About Success Stories Contact

The 26-Week Owner’s Exit Playbook

A proven, 26-week path to a premium exit—clear steps, common pitfalls, and ready-to-use checklists.

Written by Mark Ross Roberts, FMVA, CBCA of Achieve Corporation.

Get the Playbook (Free PDF)

Simply enter your details below, and we will email the Free PDF directly to you

Exits reward preparation—not luck

The playbook shows how prepared sellers keep buyers competing, arrive diligence-ready and time the market—so value compounds before you sell. (See “Why This Guide Exists,” p.4–5.)

Inside the Playbook

Plan everything early:

Align shareholder goals, set a realistic valuation, build an exit-readiness roadmap. (Ch.2–3.)

Prepare DD like a pro:

Vendor DD, clean data room, QoE vs audit, and KPI fixes that lift multiples. (Ch.3–8.)

Negotiate with confidence:

Nail Heads of Terms, working-capital mechanics, warranties, escrow and earn-outs. (Ch.7–9.)

The guide breaks the process into a realistic 26-week relay from launch to completion when both sides are prepared and funding is approved (p.5).

Built for owners who want control and clarity 

  • First-time sellers who don’t want to learn on the job.

  • Repeat sellers who want a sharper, faster reprise. (p.4 “Why This Guide Exists”.)

  • Teams planning 12–36 months out to maximise price and reduce risk. (Ch.2–3.) 

Field-tested moves you can copy

  • Use Vendor DD as a weapon to surface issues on your terms. (Ch.3 p.9.)
  • Convert an IM + clean data room into faster, stronger offers. (Ch.5–6.)
  • Lock working-capital and exclusivity mechanics to block last-minute price chips. (Ch.7.)
  • Keep diligence parallel and tracked to maintain momentum. (Ch.8.)

Case points inside: A diligence phase closed in 38 days because Vendor DD and cyber fixes were handled up-front (Ch.8, p.17–18).

What you get when you download the 29-page PDF

  • Step-by-step chapters with checklists and “5 Key Points to Memorise.”
  • Mini-cases on valuation bridges, Heads of Terms, diligence, SPA and funds-flow. (See ToC pp.1–3; Ch.7–10.)
  • A 30-day starter plan: roadmap, desktop valuation, adviser quartet, Vendor DD, calendar block (Ch.13, p.27).

Meet the Author

Mark Ross Roberts, FMVA, CBCA—founder of Achieve Corporation and veteran of mid-market deals—has guided private owners, carve-outs and PE boards through premium exits. (See “Meet the Author,” p.4 and back page.)

Click Here To Read More

Get the Playbook. Set the Pace.

Download the free “26-Week Premium Exit Guide”—step-by-step checklist to prepare your business for a high-multiple sale.

Get the Playbook (Free PDF)

Simply enter your details below, and we will email the Free PDF directly to you