One Relationship. Full Lifecycle.
The Owner Exit Partnership covers the entire journey — from pre-exit value building through closing — under a single agreement, with no fees due until your business sells.
How It Works
PHASE 1 — Value Creation Advisory
Duration: Up to 12 months Cost: $0
EVAC, LLC enters before a transaction is contemplated. We systematically build the operational, financial, and narrative conditions that produce maximum exit velocity at the time of sale. No retainer, no hourly fee, no expense reimbursement.
PAUSE PERIOD — Optional
Duration: As needed Cost: $0
After Phase 1, owners may execute value-building initiatives on their own timeline without active advisor engagement. Our alignment to your outcome remains unchanged.
PHASE 2 — Transaction Execution
Duration: 3–6 months typical Cost: 5.0% success fee at close
When you're ready, EVAC, LLC runs or co-manages the sale process with the same rigor as a traditional investment bank — at a fraction of the cost and only paid at a successful closing.
What We Build in Phase 1
- Business valuation and gap analysis
- Financial statement normalization and EBITDA recast
- Value driver identification for your sector
- Customer concentration and revenue quality assessment
- Management depth and key-person dependency analysis
- Operational improvement roadmap
- Exit narrative development — the story buyers will pay for
- Preliminary valuation range and comparable transaction benchmarking
How We Run the Transaction
- Confidential Information Memorandum (CIM) — AI-drafted, senior-edited
- Buyer universe construction (strategic, PE, family office, search fund)
- Blind teaser and NDA management
- Management presentation preparation and coaching
- IOI and LOI solicitation, analysis, and negotiation support
- Due diligence coordination and data room management
- Quality of Earnings (QoE) preparation support
- Purchase price allocation and deal structure advisory
- Close coordination with your legal counsel
A Fee Structure Built Around Your Outcome
| EVAC, LLC Fee Component | Amount / Terms |
|---|---|
| Upfront Retainer | $0 |
| Monthly Advisory Fee | $0 |
| Phase 1 Expenses | $0 (no reimbursement during Phase 1) |
| Phase 2 Success Fee at Close | 5.0% of Transaction Value |
| Tail Fee — Years 1–3 post Phase 1 | 1.5% of Transaction Value (one-time, flat fee) |
| Tail Fee — After Year 3 | Expires; no fee obligation |
Expense Reimbursement (Tail Fee trigger only) Flat $15,000 at closing
The Phase 2 Success Fee and the Tail Fee are mutually exclusive. The Tail Fee applies only when the client completes a qualifying transaction during the Tail Period without engaging EVAC, LLC for Phase 2. Full terms in the Owner Exit Partnership engagement letter.
Ready to Learn More?
Every engagement starts with a confidential conversation to understand your business and your timeline.