WAYS OF WORKING

Timing AND KEY Deliverables BY Growth Stage

We bring a psychology-based methodology to the world of M&A.

Our holistic approach to navigating buyer & seller motivations enhances company positioning and outcomes, while centering each founder’s unique values, pace, and big-picture priorities.

CLARITY + DIRECTION

A wooden desk with an open book, a coffee cup, a green desk lamp, and bookshelves. This is an inclusive, values based consulting firm providing exit strategy, business development, and M&A advisory for purpose-driven companies.

PHASE ONE: Company Vitality Index™

  • Comprehensive Discovery Workshop

  • Exit Readiness Assessment

  • CVI™ Results Analysis

  • Current Company Valuation

  • Profit + Value Gap

PHASE TWO: Action Plan

  • Exit Options + Timeline Analysis

  • Key Buyer Profiles

  • Data Room Buildout

  • ROI Matrix to Prioritize Actions

Build a Package
A woman business owner standing with a female Certified Exit Planning Advisor, sharing documents on paper and a tablet. They are analyzing the company's valuation to determine next steps for growing or selling the business.

GROW VALUE + EXIT

Modern conference room with dark walls, green chairs, a wooden table, large windows, green plants, and pendant lights hanging from the ceiling. This is collaborative, inclusive workplace for exit planning, business development, and women-led M&A.

90 DAY SPRINTS: Value Acceleration Methodology®

  • Action Plan Implementation Support

  • Company Scorecard

  • Monthly KPI Tracking

  • Leadership Team Guidance

  • Quarterly Realignment Workshop

GO TO MARKET: M&A Team Management

  • Advisory Team Alignment

  • Compelling Sales Materials

  • Qualifying Buyers

  • Interview Prep + Facilitation

  • Due Diligence and Legal Guidance

  • Post-Exit Planning and Transition

Get Started

Jade Partners provides exit planning and M&A advisory services for privately held businesses. The firm is not a registered broker-dealer or investment banker and does not provide securities brokerage services or take custody of investor funds/securities.

“I immediately appreciated Jade’s personal, founder-centered approach.

They helped me identify and execute my highest impact items that will drive the most value as I get ready to sell.

I couldn’t be more grateful that I found them when I did!” — Karen Locke, Owner
High-Proof Creative

Photo of Karen Locke, Owner High-Proof Creative; this is a client testimonial for Jade Partners

Contact Jade

  • exit planning can lead to 62% higher valuations and 43% more buyer inquiries

    —State of Owner Readiness™ National Report

  • 60% Higher close rate when working with a Certified Exit Planning Advisor

    —Exit Planning Institute®

  • 69% of business owners identify Exit Strategy on their priority list

    —State of Owner Readiness™ 2025 National Report

  • Over 50% of millennial and Gen Z owners say they want to exit their company within the next 5 years.

    —State of Owner Readiness™ 2025 National Report

  • Advisors who earn the CEPA® designation have the ability to holistically serve business owners' needs regardless of the timing of their exit.

    —Exit Planning Institute®