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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)
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7 of 10 owners report being profoundly unhappy with their exit outcome *

* According to a Price Waterhouse study

Unhappy owners say they…

  • Were busy running their business and should have prepared sooner
  • Struggled to find trusted guidance and information
  • Made costly mistakes that could have been avoided

Here’s how it works.

1. Answer a handful of questions about you and your goals.

Each situation is unique.  Your information is safe and strictly confidential.

2. Get tailored insights and recommendations.

Get a business valuation range along with insights to maximize value.

3. Make progress one smart step at a time.

Know what to do and when to do it.  Your personalized roadmap gives you ongoing guidance and proprietary tools to keep the momentum.

Don’t you deserve an exit worthy of all you’ve put into your business?

We exist to empower every business owner to:

  • Explore exit paths.
  • Improve business value.
  • Make progress on your own terms.

Learn as you go.

Knowledge is power. We’ll recommend curated tools and resources at each step to help you become an exit pro.

Access the Trelus partner network.

It is important to work with experts you can trust. Our partner network is reserved for advisors who meet the Trelus standards and who have been vetted by other business owners.

Exit Navigation Platform™ pricing

FREE

The First Four Steps of your Exit Roadmap:

  • 1Getting Started
  • 2You and Your Goals
  • 3Your Company
  • 4Company Financials and Valuation Expectations

You’ll receive

  • 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

Free

STANDARD

The Complete Exit Roadmap:

  • 5Personal Goals, Preference and Priorities
  • 6Valuation and Value Drivers
  • 7Exploring Your Options
  • 8Preparing to Reach Your Goal
  • 9Your Exit Path (Custom to your Goal)
  • 10Transacting
  • 11Transitioning

You’ll receive

  • 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

PREMIUM

The Complete Exit Roadmap, plus:

  • +Hands-on Exit Navigation Guidance with a personal Trelus Success Manager

You’ll receive

  • 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.

$195 per month

Why Trelus?

It’s easy to follow.

There’s nothing easy about selling a business, but we’ve made sure that every step and task feels clear and achievable. And if you’re ever feeling stuck or confused, we’re here to help.

It’s comprehensive.

It’s not about just finding a buyer. Will your business even be ready to sell when it’s time? How will your employees be affected? What will you do next? There’s a lot to consider, and it’s all important.

It’s based on hundreds of exits.

Everything — from the roadmap to the recommendations — is based on exits from owners like you. Avoid their pitfalls and learn from their successes.

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What people are saying

The Trelus platform helped me manage my expectations and understand every step of the process, including the potential trade-offs of every decision. Having never sold a business, it was incredibly valuable.

Jim NooneyPresident, Nooney Controls

Trelus saved us valuable time and, no question, improved our outcome. The benefits, both financial and for peace-of-mind, far exceeded our expectations.

Ricardo PellafoneFounder and former CEO, Broadcat

Trelus is an invaluable resource. It gave me a proven process and credible connections I could trust. I made much better decisions than I would have on my own. I highly recommend Trelus to anyone considering selling their business and/or looking for a capital partner.

Jeff SpanbauerCEO, Relevate Health

Questions you might have

When should I consider starting in relation to my target exit date?

If you’re considering an exit any time within the next five years, you can get started. You might not even know if anyone would consider buying your business. That’s ok. Part of the process is to ensure a business is ready for sale. Wherever you are in your exit journey, we can help.

Is this for a specific type of business or industry?

No, Trelus works for any type of business and any type of owner. You might be at square one and not even sure if you want to sell. You might have made progress and know where you need support. No matter where you are right now, this step-by-step roadmap can help.

Does Trelus directly facilitate the sale of businesses?

No, Trelus isn’t a broker or a bank. We don’t push you to sell, and we don’t get a fee if you do. Trelus focuses on the process leading up to the sale, so you can make an informed decision. However, some partners in our curated network can help you cross the finish line.

What happens if I get stuck along the way?

You can always contact us to get connected with a Trelus Success Manager. We know this can be an overwhelming process, and we’re here to help.

How long does it take to complete the Exit Roadmap?

The time it takes really depends on you and your goals. The Exit Roadmap is designed for owners who are 1-5 years from their exit. Some owners will complete the Roadmap in 8-12 months. Some owners, with a longer exit time horizon, will go more slowly. The Exit Roadmap gives actionable insights to increase the value of your business and to help you plan, prepare and organize for this important goal. The time it takes is up to you. You are in control!

Get your tailored roadmap in minutes, and start your exit journey.

Provide some information about your company and your exit goals. Then we’ll give you a step-by-step roadmap that fits what you need.
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