Exit Strategies Group Inc.

What Exit Strategies Group Inc. does

Exit Strategies Group, Inc. is a privately-held, California-incorporated professional services firm founded in 2002 that provides sell-side M&A advisory, business valuation, buy-side acquisition search, and exit planning services for family-owned and closely-held businesses primarily in the $2 million to $50 million revenue range, with stated capacity for transactions up to $100 million. The firm operates as a traditional boutique investment bank/brokerage hybrid, with a team of fewer than ten advisors who hold professional credentials such as ASA, CBA, and MRICS and are described as former business owners and executives. Services are delivered through direct client engagement from offices in Northern California (Petaluma/San Francisco Bay Area) and Portland, Oregon, with deal sourcing supplemented by memberships in the Cornerstone International Alliance and the National Business Valuation Group, LLC consortium.

The firm's product set spans five core practice areas: seller representation for strategic sales, majority recapitalizations, and management buyouts; transaction advisory covering process management, confidentiality protection, and deal closing; buy-side acquisition sourcing for companies and private equity groups; independent business valuations for estate/gift tax, buy-sell agreements, ESOPs, litigation support, and corporate dissolutions; and exit/succession planning with emphasis on value-gap analysis and buyer-readiness. Pricing is not publicly disclosed; initial consultations are free and confidential, full valuations typically take three to four weeks, and deal economics follow standard sell-side success-fee and retainer structures common to small M&A boutiques. The firm holds a California DRE license (#01878920) and adheres to USPAP and IRS professional standards for valuation work.

The go-to-market motion is sales-led, relying on direct outreach to business owners, CFOs, attorneys, CPAs, and other intermediaries, supported by content marketing through the company blog, LinkedIn, Facebook, Twitter, and a monthly email newsletter. Over its 24-year history the firm has advised on 200+ M&A transactions, with notable disclosed deals spanning industrial automation (Teknikor, In-Position Technologies, Tek-Matic, Burns Controls, Airflotek/TES Clean Air), manufacturing (Ruland Manufacturing's acquisition of RoCom Couplings, Gasket Specialties' sale to Tipco Technologies), and property management (Starr Property Management). Customer concentration is low due to the transaction-based, non-recurring nature of engagements across a fragmented base of mid-market sellers.

Name

Exit Strategies Group Inc.

Legal name

Exit Strategies Group, Inc.

Website

https://exitstrategiesgroup.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Exit Strategies Group is a privately-held M&A advisory and business valuation firm founded in 2002, serving family-owned and closely-held U.S. businesses with $2M-$50M (up to $100M) in revenue through sell-side representation, independent valuations, buy-side acquisition search, and exit planning.

Ownership category

akta.pro rank

Product category

M&A Advisory and Business Valuation

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Buy-Side Search & Acquisition Advisory (FSAEAIAD), Succession & Exit Planning (Owner Exit Readiness) (FSAEAIAF), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Mergers acquisitions advisory
• Business valuation services
• Exit planning services
• Sell-side representation
• Business succession planning

Headquarters

HQ city

Petaluma

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. M&A Advisory Services: Fees for sell-side representation, buy-side services, and transaction advisory for business sales, majority recapitalizations, and management buyouts
2. Business Valuation Services: Fees for independent business valuations including estate and gift tax, buy-sell agreements, management buyouts, ESOPs, exit planning, corporate dissolutions, and litigation support

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Exit Strategies Group provides sell-side M&A advisory, transaction advisory, and buy-side acquisition search services for family and closely-held companies with up to $100 million in revenue. The firm also provides independent business valuations and buy-sell agreement consulting for estate and gift tax, ESOPs, exit planning, and litigation support purposes. Services are delivered by accredited former business owners and valuation experts.

Product overview

Exit Strategies Group, Inc. is a professional services firm offering a unified suite of M&A advisory, business valuation, and exit planning services for family and closely-held companies. The core offering consists of seller representation and sell-side M&A advisory (including transaction advisory and buy-side services), complemented by independent business valuation services and specialized buy-sell agreement consulting. The firm serves companies with up to $100 million in revenue and operates from offices in Northern California (San Francisco Bay Area) and Portland, Oregon.

