity partners with wealth advisors, CPAs, attorneys, and fractional CFOs to deliver M&A expertise to business owners ready to maximize value in a sale.
Why Top Advisors Partner With Us
Every top advisor needs a strong team of experts behind them. When your client is ready to sell — or even thinking about it five years out — the M&A process touches everything you already help them with: tax planning, estate planning, wealth management, legal structure, succession.
Exit Equity handles the sell-side process: business valuation, buyer outreach, negotiation, deal structure, and closing. You stay in the seat your client trusts. We do the work that doesn't fit your day job.
Time is the most valuable resource in any exit — which is why a business sale is best run with long-term planning, not as a fire sale. The earlier we're in the conversation, the better the outcome for your client and the longer your relationship with them extends.
“The earlier we're in the conversation, the better the outcome — for the client, and for the advisor who brought us in.”
Our Core Services
Business Valuations
NACVA-certified Valuation Analysts deliver bespoke 20–30 hour reports for exit planning, partner buy-outs, estate, divorce, and tax planning purposes.
Sell-Side Advisory
End-to-end M&A advisory for owners with $1M to $20M in EBITDA. Confidential process, disciplined timeline, and a buyer network that doesn't rely on public listing sites.
Free Advice Over Coffee
Have a client thinking about selling? Ping us. We'll talk through their situation, help you think through their options, and get them prepared for a successful exit when the time is right. No fee, no obligation.
How the Partnership Works
It's simple. You bring us into a conversation when one of your clients is exploring a sale. We help you and your client think through valuation, timing, deal structure, and the path to a successful exit. If they engage us, you stay involved as their trusted advisor throughout the transaction. We protect your relationship — we don't compete for it.
Let's Talk
The fastest way to start a partnership is a 30-minute call. We'll learn about your practice, your typical client profile, and the situations where Exit Equity could help.
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Past Clients & Industries Served
We've represented business owners across manufacturing, technology, B2B services, distribution, construction, professional services, food and beverage, and specialty industrials.
Common Questions
How do referral relationships work — do you pay a fee?
We don't pay traditional referral fees, but we protect your client relationship throughout the engagement. You stay involved in conversations, get visibility into the process, and continue to be your client's trusted advisor before, during, and after the sale.
What size business is a fit for Exit Equity?
Our sweet spot is owners with $1M to $20M in EBITDA, typically $5M to $50M in revenue. We work nationally, with offices in Seattle, Houston, and Bozeman.
How early should I bring you into a client conversation?
The earlier, the better — even five years before a planned sale. Most owners are not ready to transact when they first think they are. Early planning conversations meaningfully increase the eventual sale price.
Do you sign NDAs with referring advisors?
Yes. All client information shared in advisor conversations is protected by NDA. We handle every relationship with the discretion the situation requires.
What industries do you work in?
Manufacturing (aerospace, precision machining, plastics, building products), technology (SaaS, IT services, MSP), B2B services (HVAC, engineering, distribution), and adjacent verticals. If you have a client outside these areas, we likely still have relevant expertise — just reach out.
Who will I be working with at Exit Equity?
You'll work with our team-based approach — typically an intermediary, a valuation analyst, and project support. Most COI relationships start with Kara Gibson Brzytwa, Managing Principal, who oversees sell-side and valuation engagements.
Ready to Meet the Team?
Book a 30-minute intro call to learn how we partner with advisors like you. Or pour yourself a coffee — your favorite — and let's chat.
