PlanTheExit

Straight talk. Real experience.

Practical guidance for owners who want options.

Plan the Exit helps owner-led businesses prepare before they need to sell — so you stay in control, protect what you’ve built and the people who built it with you, and create the freedom to choose what’s next.

  • Independent
  • Operator-focused
  • Built on experience
Jeremy Veatch in a dark denim jacket in front of a painted Phoenix mural, looking past the camera

I’ve seen this decision from every side.

Now I help owners plan the exit they actually want.

About Plan the Exit

Built by operators. For operators.

I’ve spent 15 years in banking and finance and 10 years in management consulting — and seen the inside of hundreds of businesses along the way. I know how much you’ve put into your company, and how personal the decision to sell (or not sell) can be.

Today I work directly with CEOs to grow their businesses, as a strategic advisor, investor, and board member. I spent years inside a Fortune 50 company scaling technology and people processes, then co-founded a boutique management consulting firm for growth-stage companies in North America — and exited that business myself in 2021. I’m currently the managing partner of a family investment fund and a partner with DVRGNT Ventures, drawn to projects that work to eliminate racial inequality, gender and sexual inequality, and income disparity.

Plan the Exit is independent. We don’t sell businesses, and we don’t work for buyers, brokers, or banks. We help you build value, protect what matters — including the people who built it with you — and keep your options open.

I spend much of my time in downtown Phoenix, Arizona, with my Med/Peds-trained wife, who I met in college while trying to get famous and record an album. We broke up the band by getting married — and now have two joyful daughters… who start playing Christmas music in October.

— Jeremy Veatch Founder, Plan the Exit

15 years
Banking & finance
10 years
Management consulting
Hundreds of businesses
Seen from the inside
Independent
We work for you — not buyers, brokers, or banks.

What we believe and how we work

What we believe

You deserve straight answers and practical guidance.

There’s no perfect time to sell, but there is a right time to prepare. We believe in clarity over hype, preparation over pressure, and options over one-way doors — for you and for the people who built the business with you.

Who this is for

Owner-led businesses in the $2M–$20M range.

Whether you’re thinking about selling in the next few years or just want to be ready, we help you build a stronger, more valuable business — one that isn’t built on you.

What a first conversation is like

A focused, confidential conversation — on your terms.

No pitch. No pressure. A practical discussion about your business, your goals, and what your options might look like. By email or phone — your choice.

What happens next

You leave with clarity and a plan.

You’ll get a personal recap and next-step recommendations. Whether we work together or not, you’ll have a clearer path forward.

Start a conversation

Let’s talk about your business.

Tell me a little about where you are. I’ll reach out personally — by email or phone, your choice. No automated sequences. No drip campaigns.

Your information is confidential and never shared.

No bots. No sequences. I read every one of these and respond within one business day.

Common questions

FAQ

What happens to my employees if I sell?

This is the first question we address, not the last. A well-prepared exit includes planning for your team’s continuity. In most well-structured sales — especially when the business has strong leadership and systems — employees are retained. Buyers want the team that built the business. The better prepared you are, the more control you have over those terms.

How do I know what my business is actually worth?

Most owners overestimate or underestimate — and both cost you. A real valuation looks at EBITDA, growth trajectory, customer concentration, owner dependence, and how transferable the business actually is. We start with an honest number, not a flattering one.

What if I’m not ready to sell?

Good. That’s actually the best time to do this work. Everything we do — reducing owner dependence, building systems, developing leadership — makes the business better to own right now. You don’t have to sell to benefit. Most of our clients start by saying “I’m not selling” and end up with a business they enjoy running again.

A PE firm called me. Should I take the meeting?

Maybe. But not before you know what you’re worth and what the business looks like through a buyer’s eyes. We can help you evaluate whether an offer is real, whether the timing is right, and what you’d need to do to get a significantly better outcome if you waited.

How is this different from other consultants?

We don’t hand you a binder and wish you luck. As an exit planning consultant, we build the strategic plan, help recruit and develop your team, systematize your operations, and stay in the room until it’s done. And we’ll tell you what you need to hear, not what you want to hear. If that approach makes you uncomfortable, we’re probably a good fit.

How far out should I be planning?

Ideally 3–5 years. The businesses that sell at the highest multiples are the ones that planned furthest ahead. But even 12–18 months of focused preparation can dramatically change your outcome.

Still have questions? We’re happy to help.

Email Us

Built for owner-led businesses across industries

  • Construction & Specialty Trades
  • Manufacturing
  • Professional Services
  • Healthcare Practices
  • Distribution & Wholesale
  • Technology & Software
  • Home Services