Differentiator

Problem solved

Functional benefit

Products and services

• Seller Representation (Sell-Side M&A Advisory) End-to-end sell-side M&A advisory service for family and closely-held companies with up to $100 million in revenue, covering strategic sales, majority recapitalizations, and management buyouts. Exit Strategies manages the full sale process to optimize outcomes for business owners.
• Transaction Advisory Independent transaction advisory for sellers and buyers, including managing the sale process, protecting sensitive information, maintaining momentum, clearing obstacles, and closing deals.
• Buy-Side Acquisition Search Services Buy-side M&A advisory sourcing quality strategic bolt-on acquisitions for companies and private equity groups seeking to grow through acquisitions.
• Business Valuation Services Independent business valuations meeting the highest professional standards (USPAP, IRS) for estate and gift tax, buy-sell agreements, management buyouts, ESOPs, exit planning, corporate dissolutions, and litigation support. Used by owners, CFOs, boards, attorneys, CPAs, banks, courts, and trustees to make informed, defensible decisions.
• Exit Planning / Business Succession Planning Helps owners evaluate exit options, build company value, and position the business for a successful sale. Includes identifying value gaps, establishing value-building strategies, making the company more attractive to buyers, and minimizing taxes.
• Buy-Sell Agreement Services

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Cornerstone International AllianceminorOthersExit Strategies Group is a partner member of the Cornerstone International Alliance, a network of business brokerage and valuation firms serving clients internationally.
• National Business Valuation Group, LLCcoreStrategic or Co-development PartnerExit Strategies joined National Business Valuation Group, LLC - a consortium of independent business valuation and litigation support firms providing clients with highest quality professional expertise, technical database, industry, geographic and consulting expertise. Each office has senior appraisers with CBA or ASA professional designations.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• BGL (Brown Gibbons Lang & Company): Middle-market investment bank providing M&A advisory and valuation services across multiple verticals. Comparable in delivering sell-side advisory, business appraisals, and exit planning for owner-led businesses, though BGL typically operates at the higher end of Exit Strategies' $2-100M range.
• Woodbridge International: Global middle-market M&A advisory firm serving lower mid-market businesses. Comparable as a sell-side advisor to owner-led companies in similar revenue ranges, with an international reach analogous to Exit Strategies' Cornerstone alliance relationship.
• Murphy Business & Financial Corporation: Franchised business brokerage and valuation firm providing sell-side advisory, business appraisals, and exit planning to small and lower mid-market companies. Directly comparable in services, customer segment, and franchise-driven national footprint model.
• Houlihan Capital: Middle-market valuation and financial advisory firm providing business appraisals, fairness opinions, and transaction advisory. Comparable in the independent business valuation practice Exit Strategies emphasizes, particularly for estate/gift tax, ESOPs, and litigation support.
• Transworld Business Advisors: Global business brokerage and M&A franchise focused on lower mid-market transactions (typically $500K-$50M revenue). Directly comparable service mix (sell-side advisory, valuation, exit planning) and customer segment (closely-held businesses), with a franchise model that contrasts Exit Strategies' independent structure.
• Generational Equity: Large U.S. lower mid-market M&A advisory firm specializing in sell-side representation for companies typically in the $10-250M revenue range. Closely comparable in core offering (sell-side advisory, valuation, exit planning) and target customer (family/closely-held owners).
• Cornerstone Business Services: Member-driven international alliance of business brokerage and valuation firms, of which Exit Strategies is a partner. Comparable in service mix and customer profile; together with Exit Strategies' membership, represents a peer set of similarly-positioned mid-market advisory firms.
• Sunbelt Business Brokers: One of the largest business brokerage networks in North America, advising on lower mid-market business sales (mostly sub-$5M revenue, but extending upward). Comparable in core offering of sell-side representation and owner-exit advisory for closely-held businesses.

Emerging players

• Kris Kovacs / Kovacs CPA (M&A Advisory practice): Boutique advisory practice providing M&A and business valuation services to closely-held companies, often overlapping with Exit Strategies' customer profile in California. Comparable as a small specialty competitor focused on closely-held owner-exit work.

Broad incumbents

• Valuation Research Corporation: Large, globally diversified valuation advisory firm serving public and private companies, financial institutions, and law firms. Comparable in valuation services (including ESOPs, estate/gift tax, litigation support) but operates at significantly larger scale and broader scope than Exit Strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/StatzAl
• Facebookfacebook.com/alan.statz.1
• LinkedInlinkedin.com/company/exit-strategies-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Exit Strategies Group Inc.