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The Clever Playbook.

Guide · Surprising routes to a successful exit — minus the obstacles.

Cover of The Clever Playbook
Guide · Bestseller

A clear-eyed guide to exiting your company smoothly and on your terms.

Most founders start exit planning far too late — then master the process mid-negotiation. The Clever Playbook charts the surprising routes to a successful sale: timing the market, sizing up buyers, tidying the accounts and holding the team together.

Grounded in real transactions, with checklists your advisers will envy.

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What’s inside.

  1. Exit before you mustHow advance groundwork multiplies valuation.
  2. Sizing up the buyerWhat acquirers truly value — and quietly fear.
  3. The tidy-books sprintA 90-day plan that makes diligence uneventful.
  4. Calm negotiationLeverage, earn-outs and knowing when to walk.
  5. Beyond the wirePassing on a company your team still cherishes.

Who it’s for.

Founders and owners eyeing a sale within one to five years — and the leadership teams who will steer the company through diligence.

  • Deal checklists ready to hand to counsel.
  • Unnamed case studies from nine-figure exits.
  • Worksheets that accompany valuation prep.
9exit case studies
90day prep plan
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