Exit Planning Strategy & Business Transitions

Most founders prepare for due diligence by tightening up their numbers. They clean up financials. Gather contracts and scrub the CRM. But there’s one area that gets overlooked again and again: marketing. Not because it’s unimportant—because it’s misunderstood.

In a high-stakes transition, investors and acquirers don’t just want to know how you generate leads. They want to know how well your marketing systems, brand, and messaging hold up under pressure. Will they survive without the founder? Ca…

Marketing is often viewed as a cost. It's something you fund when cash is available. Something that drives traffic, leads, or clicks—but rarely shows up on a balance sheet.

But here’s the truth: strategic marketing is one of the most misunderstood—and most undervalued—drivers of enterprise worth. In the room where valuation decisions happen, marketing isn’t about your latest campaign. It’s about what your marketing has built: a brand that commands attention, a reputation that builds trust, and …

Many founders focus on the numbers—revenue, headcount, tech stack. And yes, those matter. But what really shapes your company’s future value? It’s not just what’s in your spreadsheets. It’s what lives between the lines: 

Internal trust. Operational readiness. Leadership depth. Brand cohesion.

These are your intangible capitals—the unseen assets that show up loud and clear in due diligence. They shape everything from deal structure to valuation multiple. They don’t just support growth. They def…