Plan Exit Nowby Dan Bernstein

Find out how ready your business is to sell.

Free tools for owners of trades, industrial and service companies who expect to exit in the next few years. No listing, no pitch, no obligation.

  • Score your exit readiness in five minutes and see where buyers will push hardest.
  • Get a free, preliminary read of the earnings a buyer would actually pay for.
  • See what published market data says companies like yours sell for.
Start my Readiness Score Get a free Earnings Check

Run by Dan Bernstein, CM&AA, CEPA, a sell-side M&A advisor near Cincinnati. Who runs this

Exit Readiness Score

No. PX-0101

Twelve questions about your numbers, your team, your customers and you. About five minutes.

  • Financial records
  • Owner dependence
  • Revenue quality
  • Team and systems
  • Personal and legal readiness

Scored instantly in your browser. You see your weakest areas and what to do about each. Nothing is sent unless you ask for your results.

Start my score

Three free tools

  1. Exit Readiness Score

    Twelve questions across your financial records, how much the business depends on you, revenue quality, your team and your own plans. You get a score, your three weakest areas and what to do about each.

  2. Free Earnings Check

    Share three years of business tax returns and a year-to-date P&L through a secure link. Dan ties them together, lists the add-backs a buyer would likely accept or question, and walks you through it on a 30-minute call. Preliminary, and based only on what you share.

  3. Rough value check

    Pick your type of company, enter last year's EBITDA and see the range published 2026 market data suggests, with the sources linked.

Why start years early

Buyers in the trades and industrial sectors make acquisitions every month. Most owners sell once. The owners who do best know their number, have clean earnings that tie to their tax returns, and have taken themselves out of the middle of the business before a buyer ever looks.

That work takes one to three years. These tools show you where to start.

Start my Readiness Score

Read first

Built for owners like you

Home and specialty trades

Service companies with trucks on the road and technicians on payroll.

  • HVAC
  • Plumbing
  • Electrical
  • Roofing
  • Fire and life safety
  • Pest control
  • Commercial landscaping

Industrial services and manufacturing

Shops, plants and field-service companies serving other businesses.

  • Industrial maintenance
  • Fabrication
  • Precision machining
  • Contract manufacturing
  • Industrial distribution

The tools work for any founder- or family-owned company. Dan's own advisory work focuses on companies with roughly $750K to $25M or more of annual EBITDA.

Who runs Plan Exit Now

Plan Exit Now is run by Dan Bernstein, a sell-side M&A advisor based near Cincinnati. Dan is a Certified M&A Advisor (CM&AA) and a Certified Exit Planning Advisor (CEPA). When you use these tools, the person who reads your results and calls you is Dan.

If you decide to sell and want help, Dan can represent you, or point you to the right kind of advisor for your size. Using the tools commits you to nothing.

More about Dan and how this works

closed sell-side transactions
11
owner engagements
35+
years advising owners
10+