Real Stories. Real Results.

Every exit tells a story. These case studies highlight how business owners overcame valuation hurdles, streamlined operations, and maximized their sale price with the guidance of Business Sellers Playbook. See how our process has helped leaders in manufacturing, services, and beyond turn challenges into successful exits.

Susan L.

HVAC Services Provider - 
Ohio
Susan L., a 55-year-old owner of a family-owned HVAC services business in Ohio, had $3M revenue and $750K EBITDA. After 22 years, she planned to retire in 2 years but struggled with a 3x valuation (~$2.25M offer) due to messy financials, owner dependency, and seasonal client fluctuations typical in the Midwest. Susan feared tax hits would erode her proceeds, leaving her short for travel dreams and supporting her adult children.
Susan opted for the Exit Readiness Audit & Action Plan ($3,500 investment), receiving a detailed report and debrief call from Tim. The program pinpointed gaps in operations and taxes, providing actionable steps to clean books and implement lean processes over 6 weeks.
  • Before: Limited to a 3x multiple ($2.25M offer), facing $150K in taxes and $100K in fees, netting ~$2M.
  • After: Secured a 4x multiple ($3M sale) with streamlined operations and tax hacks, saving $200K in taxes and $50K in fees, netting $2.75M.
  • Net Gain: $750K more in proceeds.
  • ROI Calculation: [($750K gain – $3,500 investment) / $3,500] × 100 = ~21,300% (or 213x ROI).
  • Susan now enjoys European travels and peace of mind, knowing her legacy endures.

"BSP’s audit revealed $750K in hidden value—far beyond the $3,500 cost. It transformed my messy business into a 4x exit, securing my retirement without regrets!"

Susan L.

Mark T.

Oilfield Parts Manufacturer - 
Houston, TX
Mark T. owned a family-run oilfield parts manufacturing business in Houston, valued at $5M with $1M EBITDA. After 25 years, he was ready to retire but faced lowball 3x offers around $10M due to owner-dependent operations, outdated systems, and heavy reliance on two major clients in the energy sector. At 58, Mark worried about securing his family’s legacy and funding a comfortable retirement for his wife and grandkids.
Mark enrolled in the 6-Month Exit Accelerator program ($7,500 investment), where Tim Omoniyi, The Exit Architect, guided him through financial cleanup, lean operations systemization, and client diversification strategies. Weekly coaching calls focused on boosting EBITDA appeal and targeting private equity buyers in the Houston market.
  • Before: Stuck at a 3x multiple ($10M offer), with $200K potential tax hits and $150K in fees, netting ~$9.65M after costs.
  • After: Achieved a 4x multiple ($15M sale) by reducing client risk and modernizing operations, saving $300K in taxes and $100K in fees, netting $14.6M.
  • Net Gain: $4.95M more in proceeds.
  • ROI Calculation: [($4.95M gain – $7,500 investment) / $7,500] × 100 = ~65,900% (or 659x ROI).
  • Mark retired to Galveston, funding family vacations and college funds—turning his investment into life-changing wealth.

"Business Sellers Playbook uncovered $5M I didn't know was there. From a stressful 3x offer to a smooth 4x exit, it's the best $7,500 I ever spent—my family's future is set!"

Mark T.

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