Top Exit Strategy Planning Firms
4 agencies foundUpdated October 6, 2026
5.0
1 review
San Francisco, California1-10
We've re-invented modern PR & communications strategy to help you win in today's marketplace. To date we have launched 31 companies and brands into North America and advised on 15 liquidity events (12 M&A and 3 IPO), consistently aligning go-to-market strategy, corporate storytelling, and due diligence readiness to maximize outcomes for the founders and investors. Lauded by the Harvard Business Review and winner of multiple Webby Awards, we're trusted by PEs, loved by CEOs, and feared by competitors.
Digital MarketingManagement ConsultingStrategic ConsultingData Science & AnalyticsSaaS & Cloud SoftwareFintechCybersecurity10 ReviewsBased in USA
$250 - $250/hrMin. $25,000
$250 - $250/hrMin. $25,000
Transforming ordinary firms into extraordinary ones by leveraging strategy, leadership & transition optimization
WESTLAKE VILLAGE, California1996
We are consultants & trainers in strategy, leadership, finance & S.T.E.P. (Succession, Transition & Exit Planning). We teach firms how to use tools, leverage techniques & optimize the results for sustainable success. The resulting ROI equates to an investment in their success rather than a cost of doing business.
Management ConsultingStrategic ConsultingOperational ConsultingProfessional CoachingLegal ServicesAccounting & TaxManagement ConsultingEstablishedBased in USA
$400+/hrMin. $4,000
$400+/hrMin. $4,000
Frequently Asked Questions About Exit Strategy Planning
What is Exit Strategy Planning?
Exit Strategy Planning is a comprehensive consulting process that helps business owners prepare for and execute their departure from their company. This includes developing strategies for succession planning, mergers and acquisitions, IPOs, or other liquidity events while maximizing business value and minimizing tax implications.
How much does Exit Strategy Planning cost?
Exit Strategy Planning costs typically range from $25,000 to $150,000+ depending on company size, complexity, and scope of services. Most advisory firms offer coast-to-coast coverage and structure fees based on a combination of fixed retainers and success-based compensation tied to transaction value.
What should I look for in an Exit Strategy Planning provider?
Look for advisory firms with deep industry expertise, proven track records in your sector, and comprehensive service offerings including financial analysis, tax planning, and transaction management. The best consultancies combine leading-edge management consulting with genuine people-focused advisory relationships and corporate expertise.
