Exit Marketing Toolkit
The 4 Tools Buyers Use to Evaluate Your Marketing (Before You Even Know They're Looking)
Most business owners discover their marketing is a liability during due diligence. By then it is too late to fix. This toolkit lets you see what buyers see, fix the gaps, and document everything they will ask for.
What's inside
5 tools. One toolkit. Everything a buyer will ask for.
Each tool maps to a specific question buyers and brokers ask during due diligence. Fill them in now and you will never be caught unprepared.
Digital Asset Inventory
Google SheetMaps every marketing asset your business owns: domain, hosting, email platform, CRM, ad accounts, social profiles, analytics. Columns for asset name, owner, credentials location, and transfer status. When a buyer asks "where is everything?" you hand them this.
Marketing SOP Templates
Google Doc (3 templates)Three fill-in-the-blank templates: customer acquisition playbook, monthly marketing checklist, and vendor/tool roster. Buyers pay more for businesses that run without the owner. These SOPs prove yours does.
Channel Diversification Tracker
Google SheetLog your traffic sources quarterly. The sheet auto-calculates concentration risk and generates a visual chart showing dependency over time. If 80% of your leads come from one source, buyers see fragility. This tool helps you fix that before they look.
Email List Valuation Calculator
Google SheetInput your subscriber count, open rate, click rate, and revenue per email. The calculator outputs your estimated list value using the $1/subscriber/year baseline that brokers reference. Most owners undervalue their list by 40% or more.
Video Walkthrough with Sep
Video (10 min)Sep walks through each tool, explains why buyers care about each data point, and shows filled examples from real businesses. Not theory. You watch, you fill in the blanks, you are done.
The reality
Most businesses are not ready for a buyer. These numbers show why.
80%
Never sell
Of businesses that go to market, 4 out of 5 never close a deal. The number one reason: the owner cannot prove the business runs without them.
2-3x
Faster with documentation
Businesses with documented processes and transferable systems sell 2 to 3 times faster than those where everything lives in the owner's head.
3-4x vs 7-8x
Multiple gap
Owner-dependent businesses sell for 3 to 4x earnings. Businesses with systems and documentation sell for 7 to 8x. Same revenue, double the sale price.
$10 trillion in business assets are transferring this decade.
Baby boomers are retiring. Private equity is buying. And most small businesses have zero documentation of their marketing infrastructure. The owners who prepare now will set the terms. Everyone else will take whatever offer they can get.
The math
What a business broker charges for a marketing infrastructure review
What our done-for-you audit costs (still available)
What you pay for the same tools, ready to fill in yourself
What $17 gets you:
- ✓Digital Asset Inventory (Google Sheet)
- ✓3 Marketing SOP Templates (Google Doc)
- ✓Channel Diversification Tracker (Google Sheet)
- ✓Email List Valuation Calculator (Google Sheet)
- ✓10-minute video walkthrough with Sep
- ✓Instant access, keep forever
Who this is for
Three types of people buy this toolkit.
Owners thinking about selling in 1 to 5 years
You know a sale is coming. Maybe not this year, maybe not next. But you want to start building the documentation now so you are not scrambling when a buyer shows up. This toolkit gives you the structure to start today and update quarterly.
Owners who want to know where they stand
You are not sure if your marketing helps or hurts your valuation. The asset inventory and channel tracker give you an honest picture. The email calculator tells you exactly what one asset is worth. No guessing, just data.
Brokers who want a tool for their sellers
You advise business owners on exit preparation. These tools give your clients a structured way to document their marketing infrastructure before it becomes a due diligence problem. Hand them the toolkit and let them fill it in.
A buyer could reach out tomorrow. Would your marketing pass the test?
Most owners find out their marketing is a mess during due diligence. By then the buyer has already adjusted their offer downward. $17 now saves you tens of thousands later.
Get the Exit Marketing Toolkit for $17Buyer psychology
What buyers check before making an offer.
Every item below is something a serious buyer or their advisor will investigate. The toolkit gives you a head start on each one.
How it works
Three steps. Under an hour. Done.
Buy and access instantly
Click the button, pay $17, and you are redirected to a page with links to every tool. An email with the same links hits your inbox within minutes. No waiting, no drip schedule.
Watch the walkthrough
Sep walks you through each tool in a 10-minute video. Why buyers care about each data point, what good answers look like, and common mistakes to avoid. Watch it once, then start filling things in.
Fill in the blanks and update quarterly
Copy each Google Sheet and Doc to your Drive. Fill in the fields. Set a quarterly reminder to update the channel tracker. When a buyer asks for your marketing documentation, you hand them a folder.
Need more?
The toolkit is step one. Here is the full path.
Start with the self-serve toolkit. If you want professional analysis or a full exit marketing overhaul, we have options.
You are here
Exit Marketing Toolkit
$17
Self-serve. 4 tools, video walkthrough, instant access. Fill in the blanks yourself and see where you stand.
Done with you
Exit Marketing Score
Free
15-question quiz that scores your marketing readiness across 5 categories. Takes 5 minutes. Get a personalized report.
Take the quiz →Done for you
Exit Optimization
Custom
Full exit marketing buildout. We document your assets, build SOPs, diversify your channels, and prepare your marketing to pass due diligence.
Learn more →FAQ
Common questions about the toolkit.
What format are the tools in?+
Do I need technical skills to use this?+
What if I do not plan to sell for years?+
Can I share this with my broker?+
Is there a refund policy?+
What happens after I buy?+
Your marketing is either an asset or a liability. Find out which.
Four tools. Ten-minute walkthrough. $17. Fill in the blanks and see exactly what a buyer would see if they looked at your marketing today.
Get the Exit Marketing Toolkit for $17Instant access. Google Sheets & Docs. Keep forever.
