* According to a Price Waterhouse study
Take Control of Your Exit Journey.
The Trelus platform equips and empowers owners to achieve their best possible exit.
Trelus gives you:
- An Easier Way (to plan and prepare)
- Step-by-Step Guidance (based on best practices of fellow owners)
- Control of the Process (be informed; make better decisions)
Here’s how it works.
Exit Navigation Platform™ pricing
The First Four Steps of your Exit Roadmap:
- Getting Started
- You and Your Goals
- Your Company
- Company Financials and Valuation Expectations
- Targeted insights and observations based on your business & goals
- Task recommendations to begin your journey
- A library of learning resources
- An initial Personal and Company Profile
The Complete Exit Roadmap:
- Personal Goals, Preference and Priorities
- Valuation and Value Drivers
- Exploring Your Options
- Preparing to Reach Your Goal
- Your Exit Path (Custom to your Goal)
- Targeted insights, observations for each section of the roadmap
- Assessments to guide your plans
- Task recommendations and task management
- Tailored learning resources based on what you need, when you need it. (Plus premium resources)
- Access to trusted advisors in our Strategic Partner Network
- An advanced Personal and Company Profile
- Market Valuation Insights from a leading private company transaction database
$95 per month
The Complete Exit Roadmap, plus:
- Hands-on Exit Navigation Guidance with a personal Trelus Success Manager
- Minimum of one scheduled call with your personal Success Manager per month.
- Hands-on guidance and coaching to keep you on track and focused on your goals and priorities.
- Access to sample documents based on your needs (e.g., sample term sheet, letter of intent, ownership table);
- Personal recommendations to advisors based on your needs.