Discovery and valuation
We dig into your business, model a defensible valuation range, and identify the changes most likely to improve price and certainty before market.
what we do
Full-service exit advisory, end to end.
Hello Exit handles the work most founders should not have to learn from scratch: valuation, positioning, buyer outreach, offer negotiation, diligence, and escrow through closing.
Positioning
Hello Exit sits between DIY marketplaces and investment banks.
Private enough for founder-led companies, senior enough for serious transactions, and hands-on enough that the work does not get pushed back onto you.
Capability
DIY marketplaces
Hello Exit
Lower middle market banks
Best for businesses under $1M
Yes
Sometimes
No
Built for businesses $1M to $400M
No
Yes
Sometimes
Best for businesses $50M+
No
Yes
Yes
Founder operators on the team
No
Yes
Sometimes
Custom CIM and data room
No
Yes
Yes
Hands-on advisory
No
Yes
Yes
Multi-channel buyer outreach
Sometimes
Yes
Yes
Confidential / anonymous process
Sometimes
Yes
Yes
Free escrow at closing
No
Yes
No
Personal attention to your deal
No
Yes
Sometimes
Included
The artifacts and senior work behind a controlled process.
CIM and data room
We build the documents qualified buyers need: a clean CIM, a structured data room, and the financial summary that frames the deal.
Multi-channel buyer outreach
Strategic outreach, our internal database of vetted buyers, plus PE and family-office relationships, all sequenced to protect discretion and create leverage.
NDA and verification
Anonymous until vetted. Buyers sign NDAs and we verify credibility before they ever see your company name or financials.
Negotiation and offers
Every offer runs through our Offer Evaluation Matrix. We compare price, cash at close, earnout risk, escrow, and transition terms before you respond.
Diligence and closing
We coordinate diligence, legal, and escrow so you can focus on the transition. Closing escrow is on us through Escrow.Trade.
Fees
Aligned around a closed deal.
Our incentives are tied to your outcome: the better your closed deal, the better we do.
A monthly retainer set by trailing twelve-month revenue at signing: $15,000 for revenue over $25 million, $10,000 for $10 million to $25 million, and $5,000 under $10 million, credited to the success fee at closing. A success fee of 5% of the first $10 million of transaction value, 4% of the second $10 million, 3% of the third, 2% of the fourth, and 1% above $40 million. A minimum success fee of $150,000: the fee at closing is the greater of $150,000 or the ladder amount, with retainer payments crediting against either.