We Maximize Client Exit Value


LEVEL employs
unique processes, unlimited expertise and amazing technology
 to engineer and implement Exit Plans that maximize exit value and pave our client's path
to a highly successful business ownership transition.


Unique Process

When you involve a large number of smart, talented and experienced business experts in an collaborative effort to drive growth, a disciplined process is needed to achieve success.

This collaboration is central to nearly everything we do, and we are really good at it.  

Our Client Partners take the lead to make sure all involved know their role, the timing of their involvement, and client needs and expectations.  We hold periodic status meetings with clients and with the Value Growth Team to ensure clear communication throughout the program.

Unlimited Expertise

We provide unlimited expertise in support of client exit planning and value growth programs by

integrating the efforts of our proprietary LEVEL Expert Network™.



This national network of vetted professional service providers includes specialists in:



  • Sales!
  • Marketing
  • Finance
  • Technology
  • Operations
  • Leadership
  • Human Resources
  • Innovation
  • Investment Banking
  • Mergers & Acquisitions



    ... and much more.

Amazing Technology

We are a licensee of EvaluSys® management diagnostic tools, the premier provider of automated management process evaluations used by business advisors across the US and beyond. These tools vastly accelerate the discovery process for our Exit Planning Team.

These tools allow our planning teams to understand the current state of exit readiness and management discipline and provide a baseline set of performance improvement recommendations.  Together with background information provided by the Client Partner, this material prepares functional experts for an exceptionally productive initial client meeting, saving our clients valuable time and money.