Generating Successful Owner Exits and Wealth Events

Studies indicate 250,000 middle market companies between $5M and $500M in revenue will attempt to execute an exit strategy by 2030.  

80% of these companies will be turned away by M&A advisors because they will not be “market-ready.”  Of those taken to market, 40% will fail to transact because the owners and their advisors will discover the company is not “sellable.”  This means only 12% of those 250,000 companies are likely to celebrate a successful sale.

Unfortunately, this is not the end of the story.  Of the 30,000 transactions that do close, half will require sellers to grant modifications or concessions.  In the end, only 6% of the original 250,000 middle market companies will ultimately deliver on the expectations of their owners and family members.

Are you ready to accelerate your organization's growth?

What about the other 94%?

What about the 235,000 companies that will not be “market ready” when they want to be; that will fail to transact when they want to; that will be required to grant concessions to ensure their deal does not fall through?

What about the hundreds of millions of dollars in potential wealth that will not be passed on to the next generation?  What about the years of sacrifice and investment that will be lost by business owners because their business is not ready for an exit when then are?

For most midmarket companies, 1-5 years of focused preparation can go a long way toward increasing shareholder value, decreasing transaction risk, and improving the likelihood of a successful exit and transfer of wealth.

Floriss works directly with M&A Advisors, Exit Planners and Valuation Experts to create and then execute Comprehensive Value Profiles for business owners who are committed to generating a successful exit and transfer of wealth.  

Working with the business owner’s advisory team, Floriss focuses on optimizing positive and negative value factors that are most impacted by the business’ (1) product-service offerings, (2) branding, (3) marketing, (4) sales, and (5) customer success teams, including but not limited to the following:

Product-Service Offerings:

  • Product-service strategy
  • Ideal markets and customers
  • High value regions and territories
  • Pricing and margin generation


  • Brand strategy and differentiation
  • Ideal buyers and buying cycles
  • Buyer awareness and interest (early vs. late)
  • Value proposition (ESP)


  • Marketing strategy and activation
  • Digital and traditional communication
  • Buyer desire and action (early vs. late)
  • Quality and conversion of opportunities


  • Sales strategy and execution
  • New customer acquisition
  • Buying centers and points of entry
  • Size and speed of conversion

Customer Success:

  • Customer success strategy
  • Delivery and distribution
  • Expansion and retention
  • Lifetime customer value

Are you ready to accelerate your organization’s growth?