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Join Us for Our State of M&A Webinar on March 10 at 3 p.m. ET

    Planning Today
    for Tomorrow’s Exit

    We help business owners plan for, and achieve,
a successful exit.

    Patrick Ungashick and Stephen Griner talking

    NAVIX is unique because we combine exit planning with hands-on execution, getting both you and your business ready for a smooth, well-timed transition.

    You’ve already done the hardest part. You’ve built a thriving company that has supported your family, created jobs, served customers, and created something of real value to the world.

    But when it comes time to exit, most owners find themselves in unfamiliar territory. The stakes are high, and without the right preparation, owners often face unnecessary stress, excessive taxes and costs, concern for employees and customers, and fear of losing control.

    A proven track record in exit planning.

    17
    +
    years focused exclusively on exit planning
    500
    +
    business owners
guided through
complex transitions
    $
    3
    B+
    in combined
transaction value

    You’ve invested years building something meaningful. Don’t leave what you’ve achieved to chance.
Most owners exit only once. We bring the perspective that comes from guiding hundreds through that transition.

    NAVIX helps business owners transform business value and achieve exit success.

    WHAT WE DO

    WHAT WE DO

    Exit planning and execution focused on building value, reducing risk, and preparing for a smooth transition.

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    WHO WE HELP

    Owners of privately held businesses who want clarity and control over their exit timeline.

    SUCCESS STORIES

    CLIENT OUTCOMES 

    Stronger businesses, clear succession paths, and greater confidence in what comes next for all stakeholders.

    Get Clarity on Your Exit Options

    You don’t need to be ready to exit your business to have a productive conversation. A complimentary, confidential consultation is a chance to talk through your business goals, challenges, and long-term road map with an experienced exit planning advisor.

    There’s no pressure and no obligation. If NAVIX isn’t the right fit, we’ll tell you and help point you in the right direction.

    Schedule a Consultation
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    In our experience, most owners want a combination
of the following outcomes at exit:

    Financial Freedom Icon

    Financial Freedom

    Achieve the ability to work by choice rather than financial necessity, with a clear understanding of what “enough” truly looks like.
    An Ideal Calendar

    An Ideal Calendar

    Design a future where your time is spent intentionally on the work, people, and pursuits that matter most to you.
    Business Legacy

    Business Legacy

    Begin your next chapter with confidence that your employees, customers, and partners are set up for continued success after you step away.
    Personal Peace of Mind

    Personal Peace of Mind

    Replace the constant pressure of ownership with the ability to be more present for family, friendships, and the parts of life that too often get overlooked.

    Find Out If You're Ready to Exit

    Take our brief Exit Readiness Assessment to evaluate where you and your business stand today. You’ll answer a few multiple-choice questions and receive instant, personalized insights into your readiness along with practical next steps.

    It’s an easy, free, and confidential way to start thinking more clearly about your exit.

    Start the Assessment
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    We wrote the book on exit planning. Twice.

    Patrick Ungashick

    “After watching countless owners struggle to achieve successful exits, we have developed a better way. Using our proprietary process, we strive to create a world where owners achieve financial freedom, create a sustained business legacy, and exit at a time and manner of their choosing.”

    Patrick Ungashick
    Founder, NAVIX Consultants

    What business owners say after working with NAVIX.

    "When I was ready to bring in new partners and start thinking about my own transition, I needed someone who could help me structure it the right way from the beginning. NAVIX helped me think through every step, from identifying the right people to making sure the deal was set up so everyone won. The process went exactly the way I hoped it would. If I had to do it all over again, NAVIX would be my first call."

    King White, Site Selection Group
    "I came to NAVIX for guidance at a pivotal moment. I needed the right executive in place and was trying to figure out what a potential buyout might actually look like for my business. They helped me think through both. They brought real rigor to analyzing the deal, and when the time came, they were there to help facilitate it across the finish line. If you're a business owner facing these kinds of major decisions, you want experts on your side who have been through it. NAVIX brings that experience to the table. "

    Joe Scripture, Southern Restaurant Management, Inc.
    "NAVIX took the time to really understand our business before making any recommendations- where we'd been, where we were, and where we wanted to go. That made all the difference. They brought expertise and options to the table that we wouldn't have found on our own, and the results spoke for themselves. For us, it was exactly the right call at exactly the right time."

    Matt Tovrog, Bell Oaks Executive Search
    "This team is professional, educated, and responsive. I could not be more pleased at the support they have given to me. Furthermore I would say they are as dependable and as caring as anyone that I have partnered with."

    James F. Wessel, Brindlee Mountain Fire Apparatus
    "They have made our business more valuable in the advice they bring to the table, not only on our business and the decisions that will impact our exit, but have advised us on our management team and our operations. They have become a trusted advisor on all levels of our business and in our personal life as we continue to reach out to them before making any major decisions."

    Joe Roszkowski, Superb Foods
    "We never would have been as prepared without your process and expertise. If we can ever do anything for you in the way of reference, please do not hesitate to let us know. Thank you for your partnership."

    Eric Helman, Continuous Health
    “The fellows we work with on professional time management and creating an independent and self-sustaining business are in Atlanta. Their counsel has been most beneficial.”

    Kevin Stennett, Pace Management Group
    “They say ‘self-awareness’ is key to being a successful CEO and I count being a good judge of character among my strengths. Navigating the emotionally charged, complex world of M & A is another story altogether. The NAVIX team possesses the patience, financial acumen and big-picture thinking to ultimately get a good deal done. They certainly did for me.”

    Randy Sanford, SpecWest